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SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND
Plan identification number 501

SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

TRUSTEES OF SHEET METAL WORKERS LU 32 HEALTH & WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF SHEET METAL WORKERS LU 32 HEALTH & WELFARE TRUST FUND
Employer identification number (EIN):656088549
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01DANNY VILLARRUEL2023-04-18 DANNY VILLARRUEL2023-04-18
5012020-07-01DANNY VILLARRUEL2022-04-15 DANNY VILLARRUEL2022-04-15
5012019-07-01ISABEL GOLDBERG2021-04-15 ISABEL GOLDBERG2021-04-15
5012018-07-01ISABEL GOLDBERG2020-07-15 ISABEL GOLDBERG2020-07-15
5012017-07-01
5012016-07-01DANNY VILLARRUEL
5012015-07-01LARRY STEWART
5012014-07-01LARRY STEWART
5012013-07-01LARRY STEWART
5012012-07-01LARRY STEWART
5012011-07-01LARRY STEWART
5012010-07-01LARRY STEWART WILLIAM MARVEL2012-03-07
5012009-07-01LARRY STEWART WILLIAM MARVEL2011-04-14

Plan Statistics for SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND

401k plan membership statisitcs for SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND

Measure Date Value
2021: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01234
Total number of active participants reported on line 7a of the Form 55002021-07-01233
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01233
2020: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01226
Total number of active participants reported on line 7a of the Form 55002020-07-01234
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01234
2019: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01246
Total number of active participants reported on line 7a of the Form 55002019-07-01226
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01226
2018: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01270
Total number of active participants reported on line 7a of the Form 55002018-07-01244
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01246
2017: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01288
Total number of active participants reported on line 7a of the Form 55002017-07-01259
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01270
2016: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01239
Total number of active participants reported on line 7a of the Form 55002016-07-01288
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01288
2015: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01214
Total number of active participants reported on line 7a of the Form 55002015-07-01239
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01239
2014: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01221
Total number of active participants reported on line 7a of the Form 55002014-07-01214
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01214
2013: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01288
Total number of active participants reported on line 7a of the Form 55002013-07-01221
Number of retired or separated participants receiving benefits2013-07-0122
Total of all active and inactive participants2013-07-01243
Number of employers contributing to the scheme2013-07-0122
2012: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01317
Total number of active participants reported on line 7a of the Form 55002012-07-01288
Number of retired or separated participants receiving benefits2012-07-0120
Total of all active and inactive participants2012-07-01308
Number of employers contributing to the scheme2012-07-0120
2011: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01318
Total number of active participants reported on line 7a of the Form 55002011-07-01317
Number of retired or separated participants receiving benefits2011-07-0125
Total of all active and inactive participants2011-07-01342
Number of employers contributing to the scheme2011-07-0125
2010: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01344
Total number of active participants reported on line 7a of the Form 55002010-07-01318
Number of retired or separated participants receiving benefits2010-07-0128
Total of all active and inactive participants2010-07-01346
Number of employers contributing to the scheme2010-07-0133
2009: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01422
Total number of active participants reported on line 7a of the Form 55002009-07-01344
Number of retired or separated participants receiving benefits2009-07-0120
Total of all active and inactive participants2009-07-01364
Number of employers contributing to the scheme2009-07-0139

Financial Data on SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND

Measure Date Value
2022 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-144,004
Total unrealized appreciation/depreciation of assets2022-06-30$-144,004
Total income from all sources (including contributions)2022-06-30$3,842,305
Total loss/gain on sale of assets2022-06-30$-20,203
Total of all expenses incurred2022-06-30$3,642,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,494,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,971,912
Value of total assets at end of year2022-06-30$2,789,687
Value of total assets at beginning of year2022-06-30$2,589,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$147,531
Total interest from all sources2022-06-30$34,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$64,836
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$92,632
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$16,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$7,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$7,086
Administrative expenses (other) incurred2022-06-30$21,717
Total non interest bearing cash at end of year2022-06-30$866,610
Total non interest bearing cash at beginning of year2022-06-30$375,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$200,209
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,789,687
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,589,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$7,094
Interest earned on other investments2022-06-30$2,618
Income. Interest from US Government securities2022-06-30$7,188
Income. Interest from corporate debt instruments2022-06-30$24,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$14,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$26,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$26,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$37
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$402,842
Asset value of US Government securities at end of year2022-06-30$844,962
Asset value of US Government securities at beginning of year2022-06-30$963,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$3,862,329
Employer contributions (assets) at end of year2022-06-30$250,673
Employer contributions (assets) at beginning of year2022-06-30$411,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,091,723
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$804,711
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$804,985
Contract administrator fees2022-06-30$53,884
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$-20,203
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2022-06-30260547877
2021 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-49,590
Total unrealized appreciation/depreciation of assets2021-06-30$-49,590
Total income from all sources (including contributions)2021-06-30$3,127,328
Total loss/gain on sale of assets2021-06-30$40,660
Total of all expenses incurred2021-06-30$3,481,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,331,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,089,543
Value of total assets at end of year2021-06-30$2,589,478
Value of total assets at beginning of year2021-06-30$2,943,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$149,567
Total interest from all sources2021-06-30$46,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$67,191
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$107,206
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$84
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$7,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$11,994
Administrative expenses (other) incurred2021-06-30$22,666
Total non interest bearing cash at end of year2021-06-30$375,525
Total non interest bearing cash at beginning of year2021-06-30$425,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-354,218
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,589,478
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,943,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$9,064
Interest earned on other investments2021-06-30$44,042
Income. Interest from US Government securities2021-06-30$706
Income. Interest from corporate debt instruments2021-06-30$1,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$26,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$19,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$19,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$1
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$395,538
Asset value of US Government securities at end of year2021-06-30$963,125
Asset value of US Government securities at beginning of year2021-06-30$1,126,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,982,253
Employer contributions (assets) at end of year2021-06-30$411,943
Employer contributions (assets) at beginning of year2021-06-30$153,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,936,441
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$804,985
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$1,206,110
Contract administrator fees2021-06-30$50,646
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$40,660
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2021-06-30260547877
2020 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$3,168,344
Total loss/gain on sale of assets2020-06-30$73,146
Total of all expenses incurred2020-06-30$3,371,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,227,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,007,289
Value of total assets at end of year2020-06-30$2,943,696
Value of total assets at beginning of year2020-06-30$3,146,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$144,590
Total interest from all sources2020-06-30$64,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$61,770
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$112,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$11,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$13,128
Other income not declared elsewhere2020-06-30$23,799
Administrative expenses (other) incurred2020-06-30$18,371
Total non interest bearing cash at end of year2020-06-30$425,555
Total non interest bearing cash at beginning of year2020-06-30$373,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-203,261
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,943,696
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,146,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$9,991
Income. Interest from US Government securities2020-06-30$23,586
Income. Interest from corporate debt instruments2020-06-30$39,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$19,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$27,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$27,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$992
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$383,099
Asset value of US Government securities at end of year2020-06-30$1,126,475
Asset value of US Government securities at beginning of year2020-06-30$1,232,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,894,893
Employer contributions (assets) at end of year2020-06-30$153,916
Employer contributions (assets) at beginning of year2020-06-30$370,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,843,916
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$1,206,110
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$1,129,466
Contract administrator fees2020-06-30$54,458
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$73,146
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2020-06-30260547877
2019 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$3,147,856
Total loss/gain on sale of assets2019-06-30$-10,981
Total of all expenses incurred2019-06-30$3,370,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,212,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,984,737
Value of total assets at end of year2019-06-30$3,146,957
Value of total assets at beginning of year2019-06-30$3,369,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$158,287
Total interest from all sources2019-06-30$71,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$73,675
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$116,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$13,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$16,032
Other income not declared elsewhere2019-06-30$102,407
Administrative expenses (other) incurred2019-06-30$17,367
Total non interest bearing cash at end of year2019-06-30$373,752
Total non interest bearing cash at beginning of year2019-06-30$248,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-222,600
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,146,957
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,369,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$10,690
Income. Interest from US Government securities2019-06-30$29,040
Income. Interest from corporate debt instruments2019-06-30$40,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$27,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$67,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$67,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$1,718
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$413,992
Asset value of US Government securities at end of year2019-06-30$1,232,899
Asset value of US Government securities at beginning of year2019-06-30$1,394,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,868,199
Employer contributions (assets) at end of year2019-06-30$370,035
Employer contributions (assets) at beginning of year2019-06-30$280,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,798,177
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$1,129,466
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$1,362,488
Contract administrator fees2019-06-30$56,555
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$-10,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2019-06-30260547877
2018 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-40,608
Total unrealized appreciation/depreciation of assets2018-06-30$-40,608
Total income from all sources (including contributions)2018-06-30$3,122,209
Total loss/gain on sale of assets2018-06-30$-34,297
Total of all expenses incurred2018-06-30$3,555,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,395,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,128,304
Value of total assets at end of year2018-06-30$3,369,557
Value of total assets at beginning of year2018-06-30$3,802,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$159,490
Total interest from all sources2018-06-30$68,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$69,099
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$113,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$16,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$119,634
Administrative expenses (other) incurred2018-06-30$19,761
Total non interest bearing cash at end of year2018-06-30$248,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-432,868
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,369,557
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,802,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$11,414
Interest earned on other investments2018-06-30$1,689
Income. Interest from US Government securities2018-06-30$25,165
Income. Interest from corporate debt instruments2018-06-30$40,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$67,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$791,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$791,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,524
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$2,916,946
Asset value of US Government securities at end of year2018-06-30$1,394,085
Asset value of US Government securities at beginning of year2018-06-30$1,419,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,015,244
Employer contributions (assets) at end of year2018-06-30$280,887
Employer contributions (assets) at beginning of year2018-06-30$227,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$478,641
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$1,362,488
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$1,243,427
Contract administrator fees2018-06-30$59,216
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$-34,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2018-06-30260547877
2017 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-46,142
Total unrealized appreciation/depreciation of assets2017-06-30$-46,142
Total income from all sources (including contributions)2017-06-30$3,328,365
Total loss/gain on sale of assets2017-06-30$-18,215
Total of all expenses incurred2017-06-30$3,141,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,997,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,329,056
Value of total assets at end of year2017-06-30$3,802,425
Value of total assets at beginning of year2017-06-30$3,615,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$144,340
Total interest from all sources2017-06-30$63,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$58,936
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$128,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$119,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$13,940
Other income not declared elsewhere2017-06-30$390
Administrative expenses (other) incurred2017-06-30$17,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$186,788
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,802,425
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,615,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$11,273
Interest earned on other investments2017-06-30$1,479
Income. Interest from US Government securities2017-06-30$24,573
Income. Interest from corporate debt instruments2017-06-30$36,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$791,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$658,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$658,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$692
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$2,684,428
Asset value of US Government securities at end of year2017-06-30$1,419,747
Asset value of US Government securities at beginning of year2017-06-30$1,618,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,200,812
Employer contributions (assets) at end of year2017-06-30$227,827
Employer contributions (assets) at beginning of year2017-06-30$165,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$312,809
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$1,243,427
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$1,159,619
Contract administrator fees2017-06-30$56,616
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$-18,215
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2017-06-30260547877
2016 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$43,917
Total unrealized appreciation/depreciation of assets2016-06-30$43,917
Total income from all sources (including contributions)2016-06-30$2,903,075
Total loss/gain on sale of assets2016-06-30$6,003
Total of all expenses incurred2016-06-30$2,847,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,665,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,785,394
Value of total assets at end of year2016-06-30$3,615,637
Value of total assets at beginning of year2016-06-30$3,559,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$181,606
Total interest from all sources2016-06-30$66,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$101,358
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$145,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$13,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$103,587
Other income not declared elsewhere2016-06-30$1,169
Administrative expenses (other) incurred2016-06-30$17,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$55,692
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,615,637
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,559,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$13,457
Income. Interest from US Government securities2016-06-30$26,199
Income. Interest from corporate debt instruments2016-06-30$40,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$658,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$538,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$538,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$101
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$2,665,777
Asset value of US Government securities at end of year2016-06-30$1,618,207
Asset value of US Government securities at beginning of year2016-06-30$1,065,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,639,509
Employer contributions (assets) at end of year2016-06-30$165,412
Employer contributions (assets) at beginning of year2016-06-30$274,219
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$1,159,619
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$1,578,563
Contract administrator fees2016-06-30$49,584
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$6,003
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2016-06-30260547877
2015 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-53,028
Total unrealized appreciation/depreciation of assets2015-06-30$-53,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$23,748
Total income from all sources (including contributions)2015-06-30$2,611,983
Total loss/gain on sale of assets2015-06-30$20,237
Total of all expenses incurred2015-06-30$3,039,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,835,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,567,626
Value of total assets at end of year2015-06-30$3,559,945
Value of total assets at beginning of year2015-06-30$4,010,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$204,171
Total interest from all sources2015-06-30$77,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$117,817
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$150,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$184,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$103,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$18,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$23,748
Administrative expenses (other) incurred2015-06-30$30,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-427,252
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,559,945
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,987,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$10,351
Income. Interest from US Government securities2015-06-30$18,899
Income. Interest from corporate debt instruments2015-06-30$58,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$538,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$528,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$528,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$11
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$2,835,064
Asset value of US Government securities at end of year2015-06-30$1,065,044
Asset value of US Government securities at beginning of year2015-06-30$1,017,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,383,417
Employer contributions (assets) at end of year2015-06-30$274,219
Employer contributions (assets) at beginning of year2015-06-30$109,233
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$1,578,563
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$2,337,413
Contract administrator fees2015-06-30$45,072
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate carrying amount (costs) on sale of assets2015-06-30$-20,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30KABAT, SCHERTZER, ET AL
Accountancy firm EIN2015-06-30260547877
2014 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$58,396
Total unrealized appreciation/depreciation of assets2014-06-30$58,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$23,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$266,860
Total income from all sources (including contributions)2014-06-30$2,480,824
Total loss/gain on sale of assets2014-06-30$-16,287
Total of all expenses incurred2014-06-30$3,233,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,974,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,345,334
Value of total assets at end of year2014-06-30$4,010,945
Value of total assets at beginning of year2014-06-30$5,006,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$258,607
Total interest from all sources2014-06-30$93,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$176,098
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$204,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$18,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$27,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$23,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$266,860
Administrative expenses (other) incurred2014-06-30$19,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-752,281
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,987,197
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,739,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$12,379
Income. Interest from US Government securities2014-06-30$18,142
Income. Interest from corporate debt instruments2014-06-30$75,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$528,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$790,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$790,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$21
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$2,974,498
Asset value of US Government securities at end of year2014-06-30$1,017,343
Asset value of US Government securities at beginning of year2014-06-30$1,539,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,140,844
Employer contributions (assets) at end of year2014-06-30$109,233
Employer contributions (assets) at beginning of year2014-06-30$154,165
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$2,337,413
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$2,495,205
Contract administrator fees2014-06-30$50,944
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate carrying amount (costs) on sale of assets2014-06-30$16,287
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30S I GORDON & COMPANY, PA
Accountancy firm EIN2014-06-30461347290
2013 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-113,421
Total unrealized appreciation/depreciation of assets2013-06-30$-113,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$266,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$36,169
Total income from all sources (including contributions)2013-06-30$3,235,408
Total loss/gain on sale of assets2013-06-30$32,710
Total of all expenses incurred2013-06-30$3,670,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,452,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,194,543
Value of total assets at end of year2013-06-30$5,006,338
Value of total assets at beginning of year2013-06-30$5,211,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$218,886
Total interest from all sources2013-06-30$121,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$121,704
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$159,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$27,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$30,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$266,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$36,169
Administrative expenses (other) incurred2013-06-30$19,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-435,566
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,739,478
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,175,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$18,152
Income. Interest from US Government securities2013-06-30$25,782
Income. Interest from corporate debt instruments2013-06-30$95,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$790,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$672,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$672,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$69
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$3,452,088
Asset value of US Government securities at end of year2013-06-30$1,539,054
Asset value of US Government securities at beginning of year2013-06-30$1,671,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,034,572
Employer contributions (assets) at end of year2013-06-30$154,165
Employer contributions (assets) at beginning of year2013-06-30$233,821
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$2,495,205
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$2,603,121
Contract administrator fees2013-06-30$59,237
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$32,710
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30S I GORDON & COMPANY, PA
Accountancy firm EIN2013-06-30461347290
2012 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$22,822
Total unrealized appreciation/depreciation of assets2012-06-30$22,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$36,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$199,965
Total income from all sources (including contributions)2012-06-30$3,744,002
Total loss/gain on sale of assets2012-06-30$86,254
Total of all expenses incurred2012-06-30$4,009,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,847,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,494,265
Value of total assets at end of year2012-06-30$5,211,213
Value of total assets at beginning of year2012-06-30$5,640,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$161,494
Total interest from all sources2012-06-30$140,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$53,756
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$169,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$30,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$331,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$36,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$199,965
Administrative expenses (other) incurred2012-06-30$21,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-265,434
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,175,044
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,440,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$18,352
Income. Interest from US Government securities2012-06-30$51,205
Income. Interest from corporate debt instruments2012-06-30$79,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$672,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$938,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$938,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$9,704
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$3,847,942
Asset value of US Government securities at end of year2012-06-30$1,671,351
Asset value of US Government securities at beginning of year2012-06-30$1,950,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,325,050
Employer contributions (assets) at end of year2012-06-30$233,821
Employer contributions (assets) at beginning of year2012-06-30$159,258
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$2,603,121
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$2,260,867
Contract administrator fees2012-06-30$67,795
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$86,254
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30STEVEN I GORDON CPA
Accountancy firm EIN2012-06-30592193307
2011 : SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-62,711
Total unrealized appreciation/depreciation of assets2011-06-30$-62,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$199,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$58,798
Total income from all sources (including contributions)2011-06-30$3,602,693
Total loss/gain on sale of assets2011-06-30$88,783
Total of all expenses incurred2011-06-30$3,611,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,439,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,412,884
Value of total assets at end of year2011-06-30$5,640,443
Value of total assets at beginning of year2011-06-30$5,508,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$172,019
Total interest from all sources2011-06-30$163,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$58,127
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$162,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$331,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$427,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$199,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$58,798
Administrative expenses (other) incurred2011-06-30$15,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-9,201
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,440,478
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,449,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$20,656
Income. Interest from US Government securities2011-06-30$63,353
Income. Interest from corporate debt instruments2011-06-30$100,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$938,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$419,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$419,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$62
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$3,439,875
Asset value of US Government securities at end of year2011-06-30$1,950,052
Asset value of US Government securities at beginning of year2011-06-30$2,238,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,250,626
Employer contributions (assets) at end of year2011-06-30$159,258
Employer contributions (assets) at beginning of year2011-06-30$116,805
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$2,260,867
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,306,661
Contract administrator fees2011-06-30$77,285
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$88,783
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30STEVEN I GORDON CPA
Accountancy firm EIN2011-06-30592193307

Form 5500 Responses for SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND

2021: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LU NO. 32 HEALTH & WELFARE TRUST FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered574
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $21,600
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,980,818
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,600
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered574
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $13,577
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,965,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,577
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered574
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $13,781
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 $13,781
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered574
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,575
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,709,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,575
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered680
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,448
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,858,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered556
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,132
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $611,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,132
Insurance broker organization code?3
Insurance broker nameARISTAR SERVICES
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered579
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,098
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $526,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,098
Insurance broker organization code?3
Insurance broker nameARISTAR SERVICES
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered596
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $315
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,087,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $315
Insurance broker organization code?3
Insurance broker nameARISTAR SERVICES
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number742769
Policy instance 1
Insurance contract or identification number742769
Number of Individuals Covered709
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $144,698
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,404,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144,698
Insurance broker organization code?3
Insurance broker nameARISTAR SERVICES
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3331748
Policy instance 1
Insurance contract or identification number3331748
Number of Individuals Covered813
Insurance policy start date2011-07-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $37,896
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3331748
Policy instance 1
Insurance contract or identification number3331748
Number of Individuals Covered806
Insurance policy start date2010-10-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $105,329
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $306,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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