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SHEET METAL #10 BENEFIT FUND 401k Plan overview

Plan NameSHEET METAL #10 BENEFIT FUND
Plan identification number 501

SHEET METAL #10 BENEFIT FUND Benefits

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

401k Sponsoring company profile

TRUSTEES OF SHEET METAL 10 BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF SHEET METAL 10 BENEFIT FUND
Employer identification number (EIN):410871191
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL #10 BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JOHN QUARNSTROM MATTHEW FAIRBANKS2018-10-12
5012016-01-01JOHN QUARNSTROM JAMES BOWMAN2017-10-10
5012015-01-01JOHN QUARNSTROM JAMES BOWMAN2016-10-13
5012014-01-01JOHN QUARNSTROM JAMES BOWMAN2015-10-08
5012013-01-01JOHN QUARNSTROM JAMES BOWMAN2014-10-15
5012012-01-01JOHN QUARNSTROM JAMES BOWMAN2013-10-08
5012011-01-01JOHN QUARNSTROM JAMES BOWMAN2012-10-15
5012010-01-01JOHN QUARNSTROM MARTIN STRUB2011-10-17
5012009-01-01MARTIN STRUB JOHN QUARNSTROM2010-10-12

Plan Statistics for SHEET METAL #10 BENEFIT FUND

401k plan membership statisitcs for SHEET METAL #10 BENEFIT FUND

Measure Date Value
2022: SHEET METAL #10 BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-014,398
Total number of active participants reported on line 7a of the Form 55002022-01-013,082
Number of retired or separated participants receiving benefits2022-01-011,211
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014,293
Number of employers contributing to the scheme2022-01-01193
2021: SHEET METAL #10 BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-014,286
Total number of active participants reported on line 7a of the Form 55002021-01-013,190
Number of retired or separated participants receiving benefits2021-01-011,208
Total of all active and inactive participants2021-01-014,398
Number of employers contributing to the scheme2021-01-01190
2020: SHEET METAL #10 BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-014,408
Total number of active participants reported on line 7a of the Form 55002020-01-013,089
Number of retired or separated participants receiving benefits2020-01-011,197
Total of all active and inactive participants2020-01-014,286
Number of employers contributing to the scheme2020-01-01190
2019: SHEET METAL #10 BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-014,320
Total number of active participants reported on line 7a of the Form 55002019-01-013,253
Number of retired or separated participants receiving benefits2019-01-011,155
Total of all active and inactive participants2019-01-014,408
Number of employers contributing to the scheme2019-01-01187
2018: SHEET METAL #10 BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-014,377
Total number of active participants reported on line 7a of the Form 55002018-01-013,183
Number of retired or separated participants receiving benefits2018-01-011,137
Total of all active and inactive participants2018-01-014,320
Number of employers contributing to the scheme2018-01-01185
2017: SHEET METAL #10 BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-014,277
Total number of active participants reported on line 7a of the Form 55002017-01-013,253
Number of retired or separated participants receiving benefits2017-01-011,124
Total of all active and inactive participants2017-01-014,377
Number of employers contributing to the scheme2017-01-01195
2016: SHEET METAL #10 BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,187
Total number of active participants reported on line 7a of the Form 55002016-01-013,165
Number of retired or separated participants receiving benefits2016-01-011,112
Total of all active and inactive participants2016-01-014,277
Number of employers contributing to the scheme2016-01-01215
2015: SHEET METAL #10 BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-013,808
Total number of active participants reported on line 7a of the Form 55002015-01-013,080
Number of retired or separated participants receiving benefits2015-01-011,107
Total of all active and inactive participants2015-01-014,187
Number of employers contributing to the scheme2015-01-01217
2014: SHEET METAL #10 BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-013,732
Total number of active participants reported on line 7a of the Form 55002014-01-012,708
Number of retired or separated participants receiving benefits2014-01-011,100
Total of all active and inactive participants2014-01-013,808
Number of employers contributing to the scheme2014-01-01208
2013: SHEET METAL #10 BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,648
Total number of active participants reported on line 7a of the Form 55002013-01-012,581
Number of retired or separated participants receiving benefits2013-01-011,151
Total of all active and inactive participants2013-01-013,732
Number of employers contributing to the scheme2013-01-01200
2012: SHEET METAL #10 BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-013,629
Total number of active participants reported on line 7a of the Form 55002012-01-012,532
Number of retired or separated participants receiving benefits2012-01-011,116
Total of all active and inactive participants2012-01-013,648
Number of employers contributing to the scheme2012-01-01198
2011: SHEET METAL #10 BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,647
Total number of active participants reported on line 7a of the Form 55002011-01-012,517
Number of retired or separated participants receiving benefits2011-01-011,112
Total of all active and inactive participants2011-01-013,629
Number of employers contributing to the scheme2011-01-01205
2010: SHEET METAL #10 BENEFIT FUND 2010 401k membership
Total participants, beginning-of-year2010-01-013,797
Total number of active participants reported on line 7a of the Form 55002010-01-012,548
Number of retired or separated participants receiving benefits2010-01-011,099
Total of all active and inactive participants2010-01-013,647
Number of employers contributing to the scheme2010-01-01225
2009: SHEET METAL #10 BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-014,345
Total number of active participants reported on line 7a of the Form 55002009-01-012,720
Number of retired or separated participants receiving benefits2009-01-011,077
Total of all active and inactive participants2009-01-013,797
Number of employers contributing to the scheme2009-01-01217

Financial Data on SHEET METAL #10 BENEFIT FUND

Measure Date Value
2022 : SHEET METAL #10 BENEFIT FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,577,098
Total unrealized appreciation/depreciation of assets2022-12-31$-1,577,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,682,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,461,321
Total income from all sources (including contributions)2022-12-31$55,910,680
Total loss/gain on sale of assets2022-12-31$-153,360
Total of all expenses incurred2022-12-31$60,200,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,338,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$59,340,276
Value of total assets at end of year2022-12-31$76,849,571
Value of total assets at beginning of year2022-12-31$81,918,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$861,630
Total interest from all sources2022-12-31$404,159
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,168,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$849,356
Administrative expenses professional fees incurred2022-12-31$179,341
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,857,920
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,807,246
Other income not declared elsewhere2022-12-31$4,026,400
Administrative expenses (other) incurred2022-12-31$68,814
Total non interest bearing cash at end of year2022-12-31$-74,529
Total non interest bearing cash at beginning of year2022-12-31$-118,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,289,374
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,167,571
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,456,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$9,633,354
Assets. partnership/joint venture interests at beginning of year2022-12-31$8,114,902
Investment advisory and management fees2022-12-31$61,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,322,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,705,875
Income. Interest from US Government securities2022-12-31$1,764
Income. Interest from corporate debt instruments2022-12-31$395,318
Value of interest in common/collective trusts at end of year2022-12-31$1,690,752
Value of interest in common/collective trusts at beginning of year2022-12-31$1,919,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,623,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,347,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,347,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,077
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,817,976
Asset value of US Government securities at end of year2022-12-31$405,890
Asset value of US Government securities at beginning of year2022-12-31$427,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,073,861
Net investment gain or loss from common/collective trusts2022-12-31$-223,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$51,482,356
Income. Dividends from common stock2022-12-31$318,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,713,202
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,631,554
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,522,265
Contract administrator fees2022-12-31$552,371
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,616,955
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,682,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,461,321
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$4,829,098
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,982,458
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : SHEET METAL #10 BENEFIT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$327,145
Total unrealized appreciation/depreciation of assets2021-12-31$327,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,461,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,077,401
Total income from all sources (including contributions)2021-12-31$68,662,130
Total loss/gain on sale of assets2021-12-31$-56,583
Total of all expenses incurred2021-12-31$57,797,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,927,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$58,293,982
Value of total assets at end of year2021-12-31$81,918,266
Value of total assets at beginning of year2021-12-31$72,670,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$870,123
Total interest from all sources2021-12-31$384,641
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,677,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,677,664
Administrative expenses professional fees incurred2021-12-31$192,269
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,843,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,747,731
Other income not declared elsewhere2021-12-31$4,024,579
Administrative expenses (other) incurred2021-12-31$82,296
Total non interest bearing cash at end of year2021-12-31$-118,595
Total non interest bearing cash at beginning of year2021-12-31$34,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,864,175
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,456,945
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$65,592,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$8,114,902
Investment advisory and management fees2021-12-31$66,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,705,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,913,630
Income. Interest from US Government securities2021-12-31$34
Income. Interest from corporate debt instruments2021-12-31$382,504
Value of interest in common/collective trusts at end of year2021-12-31$1,919,064
Value of interest in common/collective trusts at beginning of year2021-12-31$1,863,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,347,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,441,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,441,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,103
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$6,675,825
Asset value of US Government securities at end of year2021-12-31$427,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,950,375
Net investment gain or loss from common/collective trusts2021-12-31$60,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$50,450,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$48,504,276
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,522,265
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,417,489
Contract administrator fees2021-12-31$528,852
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,461,321
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,077,401
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$5,117,488
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,174,071
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : SHEET METAL #10 BENEFIT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$309,771
Total unrealized appreciation/depreciation of assets2020-12-31$309,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,077,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,031,926
Total income from all sources (including contributions)2020-12-31$61,384,459
Total loss/gain on sale of assets2020-12-31$59,171
Total of all expenses incurred2020-12-31$56,950,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$56,112,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$55,954,342
Value of total assets at end of year2020-12-31$72,670,171
Value of total assets at beginning of year2020-12-31$67,190,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$837,516
Total interest from all sources2020-12-31$492,154
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,363,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,363,424
Administrative expenses professional fees incurred2020-12-31$187,157
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,625,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,838,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$857,310
Other income not declared elsewhere2020-12-31$1,985,723
Administrative expenses (other) incurred2020-12-31$73,955
Total non interest bearing cash at end of year2020-12-31$34,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,434,063
Value of net assets at end of year (total assets less liabilities)2020-12-31$65,592,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$61,158,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$67,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,913,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,496,320
Income. Interest from US Government securities2020-12-31$8,727
Income. Interest from corporate debt instruments2020-12-31$477,517
Value of interest in common/collective trusts at end of year2020-12-31$1,863,601
Value of interest in common/collective trusts at beginning of year2020-12-31$1,794,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,441,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,852,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,852,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,910
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$6,769,891
Asset value of US Government securities at beginning of year2020-12-31$995,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,144,495
Net investment gain or loss from common/collective trusts2020-12-31$75,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$48,329,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$47,504,945
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,417,489
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,052,429
Contract administrator fees2020-12-31$508,764
Liabilities. Value of benefit claims payable at end of year2020-12-31$7,077,401
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,174,616
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,334,279
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,275,108
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : SHEET METAL #10 BENEFIT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$590,332
Total unrealized appreciation/depreciation of assets2019-12-31$590,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,031,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,912,146
Total income from all sources (including contributions)2019-12-31$68,437,049
Total loss/gain on sale of assets2019-12-31$201,585
Total of all expenses incurred2019-12-31$57,365,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$56,567,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,776,781
Value of total assets at end of year2019-12-31$67,190,633
Value of total assets at beginning of year2019-12-31$55,999,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$797,525
Total interest from all sources2019-12-31$477,973
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,592,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,592,323
Administrative expenses professional fees incurred2019-12-31$170,149
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,751,407
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,941,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$857,310
Other income not declared elsewhere2019-12-31$3,495,863
Administrative expenses (other) incurred2019-12-31$111,033
Total non interest bearing cash at beginning of year2019-12-31$6,684,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,071,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$61,158,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,087,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$62,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,496,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,556,700
Income. Interest from corporate debt instruments2019-12-31$438,725
Value of interest in common/collective trusts at end of year2019-12-31$1,794,379
Value of interest in common/collective trusts at beginning of year2019-12-31$1,651,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,852,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$719,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$719,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$39,248
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,974,178
Asset value of US Government securities at end of year2019-12-31$995,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,153,778
Net investment gain or loss from common/collective trusts2019-12-31$148,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$51,025,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,652,018
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,052,429
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,386,836
Contract administrator fees2019-12-31$454,280
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,174,616
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,912,146
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,675,746
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,474,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : SHEET METAL #10 BENEFIT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-470,988
Total unrealized appreciation/depreciation of assets2018-12-31$-470,988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,912,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,536,472
Total income from all sources (including contributions)2018-12-31$54,406,510
Total loss/gain on sale of assets2018-12-31$-58,121
Total of all expenses incurred2018-12-31$55,161,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,401,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$55,484,371
Value of total assets at end of year2018-12-31$55,999,272
Value of total assets at beginning of year2018-12-31$55,378,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$760,542
Total interest from all sources2018-12-31$444,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,993,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,993,495
Administrative expenses professional fees incurred2018-12-31$207,242
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,805,158
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,776,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$92,925
Other income not declared elsewhere2018-12-31$1,709,538
Administrative expenses (other) incurred2018-12-31$84,560
Total non interest bearing cash at end of year2018-12-31$6,684,566
Total non interest bearing cash at beginning of year2018-12-31$4,264,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-755,092
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,087,126
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,842,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,717,713
Investment advisory and management fees2018-12-31$60,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,556,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,224,379
Income. Interest from corporate debt instruments2018-12-31$435,465
Value of interest in common/collective trusts at end of year2018-12-31$1,651,947
Value of interest in common/collective trusts at beginning of year2018-12-31$1,646,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$719,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$472,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$472,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,675
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,583,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,707,405
Net investment gain or loss from common/collective trusts2018-12-31$11,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$48,679,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,041,435
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,386,836
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$9,960,849
Contract administrator fees2018-12-31$408,264
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,912,146
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,536,472
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$4,824,380
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,882,501
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : SHEET METAL #10 BENEFIT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$199,120
Total unrealized appreciation/depreciation of assets2017-12-31$199,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,536,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,598,414
Total income from all sources (including contributions)2017-12-31$61,505,986
Total loss/gain on sale of assets2017-12-31$53,914
Total of all expenses incurred2017-12-31$52,136,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$51,228,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$54,519,428
Value of total assets at end of year2017-12-31$55,378,690
Value of total assets at beginning of year2017-12-31$46,071,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$907,807
Total interest from all sources2017-12-31$467,080
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$995,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$995,048
Administrative expenses professional fees incurred2017-12-31$177,167
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,068,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,567,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$92,925
Other income not declared elsewhere2017-12-31$2,428,237
Administrative expenses (other) incurred2017-12-31$261,330
Total non interest bearing cash at end of year2017-12-31$4,264,525
Total non interest bearing cash at beginning of year2017-12-31$3,004,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,369,430
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,842,218
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,472,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$1,717,713
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,562,904
Investment advisory and management fees2017-12-31$61,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,224,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,689,797
Income. Interest from corporate debt instruments2017-12-31$463,167
Value of interest in common/collective trusts at end of year2017-12-31$1,646,216
Value of interest in common/collective trusts at beginning of year2017-12-31$1,528,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$472,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$297,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$297,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,913
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,315,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,720,085
Net investment gain or loss from common/collective trusts2017-12-31$123,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$48,450,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$45,345,330
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$9,960,849
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$8,988,043
Contract administrator fees2017-12-31$408,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,536,472
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,598,414
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,500,090
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,446,176
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : SHEET METAL #10 BENEFIT FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$110,128
Total unrealized appreciation/depreciation of assets2016-12-31$110,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,598,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,873,282
Total income from all sources (including contributions)2016-12-31$56,005,759
Total loss/gain on sale of assets2016-12-31$-151,280
Total of all expenses incurred2016-12-31$50,023,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,071,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$51,151,337
Value of total assets at end of year2016-12-31$46,071,202
Value of total assets at beginning of year2016-12-31$40,363,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$952,292
Total interest from all sources2016-12-31$440,441
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$699,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$699,492
Administrative expenses professional fees incurred2016-12-31$163,924
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,014,702
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,575,070
Other income not declared elsewhere2016-12-31$2,271,197
Administrative expenses (other) incurred2016-12-31$321,209
Total non interest bearing cash at end of year2016-12-31$3,004,193
Total non interest bearing cash at beginning of year2016-12-31$2,168,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,982,357
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,472,788
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,490,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$1,562,904
Assets. partnership/joint venture interests at beginning of year2016-12-31$3,260,615
Investment advisory and management fees2016-12-31$58,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,689,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,720,612
Income. Interest from US Government securities2016-12-31$818
Income. Interest from corporate debt instruments2016-12-31$436,463
Value of interest in common/collective trusts at end of year2016-12-31$1,528,591
Value of interest in common/collective trusts at beginning of year2016-12-31$1,457,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$297,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$348,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$348,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,160
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,176,974
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$78,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,408,534
Net investment gain or loss from common/collective trusts2016-12-31$75,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$45,136,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,319,066
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$8,988,043
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,328,761
Contract administrator fees2016-12-31$408,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,598,414
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,873,282
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,739,663
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,890,943
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : SHEET METAL #10 BENEFIT FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-245,051
Total unrealized appreciation/depreciation of assets2015-12-31$-245,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,873,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,314,721
Total income from all sources (including contributions)2015-12-31$48,826,337
Total loss/gain on sale of assets2015-12-31$-34,716
Total of all expenses incurred2015-12-31$47,146,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,032,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$48,740,482
Value of total assets at end of year2015-12-31$40,363,713
Value of total assets at beginning of year2015-12-31$37,124,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,113,396
Total interest from all sources2015-12-31$366,694
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$655,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$655,273
Administrative expenses professional fees incurred2015-12-31$144,682
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,446,325
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,566,816
Other income not declared elsewhere2015-12-31$1,411,839
Administrative expenses (other) incurred2015-12-31$453,854
Total non interest bearing cash at end of year2015-12-31$2,168,223
Total non interest bearing cash at beginning of year2015-12-31$2,788,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,680,186
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,490,431
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,810,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$3,260,615
Assets. partnership/joint venture interests at beginning of year2015-12-31$3,271,321
Investment advisory and management fees2015-12-31$55,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,720,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,968,550
Income. Interest from US Government securities2015-12-31$4,169
Income. Interest from corporate debt instruments2015-12-31$359,818
Value of interest in common/collective trusts at end of year2015-12-31$1,457,672
Value of interest in common/collective trusts at beginning of year2015-12-31$1,474,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$348,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$785,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$785,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,707
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,845,290
Asset value of US Government securities at end of year2015-12-31$78,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,056,088
Net investment gain or loss from common/collective trusts2015-12-31$-12,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$43,294,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$40,620,649
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,328,761
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,836,493
Contract administrator fees2015-12-31$459,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,873,282
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,314,721
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,444,974
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,479,690
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : SHEET METAL #10 BENEFIT FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$171,759
Total unrealized appreciation/depreciation of assets2014-12-31$171,759
Total income from all sources (including contributions)2014-12-31$43,494,941
Total loss/gain on sale of assets2014-12-31$-22,277
Total of all expenses incurred2014-12-31$41,093,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,361,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$41,127,563
Value of total assets at end of year2014-12-31$37,124,966
Value of total assets at beginning of year2014-12-31$34,723,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$732,363
Total interest from all sources2014-12-31$284,571
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$548,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$548,441
Administrative expenses professional fees incurred2014-12-31$153,301
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,074,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,562,570
Other income not declared elsewhere2014-12-31$1,215,337
Administrative expenses (other) incurred2014-12-31$61,775
Total non interest bearing cash at end of year2014-12-31$2,788,053
Total non interest bearing cash at beginning of year2014-12-31$4,529,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,401,377
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,124,966
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,723,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$3,271,321
Assets. partnership/joint venture interests at beginning of year2014-12-31$2,614,413
Investment advisory and management fees2014-12-31$57,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,968,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,926,693
Income. Interest from US Government securities2014-12-31$4,323
Income. Interest from corporate debt instruments2014-12-31$277,490
Value of interest in common/collective trusts at end of year2014-12-31$1,474,861
Value of interest in common/collective trusts at beginning of year2014-12-31$1,334,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$785,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$749,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$749,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,758
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,837,255
Asset value of US Government securities at beginning of year2014-12-31$266,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,245
Net investment gain or loss from common/collective trusts2014-12-31$145,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$35,053,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,961,376
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,836,493
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,302,657
Contract administrator fees2014-12-31$459,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,643,090
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,665,367
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : SHEET METAL #10 BENEFIT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$24,934
Total unrealized appreciation/depreciation of assets2013-12-31$24,934
Total income from all sources (including contributions)2013-12-31$42,590,118
Total loss/gain on sale of assets2013-12-31$-6,371
Total of all expenses incurred2013-12-31$37,023,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,262,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,495,893
Value of total assets at end of year2013-12-31$34,723,589
Value of total assets at beginning of year2013-12-31$29,156,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$761,254
Total interest from all sources2013-12-31$456,296
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$528,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$528,847
Administrative expenses professional fees incurred2013-12-31$183,038
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,176,301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,357,000
Other income not declared elsewhere2013-12-31$1,211,572
Administrative expenses (other) incurred2013-12-31$51,559
Total non interest bearing cash at end of year2013-12-31$4,529,805
Total non interest bearing cash at beginning of year2013-12-31$452,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,566,825
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,723,589
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,156,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$2,614,413
Investment advisory and management fees2013-12-31$67,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,926,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,387,243
Income. Interest from US Government securities2013-12-31$14,525
Income. Interest from corporate debt instruments2013-12-31$439,072
Value of interest in common/collective trusts at end of year2013-12-31$1,334,398
Value of interest in common/collective trusts at beginning of year2013-12-31$1,340,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$749,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$283,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$283,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,699
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,842,191
Asset value of US Government securities at end of year2013-12-31$266,545
Asset value of US Government securities at beginning of year2013-12-31$331,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,880,174
Net investment gain or loss from common/collective trusts2013-12-31$-1,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$32,319,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,062,848
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,302,657
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$8,362,116
Contract administrator fees2013-12-31$459,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,123,041
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,129,412
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : SHEET METAL #10 BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$234,942
Total unrealized appreciation/depreciation of assets2012-12-31$234,942
Total income from all sources (including contributions)2012-12-31$39,512,772
Total loss/gain on sale of assets2012-12-31$-4,986
Total of all expenses incurred2012-12-31$37,193,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$36,500,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$35,896,219
Value of total assets at end of year2012-12-31$29,156,764
Value of total assets at beginning of year2012-12-31$26,837,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$693,502
Total interest from all sources2012-12-31$479,868
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$636,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$636,969
Administrative expenses professional fees incurred2012-12-31$141,135
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,203,367
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,347,447
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,255,666
Other income not declared elsewhere2012-12-31$1,061,346
Administrative expenses (other) incurred2012-12-31$43,079
Total non interest bearing cash at end of year2012-12-31$452,434
Total non interest bearing cash at beginning of year2012-12-31$2,577,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,319,014
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,156,764
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,837,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$49,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,387,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,750,308
Income. Interest from US Government securities2012-12-31$15,169
Income. Interest from corporate debt instruments2012-12-31$462,049
Value of interest in common/collective trusts at end of year2012-12-31$1,340,298
Value of interest in common/collective trusts at beginning of year2012-12-31$1,251,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$283,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$558,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$558,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,650
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,965,148
Asset value of US Government securities at end of year2012-12-31$331,335
Asset value of US Government securities at beginning of year2012-12-31$336,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,114,902
Net investment gain or loss from common/collective trusts2012-12-31$93,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$29,692,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,279,442
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$8,362,116
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,016,482
Contract administrator fees2012-12-31$459,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,956,233
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,961,219
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : SHEET METAL #10 BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$293,982
Total unrealized appreciation/depreciation of assets2011-12-31$293,982
Total income from all sources (including contributions)2011-12-31$36,317,897
Total loss/gain on sale of assets2011-12-31$57,234
Total of all expenses incurred2011-12-31$33,426,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,717,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,087,490
Value of total assets at end of year2011-12-31$26,837,750
Value of total assets at beginning of year2011-12-31$23,946,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$709,100
Total interest from all sources2011-12-31$646,531
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$430,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$430,934
Administrative expenses professional fees incurred2011-12-31$135,263
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,561,765
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,347,447
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$250,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,210,151
Other income not declared elsewhere2011-12-31$1,615,527
Administrative expenses (other) incurred2011-12-31$35,973
Total non interest bearing cash at end of year2011-12-31$2,577,851
Total non interest bearing cash at beginning of year2011-12-31$4,347,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,891,043
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,837,750
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,946,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$78,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,750,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,416,100
Interest earned on other investments2011-12-31$799
Income. Interest from US Government securities2011-12-31$124,535
Income. Interest from corporate debt instruments2011-12-31$515,744
Value of interest in common/collective trusts at end of year2011-12-31$1,251,303
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$558,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$441,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$441,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,453
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,639,439
Asset value of US Government securities at end of year2011-12-31$336,257
Asset value of US Government securities at beginning of year2011-12-31$5,208,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-866,430
Net investment gain or loss from common/collective trusts2011-12-31$52,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$27,525,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,868,164
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,016,482
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$10,283,137
Contract administrator fees2011-12-31$459,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$17,874,519
Aggregate carrying amount (costs) on sale of assets2011-12-31$17,817,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : SHEET METAL #10 BENEFIT FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-292,549
Total unrealized appreciation/depreciation of assets2010-12-31$-292,549
Total income from all sources (including contributions)2010-12-31$34,196,210
Total loss/gain on sale of assets2010-12-31$-14,896
Total of all expenses incurred2010-12-31$32,742,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,902,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,615,635
Value of total assets at end of year2010-12-31$23,946,707
Value of total assets at beginning of year2010-12-31$22,492,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$840,238
Total interest from all sources2010-12-31$462,980
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$38,292
Administrative expenses professional fees incurred2010-12-31$154,016
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,128,614
Assets. Other investments not covered elsewhere at end of year2010-12-31$250,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$550,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,366,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,396
Other income not declared elsewhere2010-12-31$2,002,801
Administrative expenses (other) incurred2010-12-31$25,137
Total non interest bearing cash at end of year2010-12-31$4,347,701
Total non interest bearing cash at beginning of year2010-12-31$3,456,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,453,779
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,946,707
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,492,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,416,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,949,407
Interest earned on other investments2010-12-31$6,389
Income. Interest from US Government securities2010-12-31$195,151
Income. Interest from corporate debt instruments2010-12-31$255,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$441,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,587,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,587,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,043
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,280,091
Asset value of US Government securities at end of year2010-12-31$5,208,585
Asset value of US Government securities at beginning of year2010-12-31$2,882,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$383,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$24,487,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,255,279
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$10,283,137
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,062,292
Contract administrator fees2010-12-31$644,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$55,963,181
Aggregate carrying amount (costs) on sale of assets2010-12-31$55,978,077
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for SHEET METAL #10 BENEFIT FUND

2022: SHEET METAL #10 BENEFIT FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL #10 BENEFIT FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL #10 BENEFIT FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL #10 BENEFIT FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL #10 BENEFIT FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL #10 BENEFIT FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL #10 BENEFIT FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL #10 BENEFIT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL #10 BENEFIT FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL #10 BENEFIT FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL #10 BENEFIT FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL #10 BENEFIT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL #10 BENEFIT FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL #10 BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number004082
Policy instance 3
Insurance contract or identification number004082
Number of Individuals Covered1332
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitYes
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 $682,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered1666
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 $5,091,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 1
Insurance contract or identification numberHCL30784
Number of Individuals Covered3291
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 $998,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number004082
Policy instance 3
Insurance contract or identification number004082
Number of Individuals Covered1273
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $608,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered1641
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,103,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 1
Insurance contract or identification numberHCL30784
Number of Individuals Covered3353
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $923,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 1
Insurance contract or identification numberHCL30784
Number of Individuals Covered3281
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,133,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered1635
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,464,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number004082
Policy instance 3
Insurance contract or identification number004082
Number of Individuals Covered1224
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $630,344
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 number305656
Policy instance 1
Insurance contract or identification number305656
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number004082
Policy instance 2
Insurance contract or identification number004082
Number of Individuals Covered1089
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $475,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 3
Insurance contract or identification numberHCL30784
Number of Individuals Covered3431
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,031,712
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 number305666
Policy instance 4
Insurance contract or identification number305666
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 5
Insurance contract or identification numberRGA012
Number of Individuals Covered252
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $841,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 6
Insurance contract or identification numberRG0065
Number of Individuals Covered299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $607,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3200
Policy instance 1
Insurance contract or identification number3200
Number of Individuals Covered28
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,671
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 number305656
Policy instance 2
Insurance contract or identification number305656
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 7
Insurance contract or identification numberRG0065
Number of Individuals Covered276
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $589,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 6
Insurance contract or identification numberRGA012
Number of Individuals Covered257
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $943,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 5
Insurance contract or identification numberHCL30784
Number of Individuals Covered3368
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $961,331
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 number305666
Policy instance 4
Insurance contract or identification number305666
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number0000008969
Policy instance 3
Insurance contract or identification number0000008969
Number of Individuals Covered644
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $459,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number0000008969
Policy instance 1
Insurance contract or identification number0000008969
Number of Individuals Covered609
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $428,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 2
Insurance contract or identification numberRG0065
Number of Individuals Covered255
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $503,773
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 number294919
Policy instance 3
Insurance contract or identification number294919
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 4
Insurance contract or identification numberRGA012
Number of Individuals Covered262
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $872,774
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 number294864
Policy instance 5
Insurance contract or identification number294864
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,868
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 number294854
Policy instance 7
Insurance contract or identification number294854
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 6
Insurance contract or identification numberHCL30784
Number of Individuals Covered3395
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $803,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3200
Policy instance 8
Insurance contract or identification number3200
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 8
Insurance contract or identification numberRG0065
Number of Individuals Covered198
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $342,120
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 number259532
Policy instance 4
Insurance contract or identification number259532
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,469
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 number259526
Policy instance 3
Insurance contract or identification number259526
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,245
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 number259528
Policy instance 1
Insurance contract or identification number259528
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 5
Insurance contract or identification numberRGA012
Number of Individuals Covered260
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $807,719
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 number259530
Policy instance 6
Insurance contract or identification number259530
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number0000008969
Policy instance 7
Insurance contract or identification number0000008969
Number of Individuals Covered548
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $385,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 9
Insurance contract or identification numberHCL30784
Number of Individuals Covered3249
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $721,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3200
Policy instance 2
Insurance contract or identification number3200
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $130,262
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 numberR9528
Policy instance 8
Insurance contract or identification numberR9528
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 7
Insurance contract or identification numberRGA012
Number of Individuals Covered249
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $845,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 1
Insurance contract or identification numberRG0065
Number of Individuals Covered178
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $338,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3200
Policy instance 6
Insurance contract or identification number3200
Number of Individuals Covered41
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30784
Policy instance 5
Insurance contract or identification numberHCL30784
Number of Individuals Covered2914
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $635,367
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 numberR9526
Policy instance 4
Insurance contract or identification numberR9526
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,310
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 numberR9532
Policy instance 3
Insurance contract or identification numberR9532
Number of Individuals Covered19
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,063
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 numberR9530
Policy instance 9
Insurance contract or identification numberR9530
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number4082-0001
Policy instance 2
Insurance contract or identification number4082-0001
Number of Individuals Covered515
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $387,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 4
Insurance contract or identification numberRGA012
Number of Individuals Covered249
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $688,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3200
Policy instance 3
Insurance contract or identification number3200
Number of Individuals Covered48
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $160,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number4082-0001
Policy instance 2
Insurance contract or identification number4082-0001
Number of Individuals Covered506
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $379,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 1
Insurance contract or identification numberRG0065
Number of Individuals Covered147
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $232,026
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number4082-0001
Policy instance 4
Insurance contract or identification number4082-0001
Number of Individuals Covered500
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $369,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 3
Insurance contract or identification numberRGA012
Number of Individuals Covered239
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $683,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 52628 )
Policy contract number3200
Policy instance 2
Insurance contract or identification number3200
Number of Individuals Covered51
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $176,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 1
Insurance contract or identification numberRG0065
Number of Individuals Covered101
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $171,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number4082-0001
Policy instance 3
Insurance contract or identification number4082-0001
Number of Individuals Covered465
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $345,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 4
Insurance contract or identification numberRGA012
Number of Individuals Covered209
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $502,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 1
Insurance contract or identification numberRG0065
Number of Individuals Covered67
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $102,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3200
Policy instance 2
Insurance contract or identification number3200
Number of Individuals Covered55
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $251,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRG0065
Policy instance 1
Insurance contract or identification numberRG0065
Number of Individuals Covered36
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number4082-0001
Policy instance 2
Insurance contract or identification number4082-0001
Number of Individuals Covered421
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $307,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UCARE MINNESOTA (National Association of Insurance Commissioners NAIC id number: 52629 )
Policy contract numberRGA012
Policy instance 3
Insurance contract or identification numberRGA012
Number of Individuals Covered163
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $513,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 )
Policy contract number3200
Policy instance 4
Insurance contract or identification number3200
Number of Individuals Covered63
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $205,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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