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SHEET METAL WORKERS 16 HEALTH TRUST 401k Plan overview

Plan NameSHEET METAL WORKERS 16 HEALTH TRUST
Plan identification number 501

SHEET METAL WORKERS 16 HEALTH TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

SHEET METAL WORKERS 16 HEALTH TR. BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS 16 HEALTH TR. BOARD OF TRUSTEES
Employer identification number (EIN):930757655
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS 16 HEALTH TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01CAROL DUNCAN2024-10-11 CAROL DUNCAN2024-10-11
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01CAROL DUNCAN
5012017-01-01CAROL DUNCAN
5012016-01-01CAROL DUNCAN
5012015-01-01CAROL DUNCAN
5012014-01-01CAROL DUNCAN
5012013-01-01JOHN CANDIOTO
5012012-01-01CAROL DUNCAN
5012011-01-01CAROL DUNCAN
5012009-01-01LEN PHILLIPS
5012009-01-01LEN PHILLIPS

Plan Statistics for SHEET METAL WORKERS 16 HEALTH TRUST

401k plan membership statisitcs for SHEET METAL WORKERS 16 HEALTH TRUST

Measure Date Value
2023: SHEET METAL WORKERS 16 HEALTH TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012,202
Total number of active participants reported on line 7a of the Form 55002023-01-011,955
Number of retired or separated participants receiving benefits2023-01-01293
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012,248
Number of employers contributing to the scheme2023-01-0173
2022: SHEET METAL WORKERS 16 HEALTH TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,172
Total number of active participants reported on line 7a of the Form 55002022-01-011,901
Number of retired or separated participants receiving benefits2022-01-01301
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,202
Number of employers contributing to the scheme2022-01-0166
2021: SHEET METAL WORKERS 16 HEALTH TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012,187
Total number of active participants reported on line 7a of the Form 55002021-01-011,854
Number of retired or separated participants receiving benefits2021-01-01318
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,172
Number of employers contributing to the scheme2021-01-0164
2020: SHEET METAL WORKERS 16 HEALTH TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,108
Total number of active participants reported on line 7a of the Form 55002020-01-011,874
Number of retired or separated participants receiving benefits2020-01-01313
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,187
Number of employers contributing to the scheme2020-01-0162
2019: SHEET METAL WORKERS 16 HEALTH TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012,088
Total number of active participants reported on line 7a of the Form 55002019-01-011,789
Number of retired or separated participants receiving benefits2019-01-01319
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,108
Number of employers contributing to the scheme2019-01-0167
2018: SHEET METAL WORKERS 16 HEALTH TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,949
Total number of active participants reported on line 7a of the Form 55002018-01-011,757
Number of retired or separated participants receiving benefits2018-01-01331
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,088
Number of employers contributing to the scheme2018-01-01103
2017: SHEET METAL WORKERS 16 HEALTH TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,642
Total number of active participants reported on line 7a of the Form 55002017-01-011,614
Number of retired or separated participants receiving benefits2017-01-01335
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,949
Number of employers contributing to the scheme2017-01-0196
2016: SHEET METAL WORKERS 16 HEALTH TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,672
Total number of active participants reported on line 7a of the Form 55002016-01-011,294
Number of retired or separated participants receiving benefits2016-01-01348
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,642
Number of employers contributing to the scheme2016-01-0163
2015: SHEET METAL WORKERS 16 HEALTH TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,943
Total number of active participants reported on line 7a of the Form 55002015-01-011,304
Number of retired or separated participants receiving benefits2015-01-01368
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,672
Number of employers contributing to the scheme2015-01-0162
2014: SHEET METAL WORKERS 16 HEALTH TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,373
Total number of active participants reported on line 7a of the Form 55002014-01-011,580
Number of retired or separated participants receiving benefits2014-01-01363
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,943
Number of employers contributing to the scheme2014-01-0166
2013: SHEET METAL WORKERS 16 HEALTH TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,689
Total number of active participants reported on line 7a of the Form 55002013-01-011,373
Number of retired or separated participants receiving benefits2013-01-01363
Total of all active and inactive participants2013-01-011,736
Number of employers contributing to the scheme2013-01-0170
2012: SHEET METAL WORKERS 16 HEALTH TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,163
Total number of active participants reported on line 7a of the Form 55002012-01-011,297
Number of retired or separated participants receiving benefits2012-01-01392
Total of all active and inactive participants2012-01-011,689
Number of employers contributing to the scheme2012-01-0160
2011: SHEET METAL WORKERS 16 HEALTH TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,517
Total number of active participants reported on line 7a of the Form 55002011-01-011,163
Number of retired or separated participants receiving benefits2011-01-01374
Total of all active and inactive participants2011-01-011,537
Number of employers contributing to the scheme2011-01-0163
2009: SHEET METAL WORKERS 16 HEALTH TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,876
Total number of active participants reported on line 7a of the Form 55002009-01-011,316
Number of retired or separated participants receiving benefits2009-01-01389
Total of all active and inactive participants2009-01-011,705
Number of employers contributing to the scheme2009-01-0179

Financial Data on SHEET METAL WORKERS 16 HEALTH TRUST

Measure Date Value
2022 : SHEET METAL WORKERS 16 HEALTH TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-986,891
Total unrealized appreciation/depreciation of assets2022-12-31$-986,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,602,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,455,873
Total income from all sources (including contributions)2022-12-31$28,741,691
Total loss/gain on sale of assets2022-12-31$-904,610
Total of all expenses incurred2022-12-31$33,439,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,700,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,272,996
Value of total assets at end of year2022-12-31$46,044,927
Value of total assets at beginning of year2022-12-31$48,597,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,739,777
Total interest from all sources2022-12-31$797,023
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$100,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$100,468
Administrative expenses professional fees incurred2022-12-31$201,533
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,063,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$382,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$222,148
Other income not declared elsewhere2022-12-31$923,064
Administrative expenses (other) incurred2022-12-31$1,097,741
Liabilities. Value of operating payables at end of year2022-12-31$311,361
Liabilities. Value of operating payables at beginning of year2022-12-31$194,158
Total non interest bearing cash at end of year2022-12-31$2,830,913
Total non interest bearing cash at beginning of year2022-12-31$1,721,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,698,297
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,442,833
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,141,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$92,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,987,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,618,007
Income. Interest from US Government securities2022-12-31$51,364
Income. Interest from corporate debt instruments2022-12-31$737,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$567,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$481,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$481,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,670
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,964,218
Asset value of US Government securities at end of year2022-12-31$4,147,741
Asset value of US Government securities at beginning of year2022-12-31$5,446,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,460,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$28,209,414
Employer contributions (assets) at end of year2022-12-31$2,974,039
Employer contributions (assets) at beginning of year2022-12-31$2,501,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,735,993
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$20,171,169
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$21,258,187
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,983,282
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,348,752
Contract administrator fees2022-12-31$1,348,036
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,290,733
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,261,715
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$33,095,471
Aggregate carrying amount (costs) on sale of assets2022-12-31$34,000,081
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2022-12-31931015766
2021 : SHEET METAL WORKERS 16 HEALTH TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-765,382
Total unrealized appreciation/depreciation of assets2021-12-31$-765,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,455,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,012,115
Total income from all sources (including contributions)2021-12-31$30,851,338
Total loss/gain on sale of assets2021-12-31$-144,547
Total of all expenses incurred2021-12-31$30,751,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,310,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,814,320
Value of total assets at end of year2021-12-31$48,597,003
Value of total assets at beginning of year2021-12-31$50,053,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,440,999
Total interest from all sources2021-12-31$728,321
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$105,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$105,383
Administrative expenses professional fees incurred2021-12-31$198,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,212,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$222,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$160,951
Other income not declared elsewhere2021-12-31$171,503
Administrative expenses (other) incurred2021-12-31$905,137
Liabilities. Value of operating payables at end of year2021-12-31$194,158
Liabilities. Value of operating payables at beginning of year2021-12-31$1,764,976
Total non interest bearing cash at end of year2021-12-31$1,721,041
Total non interest bearing cash at beginning of year2021-12-31$2,673,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$99,930
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,141,130
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,041,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$95,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,618,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,409,487
Income. Interest from US Government securities2021-12-31$146,151
Income. Interest from corporate debt instruments2021-12-31$582,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$481,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,147,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,147,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$153
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,777,323
Asset value of US Government securities at end of year2021-12-31$5,446,323
Asset value of US Government securities at beginning of year2021-12-31$9,535,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,941,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$26,601,894
Employer contributions (assets) at end of year2021-12-31$2,501,285
Employer contributions (assets) at beginning of year2021-12-31$2,501,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,533,086
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$21,258,187
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$16,498,502
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,348,752
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$8,126,115
Contract administrator fees2021-12-31$1,241,584
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,261,715
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,247,139
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$60,466,139
Aggregate carrying amount (costs) on sale of assets2021-12-31$60,610,686
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2021-12-31931015766
2020 : SHEET METAL WORKERS 16 HEALTH TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$65,279
Total unrealized appreciation/depreciation of assets2020-12-31$65,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,012,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,822,362
Total income from all sources (including contributions)2020-12-31$30,647,175
Total loss/gain on sale of assets2020-12-31$378,223
Total of all expenses incurred2020-12-31$28,761,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,589,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,893,575
Value of total assets at end of year2020-12-31$50,053,315
Value of total assets at beginning of year2020-12-31$46,978,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,172,399
Total interest from all sources2020-12-31$868,403
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$132,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$132,164
Administrative expenses professional fees incurred2020-12-31$170,369
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,946,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$160,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$238,033
Other income not declared elsewhere2020-12-31$184,759
Administrative expenses (other) incurred2020-12-31$840,888
Liabilities. Value of operating payables at end of year2020-12-31$1,764,976
Liabilities. Value of operating payables at beginning of year2020-12-31$538,835
Total non interest bearing cash at end of year2020-12-31$2,673,745
Total non interest bearing cash at beginning of year2020-12-31$1,848,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,885,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,041,200
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,155,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$92,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,409,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,524,381
Income. Interest from US Government securities2020-12-31$206,622
Income. Interest from corporate debt instruments2020-12-31$659,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,147,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$752,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$752,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,336
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,436,747
Asset value of US Government securities at end of year2020-12-31$9,535,199
Asset value of US Government securities at beginning of year2020-12-31$9,898,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,124,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,946,801
Employer contributions (assets) at end of year2020-12-31$2,501,462
Employer contributions (assets) at beginning of year2020-12-31$2,239,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,152,487
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$16,498,502
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$16,812,130
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$8,126,115
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$7,664,064
Contract administrator fees2020-12-31$1,068,176
Liabilities. Value of benefit claims payable at end of year2020-12-31$7,247,139
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$7,283,527
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$41,115,687
Aggregate carrying amount (costs) on sale of assets2020-12-31$40,737,464
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2020-12-31931015766
2019 : SHEET METAL WORKERS 16 HEALTH TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$487,744
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$487,744
Total unrealized appreciation/depreciation of assets2019-12-31$487,744
Total unrealized appreciation/depreciation of assets2019-12-31$487,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,822,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,822,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,847,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,847,058
Total income from all sources (including contributions)2019-12-31$31,682,477
Total income from all sources (including contributions)2019-12-31$31,682,477
Total loss/gain on sale of assets2019-12-31$109,998
Total loss/gain on sale of assets2019-12-31$109,998
Total of all expenses incurred2019-12-31$29,078,523
Total of all expenses incurred2019-12-31$29,078,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,998,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,998,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,255,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,255,171
Value of total assets at end of year2019-12-31$46,978,020
Value of total assets at end of year2019-12-31$46,978,020
Value of total assets at beginning of year2019-12-31$42,398,762
Value of total assets at beginning of year2019-12-31$42,398,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,080,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,080,237
Total interest from all sources2019-12-31$903,387
Total interest from all sources2019-12-31$903,387
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$144,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$144,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$144,736
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$144,736
Administrative expenses professional fees incurred2019-12-31$166,693
Administrative expenses professional fees incurred2019-12-31$166,693
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,890,351
Contributions received from participants2019-12-31$1,890,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$238,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$238,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$215,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$215,485
Other income not declared elsewhere2019-12-31$187,694
Other income not declared elsewhere2019-12-31$187,694
Administrative expenses (other) incurred2019-12-31$821,581
Administrative expenses (other) incurred2019-12-31$821,581
Liabilities. Value of operating payables at end of year2019-12-31$538,835
Liabilities. Value of operating payables at end of year2019-12-31$538,835
Liabilities. Value of operating payables at beginning of year2019-12-31$172,370
Liabilities. Value of operating payables at beginning of year2019-12-31$172,370
Total non interest bearing cash at end of year2019-12-31$1,848,909
Total non interest bearing cash at end of year2019-12-31$1,848,909
Total non interest bearing cash at beginning of year2019-12-31$2,716,834
Total non interest bearing cash at beginning of year2019-12-31$2,716,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,603,954
Value of net income/loss2019-12-31$2,603,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,155,658
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,155,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,551,704
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,551,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$89,672
Investment advisory and management fees2019-12-31$89,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,524,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,524,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,484,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,484,092
Income. Interest from US Government securities2019-12-31$186,248
Income. Interest from US Government securities2019-12-31$186,248
Income. Interest from corporate debt instruments2019-12-31$701,194
Income. Interest from corporate debt instruments2019-12-31$701,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$752,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$752,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$474,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$474,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$474,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$474,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,945
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,787,776
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,787,776
Asset value of US Government securities at end of year2019-12-31$9,898,657
Asset value of US Government securities at end of year2019-12-31$9,898,657
Asset value of US Government securities at beginning of year2019-12-31$7,674,455
Asset value of US Government securities at beginning of year2019-12-31$7,674,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,593,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,593,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,364,820
Contributions received in cash from employer2019-12-31$26,364,820
Employer contributions (assets) at end of year2019-12-31$2,239,693
Employer contributions (assets) at end of year2019-12-31$2,239,693
Employer contributions (assets) at beginning of year2019-12-31$2,388,884
Employer contributions (assets) at beginning of year2019-12-31$2,388,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,210,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,210,510
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$16,812,130
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$16,812,130
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$16,312,537
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$16,312,537
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,664,064
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,664,064
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,131,882
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,131,882
Contract administrator fees2019-12-31$1,002,291
Contract administrator fees2019-12-31$1,002,291
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,283,527
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,283,527
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,674,688
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,674,688
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$26,866,296
Aggregate proceeds on sale of assets2019-12-31$26,866,296
Aggregate carrying amount (costs) on sale of assets2019-12-31$26,756,298
Aggregate carrying amount (costs) on sale of assets2019-12-31$26,756,298
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BJORKLUND MONTPLAISIR
Accountancy firm name2019-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2019-12-31931015766
Accountancy firm EIN2019-12-31931015766
2018 : SHEET METAL WORKERS 16 HEALTH TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$103,148
Total unrealized appreciation/depreciation of assets2018-12-31$103,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,847,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,579,547
Total income from all sources (including contributions)2018-12-31$26,635,206
Total loss/gain on sale of assets2018-12-31$-346,461
Total of all expenses incurred2018-12-31$24,709,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,843,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,180,013
Value of total assets at end of year2018-12-31$42,398,762
Value of total assets at beginning of year2018-12-31$42,205,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,865,935
Total interest from all sources2018-12-31$782,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$120,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$120,643
Administrative expenses professional fees incurred2018-12-31$196,298
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,933,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$215,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$208,196
Other income not declared elsewhere2018-12-31$188,375
Administrative expenses (other) incurred2018-12-31$691,075
Liabilities. Value of operating payables at end of year2018-12-31$172,370
Liabilities. Value of operating payables at beginning of year2018-12-31$353,091
Total non interest bearing cash at end of year2018-12-31$2,716,834
Total non interest bearing cash at beginning of year2018-12-31$3,400,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,925,744
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,551,704
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,625,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$84,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,484,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,662,787
Income. Interest from US Government securities2018-12-31$129,085
Income. Interest from corporate debt instruments2018-12-31$643,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$474,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$419,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$419,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,267
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,106,618
Asset value of US Government securities at end of year2018-12-31$7,674,455
Asset value of US Government securities at beginning of year2018-12-31$7,037,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-393,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,246,417
Employer contributions (assets) at end of year2018-12-31$2,388,884
Employer contributions (assets) at beginning of year2018-12-31$2,171,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,736,909
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$16,312,537
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$16,600,161
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$7,131,882
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$6,705,007
Contract administrator fees2018-12-31$894,229
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,674,688
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,226,456
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$30,013,027
Aggregate carrying amount (costs) on sale of assets2018-12-31$30,359,488
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2018-12-31931015766
2017 : SHEET METAL WORKERS 16 HEALTH TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,256
Total unrealized appreciation/depreciation of assets2017-12-31$9,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,579,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,036,418
Total income from all sources (including contributions)2017-12-31$25,744,089
Total loss/gain on sale of assets2017-12-31$-191,731
Total of all expenses incurred2017-12-31$23,464,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,956,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,926,962
Value of total assets at end of year2017-12-31$42,205,507
Value of total assets at beginning of year2017-12-31$37,382,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,508,363
Total interest from all sources2017-12-31$623,560
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$118,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$118,161
Administrative expenses professional fees incurred2017-12-31$190,597
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,799,041
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$125,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$208,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$164,180
Other income not declared elsewhere2017-12-31$184,432
Administrative expenses (other) incurred2017-12-31$406,904
Liabilities. Value of operating payables at end of year2017-12-31$353,091
Liabilities. Value of operating payables at beginning of year2017-12-31$488,956
Total non interest bearing cash at end of year2017-12-31$3,400,086
Total non interest bearing cash at beginning of year2017-12-31$2,272,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,279,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,625,960
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,346,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$76,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,662,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,755,919
Interest earned on other investments2017-12-31$1,117
Income. Interest from US Government securities2017-12-31$161,461
Income. Interest from corporate debt instruments2017-12-31$456,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$419,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$806,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$806,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,822
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,277,248
Asset value of US Government securities at end of year2017-12-31$7,037,881
Asset value of US Government securities at beginning of year2017-12-31$4,865,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,073,449
Net investment gain or loss from common/collective trusts2017-12-31$9,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,127,921
Employer contributions (assets) at end of year2017-12-31$2,171,949
Employer contributions (assets) at beginning of year2017-12-31$2,294,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,678,988
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$16,600,161
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$14,158,105
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$6,705,007
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$6,939,951
Contract administrator fees2017-12-31$834,789
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,226,456
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,547,462
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$21,022,622
Aggregate carrying amount (costs) on sale of assets2017-12-31$21,214,353
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2017-12-31931015766
2016 : SHEET METAL WORKERS 16 HEALTH TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-287,289
Total unrealized appreciation/depreciation of assets2016-12-31$-287,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,036,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,788,138
Total income from all sources (including contributions)2016-12-31$22,561,826
Total loss/gain on sale of assets2016-12-31$-125,325
Total of all expenses incurred2016-12-31$19,105,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,715,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,272,152
Value of total assets at end of year2016-12-31$37,382,888
Value of total assets at beginning of year2016-12-31$34,678,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,390,119
Total interest from all sources2016-12-31$559,871
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,137
Administrative expenses professional fees incurred2016-12-31$168,676
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,066,910
Assets. Other investments not covered elsewhere at end of year2016-12-31$125,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$164,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$60,725
Other income not declared elsewhere2016-12-31$196,991
Administrative expenses (other) incurred2016-12-31$442,735
Liabilities. Value of operating payables at end of year2016-12-31$488,956
Liabilities. Value of operating payables at beginning of year2016-12-31$269,926
Total non interest bearing cash at end of year2016-12-31$2,272,911
Total non interest bearing cash at beginning of year2016-12-31$1,520,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,456,140
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,346,470
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,890,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$68,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,755,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,173,377
Interest earned on other investments2016-12-31$5,589
Income. Interest from US Government securities2016-12-31$138,577
Income. Interest from corporate debt instruments2016-12-31$414,789
Value of interest in common/collective trusts at beginning of year2016-12-31$26,185,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$806,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$87,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$87,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$916
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,068,092
Asset value of US Government securities at end of year2016-12-31$4,865,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$511,984
Net investment gain or loss from common/collective trusts2016-12-31$319,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,205,242
Employer contributions (assets) at end of year2016-12-31$2,294,102
Employer contributions (assets) at beginning of year2016-12-31$1,651,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,647,475
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$14,158,105
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,939,951
Contract administrator fees2016-12-31$709,964
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,547,462
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,518,212
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$17,968,824
Aggregate carrying amount (costs) on sale of assets2016-12-31$18,094,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2016-12-31931015766
2015 : SHEET METAL WORKERS 16 HEALTH TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,788,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,689,165
Total income from all sources (including contributions)2015-12-31$19,644,860
Total of all expenses incurred2015-12-31$19,697,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,201,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,201,232
Value of total assets at end of year2015-12-31$34,678,468
Value of total assets at beginning of year2015-12-31$35,632,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,495,786
Total interest from all sources2015-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$116,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$116,119
Administrative expenses professional fees incurred2015-12-31$169,778
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,731,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$60,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$82,644
Other income not declared elsewhere2015-12-31$225,629
Administrative expenses (other) incurred2015-12-31$567,193
Liabilities. Value of operating payables at end of year2015-12-31$269,926
Liabilities. Value of operating payables at beginning of year2015-12-31$302,712
Total non interest bearing cash at end of year2015-12-31$1,520,221
Total non interest bearing cash at beginning of year2015-12-31$1,990,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-52,526
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,890,330
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,942,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$90,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,173,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,170,922
Value of interest in common/collective trusts at end of year2015-12-31$26,185,798
Value of interest in common/collective trusts at beginning of year2015-12-31$25,776,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$87,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$913,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$913,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$114
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,540,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,354
Net investment gain or loss from common/collective trusts2015-12-31$146,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,469,995
Employer contributions (assets) at end of year2015-12-31$1,651,179
Employer contributions (assets) at beginning of year2015-12-31$1,698,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,661,030
Contract administrator fees2015-12-31$667,919
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,518,212
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$6,386,453
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2015-12-31931015766
2014 : SHEET METAL WORKERS 16 HEALTH TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,689,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,792,291
Total income from all sources (including contributions)2014-12-31$23,890,025
Total of all expenses incurred2014-12-31$20,569,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,066,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,785,510
Value of total assets at end of year2014-12-31$35,632,021
Value of total assets at beginning of year2014-12-31$30,414,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,502,482
Total interest from all sources2014-12-31$492
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$92,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$92,359
Administrative expenses professional fees incurred2014-12-31$166,876
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,637,520
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$11,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$82,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$90,152
Other income not declared elsewhere2014-12-31$211,499
Administrative expenses (other) incurred2014-12-31$539,845
Liabilities. Value of operating payables at end of year2014-12-31$302,712
Liabilities. Value of operating payables at beginning of year2014-12-31$137,564
Total non interest bearing cash at end of year2014-12-31$1,990,143
Total non interest bearing cash at beginning of year2014-12-31$1,974,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,320,574
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,942,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,622,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$91,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,170,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,145,379
Value of interest in common/collective trusts at end of year2014-12-31$25,776,545
Value of interest in common/collective trusts at beginning of year2014-12-31$22,599,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$913,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$492
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,775,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$513,137
Net investment gain or loss from common/collective trusts2014-12-31$287,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,147,990
Employer contributions (assets) at end of year2014-12-31$1,698,149
Employer contributions (assets) at beginning of year2014-12-31$1,582,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,279,299
Contract administrator fees2014-12-31$704,645
Liabilities. Value of benefit claims payable at end of year2014-12-31$6,386,453
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,654,727
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2014-12-31931015766
2013 : SHEET METAL WORKERS 16 HEALTH TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,792,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,598,970
Total income from all sources (including contributions)2013-12-31$20,282,722
Total of all expenses incurred2013-12-31$17,449,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,503,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,118,583
Value of total assets at end of year2013-12-31$30,414,573
Value of total assets at beginning of year2013-12-31$27,387,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$945,929
Total interest from all sources2013-12-31$645
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$72,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$72,752
Administrative expenses professional fees incurred2013-12-31$169,371
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,225,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$90,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$65,830
Administrative expenses (other) incurred2013-12-31$103,851
Liabilities. Value of operating payables at end of year2013-12-31$137,564
Liabilities. Value of operating payables at beginning of year2013-12-31$107,091
Total non interest bearing cash at end of year2013-12-31$1,974,568
Total non interest bearing cash at beginning of year2013-12-31$2,167,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,833,438
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,622,282
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,788,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$87,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,145,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,813,274
Value of interest in common/collective trusts at end of year2013-12-31$22,599,335
Value of interest in common/collective trusts at beginning of year2013-12-31$20,275,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$677,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$677,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$645
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,371,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$887,384
Net investment gain or loss from common/collective trusts2013-12-31$203,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,892,970
Employer contributions (assets) at end of year2013-12-31$1,582,963
Employer contributions (assets) at beginning of year2013-12-31$1,388,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,132,223
Contract administrator fees2013-12-31$584,801
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,654,727
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,491,879
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2013-12-31931015766
2012 : SHEET METAL WORKERS 16 HEALTH TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,598,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,804,276
Total income from all sources (including contributions)2012-12-31$19,445,542
Total of all expenses incurred2012-12-31$15,894,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,011,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,624,717
Value of total assets at end of year2012-12-31$27,387,814
Value of total assets at beginning of year2012-12-31$23,041,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$882,821
Total interest from all sources2012-12-31$2,072
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$54,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$54,204
Administrative expenses professional fees incurred2012-12-31$130,789
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,959,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$65,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$76,473
Administrative expenses (other) incurred2012-12-31$118,388
Liabilities. Value of operating payables at end of year2012-12-31$107,091
Liabilities. Value of operating payables at beginning of year2012-12-31$110,858
Total non interest bearing cash at end of year2012-12-31$2,167,423
Total non interest bearing cash at beginning of year2012-12-31$3,021,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,551,434
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,788,844
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,237,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$74,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,813,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,833,474
Value of interest in common/collective trusts at end of year2012-12-31$20,275,989
Value of interest in common/collective trusts at beginning of year2012-12-31$16,011,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$677,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$526,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$526,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,072
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,963,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$283,670
Net investment gain or loss from common/collective trusts2012-12-31$480,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,664,916
Employer contributions (assets) at end of year2012-12-31$1,388,045
Employer contributions (assets) at beginning of year2012-12-31$1,572,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,048,045
Contract administrator fees2012-12-31$559,140
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,491,879
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,693,418
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2012-12-31931015766
2011 : SHEET METAL WORKERS 16 HEALTH TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,804,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,577,734
Total income from all sources (including contributions)2011-12-31$16,251,745
Total of all expenses incurred2011-12-31$13,316,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,456,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,936,065
Value of total assets at end of year2011-12-31$23,041,686
Value of total assets at beginning of year2011-12-31$21,880,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$860,633
Total interest from all sources2011-12-31$812
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$38,351
Administrative expenses professional fees incurred2011-12-31$287,456
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,733,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$76,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$156,877
Administrative expenses (other) incurred2011-12-31$101,937
Liabilities. Value of operating payables at end of year2011-12-31$110,858
Liabilities. Value of operating payables at beginning of year2011-12-31$104,256
Total non interest bearing cash at end of year2011-12-31$3,021,836
Total non interest bearing cash at beginning of year2011-12-31$1,662,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,935,109
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,237,410
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,302,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$64,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,833,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,917,990
Value of interest in common/collective trusts at end of year2011-12-31$16,011,615
Value of interest in common/collective trusts at beginning of year2011-12-31$16,253,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$526,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$691,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$691,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$812
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,040,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,144
Net investment gain or loss from common/collective trusts2011-12-31$274,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,202,831
Employer contributions (assets) at end of year2011-12-31$1,572,245
Employer contributions (assets) at beginning of year2011-12-31$1,197,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,415,443
Contract administrator fees2011-12-31$406,900
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,693,418
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,473,478
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2011-12-31931015766
2010 : SHEET METAL WORKERS 16 HEALTH TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,577,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,107,526
Total income from all sources (including contributions)2010-12-31$17,008,956
Total of all expenses incurred2010-12-31$15,162,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,310,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,232,926
Value of total assets at end of year2010-12-31$21,880,035
Value of total assets at beginning of year2010-12-31$19,563,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$852,135
Total interest from all sources2010-12-31$428,951
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,628
Administrative expenses professional fees incurred2010-12-31$293,965
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,402,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$156,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$137,022
Administrative expenses (other) incurred2010-12-31$93,721
Liabilities. Value of operating payables at end of year2010-12-31$104,256
Liabilities. Value of operating payables at beginning of year2010-12-31$95,374
Total non interest bearing cash at end of year2010-12-31$1,662,398
Total non interest bearing cash at beginning of year2010-12-31$976,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,846,206
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,302,301
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,456,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$61,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,917,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,294,124
Value of interest in common/collective trusts at end of year2010-12-31$16,253,878
Value of interest in common/collective trusts at beginning of year2010-12-31$14,181,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$691,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,738,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,738,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$428,951
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,178,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$213,733
Net investment gain or loss from common/collective trusts2010-12-31$121,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,829,941
Employer contributions (assets) at end of year2010-12-31$1,197,489
Employer contributions (assets) at beginning of year2010-12-31$1,235,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,132,408
Contract administrator fees2010-12-31$402,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,473,478
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,012,152
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31THE WEL GROUP, INC.
Accountancy firm EIN2010-12-31202978606

Form 5500 Responses for SHEET METAL WORKERS 16 HEALTH TRUST

2023: SHEET METAL WORKERS 16 HEALTH TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SHEET METAL WORKERS 16 HEALTH TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS 16 HEALTH TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS 16 HEALTH TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS 16 HEALTH TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS 16 HEALTH TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS 16 HEALTH TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS 16 HEALTH TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS 16 HEALTH TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS 16 HEALTH TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS 16 HEALTH TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS 16 HEALTH TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS 16 HEALTH TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS 16 HEALTH TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR138/Z1541
Policy instance 3
Insurance contract or identification numberOR138/Z1541
Number of Individuals Covered470
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $619,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered279
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,016,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803348G
Policy instance 1
Insurance contract or identification number803348G
Number of Individuals Covered1753
Insurance policy start date2022-01-01
Insurance policy end date2022-01-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10549
Policy instance 4
Insurance contract or identification numberSL10549
Number of Individuals Covered1676
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $180,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803348G
Policy instance 1
Insurance contract or identification number803348G
Number of Individuals Covered1704
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001779
Policy instance 3
Insurance contract or identification number10001779
Number of Individuals Covered1267
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR138/Z1541
Policy instance 4
Insurance contract or identification numberOR138/Z1541
Number of Individuals Covered1243
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803348G
Policy instance 1
Insurance contract or identification number803348G
Number of Individuals Covered1704
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $46,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR138/Z1541
Policy instance 4
Insurance contract or identification numberOR138/Z1541
Number of Individuals Covered1243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $628,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered288
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,754,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001779
Policy instance 3
Insurance contract or identification number10001779
Number of Individuals Covered1267
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,054,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001779
Policy instance 3
Insurance contract or identification number10001779
Number of Individuals Covered1130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,132,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered643
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,108,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803348G
Policy instance 1
Insurance contract or identification number803348G
Number of Individuals Covered1740
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $54,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR138/Z1541
Policy instance 4
Insurance contract or identification numberOR138/Z1541
Number of Individuals Covered379
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $521,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001779
Policy instance 3
Insurance contract or identification number10001779
Number of Individuals Covered1089
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,083,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1686
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $55,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR138/Z1541
Policy instance 4
Insurance contract or identification numberOR138/Z1541
Number of Individuals Covered350
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $458,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered570
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,446,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001779
Policy instance 3
Insurance contract or identification number10001779
Number of Individuals Covered1007
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $839,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1511
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $49,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR138/Z1541
Policy instance 4
Insurance contract or identification numberOR138/Z1541
Number of Individuals Covered308
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $393,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered462
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,723,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1541
Policy instance 5
Insurance contract or identification numberZ1541
Number of Individuals Covered241
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $280,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number2768
Policy instance 4
Insurance contract or identification number2768
Number of Individuals Covered710
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $756,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE HEALTH PLAN OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 84930 )
Policy contract number1026188
Policy instance 3
Insurance contract or identification number1026188
Number of Individuals Covered143
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,561,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,797,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1203
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $46,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1512
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $51,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,779,581
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE HEALTH PLAN OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 84930 )
Policy contract number1026188
Policy instance 3
Insurance contract or identification number1026188
Number of Individuals Covered177
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,531,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number2768
Policy instance 4
Insurance contract or identification number2768
Number of Individuals Covered820
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $784,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1541
Policy instance 5
Insurance contract or identification numberZ1541
Number of Individuals Covered262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $293,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1306
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $45,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1541
Policy instance 5
Insurance contract or identification numberZ1541
Number of Individuals Covered251
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $224,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number2768
Policy instance 4
Insurance contract or identification number2768
Number of Individuals Covered783
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $715,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered171
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,689,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE HEALTH PLAN OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 84930 )
Policy contract number1026188
Policy instance 3
Insurance contract or identification number1026188
Number of Individuals Covered146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,370,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $3,276
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,276
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered165
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,273,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1541
Policy instance 5
Insurance contract or identification numberZ1541
Number of Individuals Covered232
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $232,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number2768
Policy instance 4
Insurance contract or identification number2768
Number of Individuals Covered981
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $704,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE HEALTH PLAN OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 84930 )
Policy contract number1026188
Policy instance 3
Insurance contract or identification number1026188
Number of Individuals Covered146
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,253,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1288
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedOTHER (SPECIFY)
Welfare Benefit Premiums Paid to CarrierUSD $44,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE HEALTH PLAN OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 84930 )
Policy contract number1026188
Policy instance 3
Insurance contract or identification number1026188
Number of Individuals Covered74
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,078,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $3,796
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,796
Insurance broker organization code?3
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1541
Policy instance 6
Insurance contract or identification numberZ1541
Number of Individuals Covered215
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 2
Insurance contract or identification number5804
Number of Individuals Covered87
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,026,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-2404 C-3592
Policy instance 5
Insurance contract or identification numberG-2404 C-3592
Number of Individuals Covered874
Insurance policy start date2011-01-01
Insurance policy end date2011-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number2768
Policy instance 4
Insurance contract or identification number2768
Number of Individuals Covered797
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $693,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 1
Insurance contract or identification number621462
Number of Individuals Covered1090
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $34,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1541
Policy instance 2
Insurance contract or identification numberZ1541
Number of Individuals Covered588
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5804
Policy instance 3
Insurance contract or identification number5804
Number of Individuals Covered182
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,775,212
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number2768
Policy instance 6
Insurance contract or identification number2768
Number of Individuals Covered743
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $679,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number621462
Policy instance 5
Insurance contract or identification number621462
Number of Individuals Covered281
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $16,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE HEALTH PLAN OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 84930 )
Policy contract number1026188
Policy instance 4
Insurance contract or identification number1026188
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,384,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-2404 C-3592
Policy instance 1
Insurance contract or identification numberG-2404 C-3592
Number of Individuals Covered895
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $52,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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