INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR COND RET HL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND
401k plan membership statisitcs for INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND
| Measure | Date | Value |
|---|
| 2022: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 37 |
| Total of all active and inactive participants | 2022-01-01 | 72 |
| 2021: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 47 |
| Total of all active and inactive participants | 2021-01-01 | 80 |
| 2020: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 46 |
| Total of all active and inactive participants | 2020-01-01 | 74 |
| 2019: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 44 |
| Total of all active and inactive participants | 2019-01-01 | 72 |
| 2018: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 59 |
| 2017: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 59 |
| 2016: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 29 |
| Total of all active and inactive participants | 2016-01-01 | 56 |
| 2015: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 25 |
| Total of all active and inactive participants | 2015-01-01 | 52 |
| 2014: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 24 |
| Total of all active and inactive participants | 2014-01-01 | 52 |
| 2013: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 24 |
| Total of all active and inactive participants | 2013-01-01 | 51 |
| 2012: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 20 |
| Total of all active and inactive participants | 2012-01-01 | 50 |
| 2011: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 20 |
| Total of all active and inactive participants | 2011-01-01 | 56 |
| 2009: INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 17 |
| Total of all active and inactive participants | 2009-01-01 | 50 |
| Measure | Date | Value |
|---|
| 2022 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $511,010 |
| Total plan liabilities at beginning of year | 2022-12-31 | $385,748 |
| Total income from all sources | 2022-12-31 | $-2,635,540 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $573,146 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $500,089 |
| Total plan assets at end of year | 2022-12-31 | $14,279,201 |
| Total plan assets at beginning of year | 2022-12-31 | $17,362,625 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-2,922,588 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,208,686 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,768,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,976,877 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $287,048 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $73,057 |
| 2021 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $385,748 |
| Total plan liabilities at beginning of year | 2021-12-31 | $486,574 |
| Total income from all sources | 2021-12-31 | $2,467,815 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $427,222 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $364,678 |
| Total plan assets at end of year | 2021-12-31 | $17,362,625 |
| Total plan assets at beginning of year | 2021-12-31 | $15,422,858 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $2,091,867 |
| Net income (gross income less expenses) | 2021-12-31 | $2,040,593 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,976,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,936,284 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $375,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $62,544 |
| 2020 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $486,574 |
| Total plan liabilities at beginning of year | 2020-12-31 | $391,860 |
| Total income from all sources | 2020-12-31 | $2,682,221 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $378,977 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $332,276 |
| Total plan assets at end of year | 2020-12-31 | $15,422,858 |
| Total plan assets at beginning of year | 2020-12-31 | $13,024,900 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $2,306,273 |
| Net income (gross income less expenses) | 2020-12-31 | $2,303,244 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,936,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,633,040 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $375,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $46,701 |
| 2019 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $391,860 |
| Total plan liabilities at beginning of year | 2019-12-31 | $328,338 |
| Total income from all sources | 2019-12-31 | $2,490,261 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $372,714 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $329,783 |
| Total plan assets at end of year | 2019-12-31 | $13,024,900 |
| Total plan assets at beginning of year | 2019-12-31 | $10,843,831 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Other income received | 2019-12-31 | $2,114,313 |
| Net income (gross income less expenses) | 2019-12-31 | $2,117,547 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,633,040 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,515,493 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $375,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $42,931 |
| 2018 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $328,338 |
| Total plan liabilities at beginning of year | 2018-12-31 | $349,074 |
| Total income from all sources | 2018-12-31 | $5,529,952 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $350,089 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $320,922 |
| Total plan assets at end of year | 2018-12-31 | $10,843,831 |
| Total plan assets at beginning of year | 2018-12-31 | $5,684,704 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-494,807 |
| Net income (gross income less expenses) | 2018-12-31 | $5,179,863 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,515,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,335,630 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $6,024,759 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $29,167 |
| 2017 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $349,074 |
| Total plan liabilities at beginning of year | 2017-12-31 | $368,318 |
| Total income from all sources | 2017-12-31 | $1,719,679 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $350,882 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $331,767 |
| Total plan assets at end of year | 2017-12-31 | $5,684,703 |
| Total plan assets at beginning of year | 2017-12-31 | $4,335,150 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $308 |
| Other income received | 2017-12-31 | $748,954 |
| Net income (gross income less expenses) | 2017-12-31 | $1,368,797 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,335,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,966,832 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $970,725 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $18,807 |
| 2016 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $368,318 |
| Total plan liabilities at beginning of year | 2016-12-31 | $8,090 |
| Total income from all sources | 2016-12-31 | $1,197,867 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $381,857 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $353,066 |
| Total plan assets at end of year | 2016-12-31 | $4,335,150 |
| Total plan assets at beginning of year | 2016-12-31 | $3,158,912 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $268 |
| Other income received | 2016-12-31 | $227,142 |
| Net income (gross income less expenses) | 2016-12-31 | $816,010 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,966,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,150,822 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $970,725 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $28,523 |
| 2015 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $8,090 |
| Total plan liabilities at beginning of year | 2015-12-31 | $27,247 |
| Total income from all sources | 2015-12-31 | $-64,529 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $32,998 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,001 |
| Total plan assets at end of year | 2015-12-31 | $3,158,912 |
| Total plan assets at beginning of year | 2015-12-31 | $3,275,596 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $264 |
| Other income received | 2015-12-31 | $-64,529 |
| Net income (gross income less expenses) | 2015-12-31 | $-97,527 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,150,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,248,349 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25,733 |
| 2014 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $27,247 |
| Total plan liabilities at beginning of year | 2014-12-31 | $15,794 |
| Total income from all sources | 2014-12-31 | $248,755 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $57,092 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $9,283 |
| Total plan assets at end of year | 2014-12-31 | $3,275,596 |
| Total plan assets at beginning of year | 2014-12-31 | $3,072,480 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $228 |
| Other income received | 2014-12-31 | $248,755 |
| Net income (gross income less expenses) | 2014-12-31 | $191,663 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,248,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,056,686 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $47,581 |
| 2013 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $15,794 |
| Total plan liabilities at beginning of year | 2013-12-31 | $28,396 |
| Total income from all sources | 2013-12-31 | $512,515 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $35,705 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,794 |
| Total plan assets at end of year | 2013-12-31 | $3,072,480 |
| Total plan assets at beginning of year | 2013-12-31 | $2,608,272 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $227 |
| Other income received | 2013-12-31 | $512,515 |
| Net income (gross income less expenses) | 2013-12-31 | $476,810 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,056,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,579,876 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $19,684 |
| 2012 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $28,396 |
| Total income from all sources | 2012-12-31 | $226,876 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $53,051 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,240 |
| Total plan assets at end of year | 2012-12-31 | $2,608,272 |
| Total plan assets at beginning of year | 2012-12-31 | $2,406,051 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $220 |
| Other income received | 2012-12-31 | $226,876 |
| Net income (gross income less expenses) | 2012-12-31 | $173,825 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,579,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,406,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $46,591 |
| 2011 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $5,375 |
| Total income from all sources | 2011-12-31 | $60,552 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $30,801 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $13,720 |
| Total plan assets at end of year | 2011-12-31 | $2,406,053 |
| Total plan assets at beginning of year | 2011-12-31 | $2,381,677 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Other income received | 2011-12-31 | $60,552 |
| Net income (gross income less expenses) | 2011-12-31 | $29,751 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,406,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,376,302 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,081 |
| 2010 : INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET MET IND STAFF RET HEALTH FUND 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $5,375 |
| Total plan liabilities at beginning of year | 2010-12-31 | $6,930 |
| Total income from all sources | 2010-12-31 | $317,144 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $53,819 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $13,667 |
| Total plan assets at end of year | 2010-12-31 | $2,381,677 |
| Total plan assets at beginning of year | 2010-12-31 | $2,119,907 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Other income received | 2010-12-31 | $317,144 |
| Net income (gross income less expenses) | 2010-12-31 | $263,325 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,376,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,112,977 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $40,152 |
