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SHEET METAL WORKER 7 ZONE 3 WELFARE 401k Plan overview

Plan NameSHEET METAL WORKER 7 ZONE 3 WELFARE
Plan identification number 501

SHEET METAL WORKER 7 ZONE 3 WELFARE Benefits

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

401k Sponsoring company profile

SHEET METAL WORKER 7 ZONE 3 WELFARE has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKER 7 ZONE 3 WELFARE
Employer identification number (EIN):381449784
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 WORKER 7 ZONE 3 WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01TRAVIS EASTMAN SUSAN LEITELT2019-02-06
5012016-05-01TRAVIS EASTMAN SUSAN LEITELT2018-02-01
5012015-05-01JACOB DENMAN SUSAN LEITELT2016-11-15
5012014-05-01DAVE EDDY SUSAN LEITELT2015-11-25
5012013-05-01DAVE EDDY SUSAN LEITELT2014-11-12
5012012-05-01DAVE EDDY SUSAN LEITELT2014-01-21
5012011-05-01DAVE EDDY SUSAN LEITELT2013-01-23
5012009-05-01CHRISTOPHER STOCKWELL PATRICK MAHER2011-02-10

Plan Statistics for SHEET METAL WORKER 7 ZONE 3 WELFARE

401k plan membership statisitcs for SHEET METAL WORKER 7 ZONE 3 WELFARE

Measure Date Value
2022: SHEET METAL WORKER 7 ZONE 3 WELFARE 2022 401k membership
Total participants, beginning-of-year2022-05-01367
Total number of active participants reported on line 7a of the Form 55002022-05-01197
Number of retired or separated participants receiving benefits2022-05-01171
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01368
Number of employers contributing to the scheme2022-05-0130
2021: SHEET METAL WORKER 7 ZONE 3 WELFARE 2021 401k membership
Total participants, beginning-of-year2021-05-01383
Total number of active participants reported on line 7a of the Form 55002021-05-01203
Number of retired or separated participants receiving benefits2021-05-01164
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01367
Number of employers contributing to the scheme2021-05-0130
2020: SHEET METAL WORKER 7 ZONE 3 WELFARE 2020 401k membership
Total participants, beginning-of-year2020-05-01390
Total number of active participants reported on line 7a of the Form 55002020-05-01217
Number of retired or separated participants receiving benefits2020-05-01166
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01383
Number of employers contributing to the scheme2020-05-0134
2019: SHEET METAL WORKER 7 ZONE 3 WELFARE 2019 401k membership
Total participants, beginning-of-year2019-05-01369
Total number of active participants reported on line 7a of the Form 55002019-05-01214
Number of retired or separated participants receiving benefits2019-05-01176
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01390
Number of employers contributing to the scheme2019-05-0134
2018: SHEET METAL WORKER 7 ZONE 3 WELFARE 2018 401k membership
Total participants, beginning-of-year2018-05-01366
Total number of active participants reported on line 7a of the Form 55002018-05-01205
Number of retired or separated participants receiving benefits2018-05-01164
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01369
Number of employers contributing to the scheme2018-05-0134
2017: SHEET METAL WORKER 7 ZONE 3 WELFARE 2017 401k membership
Total participants, beginning-of-year2017-05-01309
Total number of active participants reported on line 7a of the Form 55002017-05-01193
Number of retired or separated participants receiving benefits2017-05-01173
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01366
Number of employers contributing to the scheme2017-05-0134
2016: SHEET METAL WORKER 7 ZONE 3 WELFARE 2016 401k membership
Total participants, beginning-of-year2016-05-01277
Total number of active participants reported on line 7a of the Form 55002016-05-01177
Number of retired or separated participants receiving benefits2016-05-01132
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01309
Number of employers contributing to the scheme2016-05-0136
2015: SHEET METAL WORKER 7 ZONE 3 WELFARE 2015 401k membership
Total participants, beginning-of-year2015-05-01277
Total number of active participants reported on line 7a of the Form 55002015-05-01189
Number of retired or separated participants receiving benefits2015-05-01126
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01315
Number of employers contributing to the scheme2015-05-0138
2014: SHEET METAL WORKER 7 ZONE 3 WELFARE 2014 401k membership
Total participants, beginning-of-year2014-05-01298
Total number of active participants reported on line 7a of the Form 55002014-05-01170
Number of retired or separated participants receiving benefits2014-05-01107
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01277
Number of employers contributing to the scheme2014-05-0138
2013: SHEET METAL WORKER 7 ZONE 3 WELFARE 2013 401k membership
Total participants, beginning-of-year2013-05-01287
Total number of active participants reported on line 7a of the Form 55002013-05-01176
Number of retired or separated participants receiving benefits2013-05-01122
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-01298
Number of employers contributing to the scheme2013-05-0138
2012: SHEET METAL WORKER 7 ZONE 3 WELFARE 2012 401k membership
Total participants, beginning-of-year2012-05-01315
Total number of active participants reported on line 7a of the Form 55002012-05-01165
Number of retired or separated participants receiving benefits2012-05-01122
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-01287
Number of employers contributing to the scheme2012-05-0141
2011: SHEET METAL WORKER 7 ZONE 3 WELFARE 2011 401k membership
Total participants, beginning-of-year2011-05-01372
Total number of active participants reported on line 7a of the Form 55002011-05-01196
Number of retired or separated participants receiving benefits2011-05-01119
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01315
Number of employers contributing to the scheme2011-05-0136
2009: SHEET METAL WORKER 7 ZONE 3 WELFARE 2009 401k membership
Total participants, beginning-of-year2009-05-01394
Total number of active participants reported on line 7a of the Form 55002009-05-01215
Number of retired or separated participants receiving benefits2009-05-01116
Number of other retired or separated participants entitled to future benefits2009-05-0140
Total of all active and inactive participants2009-05-01371
Number of employers contributing to the scheme2009-05-0140

Financial Data on SHEET METAL WORKER 7 ZONE 3 WELFARE

Measure Date Value
2023 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total transfer of assets to this plan2023-04-30$0
Total transfer of assets from this plan2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$543,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$672,402
Total income from all sources (including contributions)2023-04-30$4,428,059
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$4,190,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$3,952,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$3,302,551
Value of total assets at end of year2023-04-30$1,976,262
Value of total assets at beginning of year2023-04-30$1,867,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$237,616
Total interest from all sources2023-04-30$4,117
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$30,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$30,507
Administrative expenses professional fees incurred2023-04-30$47,381
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$695,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$8,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$14,787
Other income not declared elsewhere2023-04-30$1,117,000
Administrative expenses (other) incurred2023-04-30$106,525
Liabilities. Value of operating payables at end of year2023-04-30$102,766
Liabilities. Value of operating payables at beginning of year2023-04-30$100,786
Total non interest bearing cash at end of year2023-04-30$515,353
Total non interest bearing cash at beginning of year2023-04-30$461,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$237,913
Value of net assets at end of year (total assets less liabilities)2023-04-30$1,432,860
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$1,194,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$2,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$1,122,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$1,120,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$4,117
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$1,093,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-26,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$2,607,299
Employer contributions (assets) at end of year2023-04-30$269,395
Employer contributions (assets) at beginning of year2023-04-30$205,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$2,859,282
Contract administrator fees2023-04-30$81,009
Liabilities. Value of benefit claims payable at end of year2023-04-30$440,636
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$571,616
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$60,586
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$65,033
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2023-04-30382574238
2022 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$672,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$569,568
Total income from all sources (including contributions)2022-04-30$3,392,759
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$4,048,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$3,838,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$3,166,948
Value of total assets at end of year2022-04-30$1,867,349
Value of total assets at beginning of year2022-04-30$2,420,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$209,605
Total interest from all sources2022-04-30$38
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$16,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$16,350
Administrative expenses professional fees incurred2022-04-30$39,481
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$700,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$14,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$16,825
Other income not declared elsewhere2022-04-30$300,000
Administrative expenses (other) incurred2022-04-30$93,096
Liabilities. Value of operating payables at end of year2022-04-30$100,786
Liabilities. Value of operating payables at beginning of year2022-04-30$68,670
Total non interest bearing cash at end of year2022-04-30$461,093
Total non interest bearing cash at beginning of year2022-04-30$894,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-655,495
Value of net assets at end of year (total assets less liabilities)2022-04-30$1,194,947
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$1,850,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$3,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$1,120,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$1,168,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$29,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$29,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$38
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$1,002,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-90,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$2,466,694
Employer contributions (assets) at end of year2022-04-30$205,611
Employer contributions (assets) at beginning of year2022-04-30$304,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$2,836,377
Contract administrator fees2022-04-30$74,016
Liabilities. Value of benefit claims payable at end of year2022-04-30$571,616
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$500,898
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$65,033
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$5,894
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2022-04-30382574238
2021 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$569,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$274,810
Total income from all sources (including contributions)2021-04-30$3,686,944
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$3,934,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$3,707,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$3,558,331
Value of total assets at end of year2021-04-30$2,420,010
Value of total assets at beginning of year2021-04-30$2,372,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$226,776
Total interest from all sources2021-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$43,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$43,869
Administrative expenses professional fees incurred2021-04-30$46,760
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$698,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$16,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$117,853
Administrative expenses (other) incurred2021-04-30$85,573
Liabilities. Value of operating payables at end of year2021-04-30$68,670
Liabilities. Value of operating payables at beginning of year2021-04-30$47,154
Total non interest bearing cash at end of year2021-04-30$894,855
Total non interest bearing cash at beginning of year2021-04-30$974,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$-247,423
Value of net assets at end of year (total assets less liabilities)2021-04-30$1,850,442
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$2,097,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$2,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$1,168,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$1,052,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$29,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$20,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$20,794
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$1,017,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$84,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$2,859,658
Employer contributions (assets) at end of year2021-04-30$304,372
Employer contributions (assets) at beginning of year2021-04-30$141,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$2,689,810
Contract administrator fees2021-04-30$91,576
Liabilities. Value of benefit claims payable at end of year2021-04-30$500,898
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$227,656
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$5,894
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$66,245
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30WRUBEL WESLEY & COMPANY CPAS
Accountancy firm EIN2021-04-30382574238
2020 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total transfer of assets to this plan2020-04-30$0
Total transfer of assets from this plan2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$274,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$265,760
Total income from all sources (including contributions)2020-04-30$3,484,746
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$3,142,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$2,934,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$3,407,984
Value of total assets at end of year2020-04-30$2,372,675
Value of total assets at beginning of year2020-04-30$2,020,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$207,763
Total interest from all sources2020-04-30$32
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$29,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$29,518
Administrative expenses professional fees incurred2020-04-30$33,100
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$694,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$117,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$68,545
Other income not declared elsewhere2020-04-30$47,212
Administrative expenses (other) incurred2020-04-30$90,742
Liabilities. Value of operating payables at end of year2020-04-30$47,154
Liabilities. Value of operating payables at beginning of year2020-04-30$64,084
Total non interest bearing cash at end of year2020-04-30$974,462
Total non interest bearing cash at beginning of year2020-04-30$522,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$342,652
Value of net assets at end of year (total assets less liabilities)2020-04-30$2,097,865
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$1,755,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$2,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$1,052,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$20,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$1,164,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$1,164,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$32
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$933,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$2,713,080
Employer contributions (assets) at end of year2020-04-30$141,193
Employer contributions (assets) at beginning of year2020-04-30$200,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$2,001,246
Contract administrator fees2020-04-30$81,550
Liabilities. Value of benefit claims payable at end of year2020-04-30$227,656
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$201,676
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$66,245
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$65,071
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2020-04-30382574238
2019 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
Total transfer of assets to this plan2019-04-30$0
Total transfer of assets from this plan2019-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$265,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$422,231
Total income from all sources (including contributions)2019-04-30$3,497,547
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$3,777,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$3,565,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$3,481,921
Value of total assets at end of year2019-04-30$2,020,973
Value of total assets at beginning of year2019-04-30$2,457,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$212,334
Total interest from all sources2019-04-30$15,626
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Administrative expenses professional fees incurred2019-04-30$39,147
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$701,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$68,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$26,289
Administrative expenses (other) incurred2019-04-30$92,628
Liabilities. Value of operating payables at end of year2019-04-30$64,084
Liabilities. Value of operating payables at beginning of year2019-04-30$68,890
Total non interest bearing cash at end of year2019-04-30$522,066
Total non interest bearing cash at beginning of year2019-04-30$965,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-280,202
Value of net assets at end of year (total assets less liabilities)2019-04-30$1,755,213
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$2,035,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$1,164,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$1,149,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$1,149,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$15,626
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$942,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$2,780,607
Employer contributions (assets) at end of year2019-04-30$200,655
Employer contributions (assets) at beginning of year2019-04-30$231,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$2,622,750
Contract administrator fees2019-04-30$80,559
Liabilities. Value of benefit claims payable at end of year2019-04-30$201,676
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$353,341
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$65,071
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$85,242
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2019-04-30382574238
2018 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total transfer of assets to this plan2018-04-30$0
Total transfer of assets from this plan2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$422,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$516,021
Total income from all sources (including contributions)2018-04-30$3,343,866
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$3,383,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$3,167,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$3,341,748
Value of total assets at end of year2018-04-30$2,457,646
Value of total assets at beginning of year2018-04-30$2,591,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$216,051
Total interest from all sources2018-04-30$2,118
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Administrative expenses professional fees incurred2018-04-30$44,607
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$731,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$26,289
Administrative expenses (other) incurred2018-04-30$91,205
Liabilities. Value of operating payables at end of year2018-04-30$68,890
Liabilities. Value of operating payables at beginning of year2018-04-30$36,114
Total non interest bearing cash at end of year2018-04-30$965,946
Total non interest bearing cash at beginning of year2018-04-30$1,162,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-40,097
Value of net assets at end of year (total assets less liabilities)2018-04-30$2,035,415
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$2,075,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$1,149,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$1,146,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$1,146,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$2,118
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$934,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$2,609,867
Employer contributions (assets) at end of year2018-04-30$231,159
Employer contributions (assets) at beginning of year2018-04-30$201,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$2,233,147
Contract administrator fees2018-04-30$80,239
Liabilities. Value of benefit claims payable at end of year2018-04-30$353,341
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$479,907
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$85,242
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$79,921
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2018-04-30382574238
2017 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total transfer of assets to this plan2017-04-30$0
Total transfer of assets from this plan2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$516,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$467,888
Total income from all sources (including contributions)2017-04-30$3,057,330
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$3,388,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$3,185,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$3,054,359
Value of total assets at end of year2017-04-30$2,591,533
Value of total assets at beginning of year2017-04-30$2,874,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$203,471
Total interest from all sources2017-04-30$2,971
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Administrative expenses professional fees incurred2017-04-30$85,795
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$733,426
Administrative expenses (other) incurred2017-04-30$44,851
Liabilities. Value of operating payables at end of year2017-04-30$36,114
Liabilities. Value of operating payables at beginning of year2017-04-30$31,594
Total non interest bearing cash at end of year2017-04-30$1,162,830
Total non interest bearing cash at beginning of year2017-04-30$1,462,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-331,245
Value of net assets at end of year (total assets less liabilities)2017-04-30$2,075,512
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$2,406,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$1,146,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$1,145,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$1,145,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$2,971
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$928,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$2,320,933
Employer contributions (assets) at end of year2017-04-30$201,890
Employer contributions (assets) at beginning of year2017-04-30$204,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$2,257,079
Contract administrator fees2017-04-30$72,825
Liabilities. Value of benefit claims payable at end of year2017-04-30$479,907
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$436,294
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$79,921
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$62,583
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2017-04-30382574238
2016 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total transfer of assets to this plan2016-04-30$0
Total transfer of assets from this plan2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$467,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$114,365
Total income from all sources (including contributions)2016-04-30$3,048,973
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$3,324,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$3,135,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$3,047,827
Value of total assets at end of year2016-04-30$2,874,645
Value of total assets at beginning of year2016-04-30$2,797,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$189,627
Total interest from all sources2016-04-30$1,146
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$77,346
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$645,559
Participant contributions at beginning of year2016-04-30$14,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$466,133
Administrative expenses (other) incurred2016-04-30$48,201
Liabilities. Value of operating payables at end of year2016-04-30$31,594
Liabilities. Value of operating payables at beginning of year2016-04-30$52,982
Total non interest bearing cash at end of year2016-04-30$1,462,205
Total non interest bearing cash at beginning of year2016-04-30$877,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-276,022
Value of net assets at end of year (total assets less liabilities)2016-04-30$2,406,757
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$2,682,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$1,145,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$1,143,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$1,143,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$1,146
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$868,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$2,402,268
Employer contributions (assets) at end of year2016-04-30$204,744
Employer contributions (assets) at beginning of year2016-04-30$232,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$2,266,447
Contract administrator fees2016-04-30$64,080
Liabilities. Value of benefit claims payable at end of year2016-04-30$436,294
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$61,383
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$62,583
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$61,968
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2016-04-30382574238
2015 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total transfer of assets to this plan2015-04-30$0
Total transfer of assets from this plan2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$114,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$43,186
Total income from all sources (including contributions)2015-04-30$3,032,087
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$3,213,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$3,078,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$3,031,318
Value of total assets at end of year2015-04-30$2,797,144
Value of total assets at beginning of year2015-04-30$2,906,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$134,255
Total interest from all sources2015-04-30$769
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$44,919
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$674,146
Participant contributions at end of year2015-04-30$14,375
Participant contributions at beginning of year2015-04-30$30,988
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-04-30$442,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$466,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$370,598
Administrative expenses (other) incurred2015-04-30$27,864
Liabilities. Value of operating payables at end of year2015-04-30$52,982
Liabilities. Value of operating payables at beginning of year2015-04-30$7,058
Total non interest bearing cash at end of year2015-04-30$877,756
Total non interest bearing cash at beginning of year2015-04-30$920,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-181,002
Value of net assets at end of year (total assets less liabilities)2015-04-30$2,682,779
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$2,863,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$1,143,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$1,143,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$1,143,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$769
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$2,600,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$2,357,172
Employer contributions (assets) at end of year2015-04-30$232,946
Employer contributions (assets) at beginning of year2015-04-30$218,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$35,279
Contract administrator fees2015-04-30$61,472
Liabilities. Value of benefit claims payable at end of year2015-04-30$61,383
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$36,128
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$61,968
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$223,129
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2015-04-30382574238
2014 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total transfer of assets to this plan2014-04-30$0
Total transfer of assets from this plan2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$43,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$55,816
Total income from all sources (including contributions)2014-04-30$2,929,505
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$2,929,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$2,817,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$2,928,690
Value of total assets at end of year2014-04-30$2,906,967
Value of total assets at beginning of year2014-04-30$2,919,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$111,727
Total interest from all sources2014-04-30$815
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$20,895
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$698,061
Participant contributions at end of year2014-04-30$30,988
Participant contributions at beginning of year2014-04-30$34,375
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-04-30$659,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$370,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$547,104
Administrative expenses (other) incurred2014-04-30$29,843
Liabilities. Value of operating payables at end of year2014-04-30$7,058
Liabilities. Value of operating payables at beginning of year2014-04-30$11,583
Total non interest bearing cash at end of year2014-04-30$920,143
Total non interest bearing cash at beginning of year2014-04-30$854,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$482
Value of net assets at end of year (total assets less liabilities)2014-04-30$2,863,781
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$2,863,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$1,143,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$1,142,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$1,142,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$815
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$2,157,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$2,230,629
Employer contributions (assets) at end of year2014-04-30$218,913
Employer contributions (assets) at beginning of year2014-04-30$155,482
Contract administrator fees2014-04-30$60,989
Liabilities. Value of benefit claims payable at end of year2014-04-30$36,128
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$44,233
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$223,129
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$184,966
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2014-04-30382574238
2013 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total transfer of assets to this plan2013-04-30$0
Total transfer of assets from this plan2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$55,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$74,895
Total income from all sources (including contributions)2013-04-30$2,796,775
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$2,735,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$2,620,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$2,795,158
Value of total assets at end of year2013-04-30$2,919,115
Value of total assets at beginning of year2013-04-30$2,876,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$114,536
Total interest from all sources2013-04-30$1,617
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$26,261
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$849,352
Participant contributions at end of year2013-04-30$34,375
Participant contributions at beginning of year2013-04-30$44,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$547,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$626,107
Administrative expenses (other) incurred2013-04-30$28,266
Liabilities. Value of operating payables at end of year2013-04-30$11,583
Liabilities. Value of operating payables at beginning of year2013-04-30$7,031
Total non interest bearing cash at end of year2013-04-30$854,799
Total non interest bearing cash at beginning of year2013-04-30$368,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$61,482
Value of net assets at end of year (total assets less liabilities)2013-04-30$2,863,299
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$2,801,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$1,142,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$1,490,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$1,490,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$1,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$1,935,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$1,945,806
Employer contributions (assets) at end of year2013-04-30$155,482
Employer contributions (assets) at beginning of year2013-04-30$143,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$684,865
Contract administrator fees2013-04-30$60,009
Liabilities. Value of benefit claims payable at end of year2013-04-30$44,233
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$67,864
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$184,966
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$203,022
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2013-04-30382574238
2012 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total transfer of assets to this plan2012-04-30$0
Total transfer of assets from this plan2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$74,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$151,492
Total income from all sources (including contributions)2012-04-30$3,072,416
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$3,409,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$3,303,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$3,071,517
Value of total assets at end of year2012-04-30$2,876,712
Value of total assets at beginning of year2012-04-30$3,290,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$105,675
Total interest from all sources2012-04-30$899
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$22,128
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$771,903
Participant contributions at end of year2012-04-30$44,857
Participant contributions at beginning of year2012-04-30$49,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$626,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$512,230
Administrative expenses (other) incurred2012-04-30$25,407
Liabilities. Value of operating payables at end of year2012-04-30$7,031
Liabilities. Value of operating payables at beginning of year2012-04-30$61,134
Total non interest bearing cash at end of year2012-04-30$368,087
Total non interest bearing cash at beginning of year2012-04-30$370,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-337,035
Value of net assets at end of year (total assets less liabilities)2012-04-30$2,801,817
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$3,138,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,490,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$1,889,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$1,889,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$2,700,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$2,299,614
Employer contributions (assets) at end of year2012-04-30$143,854
Employer contributions (assets) at beginning of year2012-04-30$192,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$603,732
Contract administrator fees2012-04-30$58,140
Liabilities. Value of benefit claims payable at end of year2012-04-30$67,864
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$90,358
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$203,022
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$275,322
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30WRUBEL, WESLEY & COMPANY C.P.A.'S
Accountancy firm EIN2012-04-30382574238
2011 : SHEET METAL WORKER 7 ZONE 3 WELFARE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total transfer of assets to this plan2011-04-30$0
Total transfer of assets from this plan2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$151,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$59,760
Total income from all sources (including contributions)2011-04-30$3,375,686
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$3,249,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$3,143,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$3,374,523
Value of total assets at end of year2011-04-30$3,290,344
Value of total assets at beginning of year2011-04-30$3,072,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$105,688
Total interest from all sources2011-04-30$1,163
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$20,092
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$845,904
Participant contributions at end of year2011-04-30$49,197
Participant contributions at beginning of year2011-04-30$104,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$512,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$262,173
Administrative expenses (other) incurred2011-04-30$28,896
Liabilities. Value of operating payables at end of year2011-04-30$61,134
Liabilities. Value of operating payables at beginning of year2011-04-30$8,332
Total non interest bearing cash at end of year2011-04-30$370,996
Total non interest bearing cash at beginning of year2011-04-30$408,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$126,485
Value of net assets at end of year (total assets less liabilities)2011-04-30$3,138,852
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$3,012,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$1,889,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$1,888,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$1,888,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$1,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$3,118,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$2,528,619
Employer contributions (assets) at end of year2011-04-30$192,713
Employer contributions (assets) at beginning of year2011-04-30$182,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$24,961
Contract administrator fees2011-04-30$56,700
Liabilities. Value of benefit claims payable at end of year2011-04-30$90,358
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$51,428
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$275,322
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$225,409
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30WRUBEL, WESLEY & COMPANY C.P.A.'S
Accountancy firm EIN2011-04-30382574238

Form 5500 Responses for SHEET METAL WORKER 7 ZONE 3 WELFARE

2022: SHEET METAL WORKER 7 ZONE 3 WELFARE 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKER 7 ZONE 3 WELFARE 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKER 7 ZONE 3 WELFARE 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKER 7 ZONE 3 WELFARE 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKER 7 ZONE 3 WELFARE 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKER 7 ZONE 3 WELFARE 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKER 7 ZONE 3 WELFARE 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKER 7 ZONE 3 WELFARE 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKER 7 ZONE 3 WELFARE 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKER 7 ZONE 3 WELFARE 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKER 7 ZONE 3 WELFARE 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKER 7 ZONE 3 WELFARE 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKER 7 ZONE 3 WELFARE 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304499
Policy instance 2
Insurance contract or identification number304499
Number of Individuals Covered191
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $20,200
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $687,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,400
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number226234
Policy instance 1
Insurance contract or identification number226234
Number of Individuals Covered255
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $14,041
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $349,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,249
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304499
Policy instance 2
Insurance contract or identification number304499
Number of Individuals Covered196
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $20,600
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $695,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,600
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number226234
Policy instance 1
Insurance contract or identification number226234
Number of Individuals Covered265
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $11,997
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $342,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,997
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304499
Policy instance 2
Insurance contract or identification number304499
Number of Individuals Covered195
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $21,800
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 BenefitYes
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $767,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,800
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number226234
Policy instance 1
Insurance contract or identification number226234
Number of Individuals Covered264
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $10,932
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $312,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,932
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304499
Policy instance 1
Insurance contract or identification number304499
Number of Individuals Covered200
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $22,100
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
Welfare Benefit Premiums Paid to CarrierUSD $601,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,100
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33244
Policy instance 2
Insurance contract or identification numberHCL33244
Number of Individuals Covered258
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $209,944
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33244
Policy instance 3
Insurance contract or identification numberHCL33244
Number of Individuals Covered251
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $203,564
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304504
Policy instance 2
Insurance contract or identification number304504
Number of Individuals Covered195
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $400
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
Welfare Benefit Premiums Paid to CarrierUSD $279,572
Commission paid to Insurance BrokerUSD $400
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304499
Policy instance 1
Insurance contract or identification number304499
Number of Individuals Covered195
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $20,400
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
Welfare Benefit Premiums Paid to CarrierUSD $519,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,400
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33244
Policy instance 6
Insurance contract or identification numberHCL33244
Number of Individuals Covered241
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $208,373
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304504
Policy instance 5
Insurance contract or identification number304504
Number of Individuals Covered104
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $134,044
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304499
Policy instance 4
Insurance contract or identification number304499
Number of Individuals Covered87
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $113,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number299101
Policy instance 3
Insurance contract or identification number299101
Number of Individuals Covered191
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $450
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
Welfare Benefit Premiums Paid to CarrierUSD $247,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number293107
Policy instance 2
Insurance contract or identification number293107
Number of Individuals Covered191
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $194,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number299201
Policy instance 1
Insurance contract or identification number299201
Number of Individuals Covered13
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $22,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number293106
Policy instance 1
Insurance contract or identification number293106
Number of Individuals Covered9
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $1,200
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Welfare Benefit Premiums Paid to CarrierUSD $33,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,200
Insurance broker organization code?3
Insurance broker nameASSOCIATION BENEFITS COMPANY
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number293107
Policy instance 2
Insurance contract or identification number293107
Number of Individuals Covered80
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $11,700
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Welfare Benefit Premiums Paid to CarrierUSD $320,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,700
Insurance broker organization code?3
Insurance broker nameASSOCIATION BENEFITS COMPANY
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 18864
Policy instance 3
Insurance contract or identification numberGROUP 18864
Number of Individuals Covered540
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $6,868
Total amount of fees paid to insurance companyUSD $4,178
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $198,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,868
Amount paid for insurance broker fees479
Additional information about fees paid to insurance brokerCONSULTING
Insurance broker organization code?3
Insurance broker name
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number293105
Policy instance 4
Insurance contract or identification number293105
Number of Individuals Covered97
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $15,450
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Welfare Benefit Premiums Paid to CarrierUSD $392,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,450
Insurance broker organization code?3
Insurance broker nameASSOCIATION BENEFITS COMPANY
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number60247-600
Policy instance 2
Insurance contract or identification number60247-600
Number of Individuals Covered192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Welfare Benefit Premiums Paid to CarrierUSD $141,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,750
Insurance broker organization code?3
Insurance broker nameJONATHAN M. POPE
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 18864
Policy instance 1
Insurance contract or identification numberGROUP 18864
Number of Individuals Covered548
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $21,809
Total amount of fees paid to insurance companyUSD $5,996
Are there contracts with allocated funds for individual policies?No
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?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,395
Insurance broker organization code?3
Amount paid for insurance broker fees5996
Additional information about fees paid to insurance brokerCONSULTING
Insurance broker nameMICHAEL G. BUCK
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 18864
Policy instance 1
Insurance contract or identification numberGROUP 18864
Number of Individuals Covered800
Insurance policy start date2013-07-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $8,084
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,177
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE FINANCIAL
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 18864
Policy instance 1
Insurance contract or identification numberGROUP 18864
Number of Individuals Covered734
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Were dividends or retroactive rate refunds paid as a credit?No
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 18864
Policy instance 1
Insurance contract or identification numberGROUP 18864
Number of Individuals Covered818
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Were dividends or retroactive rate refunds paid as a credit?No
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 18864
Policy instance 1
Insurance contract or identification numberGROUP 18864
Number of Individuals Covered787
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Were dividends or retroactive rate refunds paid as a credit?No

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