BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL 49 MEDICARE- ELIGIBLE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 49 MEDICARE- ELIGIBLE RETIREES HRA PLAN
401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 49 MEDICARE- ELIGIBLE RETIREES HRA PLAN
| Measure | Date | Value |
|---|
| 2016 : SHEET METAL WORKERS LOCAL 49 MEDICARE- ELIGIBLE RETIREES HRA PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $26,813 |
| Total income from all sources (including contributions) | 2016-03-31 | $113,784 |
| Total loss/gain on sale of assets | 2016-03-31 | $0 |
| Total of all expenses incurred | 2016-03-31 | $169,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $169,137 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $113,784 |
| Value of total assets at end of year | 2016-03-31 | $0 |
| Value of total assets at beginning of year | 2016-03-31 | $82,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $0 |
| Total interest from all sources | 2016-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-03-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $113,784 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $82,166 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-55,353 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $55,353 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $169,137 |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $26,813 |
| Did the plan have assets held for investment | 2016-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | BALDWIN & BALDWIN PLLC |
| Accountancy firm EIN | 2016-03-31 | 464370753 |
| 2015 : SHEET METAL WORKERS LOCAL 49 MEDICARE- ELIGIBLE RETIREES HRA PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $26,813 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
| Total income from all sources (including contributions) | 2015-03-31 | $289,200 |
| Total loss/gain on sale of assets | 2015-03-31 | $0 |
| Total of all expenses incurred | 2015-03-31 | $233,847 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $233,847 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $289,200 |
| Value of total assets at end of year | 2015-03-31 | $82,166 |
| Value of total assets at beginning of year | 2015-03-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $0 |
| Total interest from all sources | 2015-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $289,200 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $82,166 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $55,353 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $55,353 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $233,847 |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $26,813 |
| Did the plan have assets held for investment | 2015-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | BALDWIN & BALDWIN PLLC |
| Accountancy firm EIN | 2015-03-31 | 464370753 |
