BOARD OF TRUSTEES OF LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN
401k plan membership statisitcs for LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 125 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 125 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 125 |
| Number of participants with account balances | 2023-01-01 | 125 |
| Number of employers contributing to the scheme | 2023-01-01 | 9 |
| 2022: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 128 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 128 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 128 |
| Number of participants with account balances | 2022-01-01 | 128 |
| Number of employers contributing to the scheme | 2022-01-01 | 9 |
| 2021: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 94 |
| Number of participants with account balances | 2021-01-01 | 94 |
| Number of employers contributing to the scheme | 2021-01-01 | 8 |
| 2020: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 79 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 79 |
| Number of participants with account balances | 2020-01-01 | 79 |
| Number of employers contributing to the scheme | 2020-01-01 | 8 |
| 2019: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 74 |
| Number of participants with account balances | 2019-01-01 | 74 |
| Number of employers contributing to the scheme | 2019-01-01 | 8 |
| 2018: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 68 |
| Number of participants with account balances | 2018-01-01 | 68 |
| Number of employers contributing to the scheme | 2018-01-01 | 8 |
| 2017: LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 67 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
| Total participants | 2017-08-01 | 67 |
| Number of participants with account balances | 2017-08-01 | 66 |
| Number of employers contributing to the scheme | 2017-08-01 | 7 |
| Measure | Date | Value |
|---|
| 2023 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $15,143 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $5,833 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,496,933 |
| Total of all expenses incurred | 2023-12-31 | $2,467,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,286,948 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $34,577 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,151,901 |
| Value of total assets at end of year | 2023-12-31 | $16,068,523 |
| Value of total assets at beginning of year | 2023-12-31 | $15,029,685 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $145,880 |
| Total interest from all sources | 2023-12-31 | $22,123 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,146 |
| Participant contributions at end of year | 2023-12-31 | $304,839 |
| Participant contributions at beginning of year | 2023-12-31 | $127,669 |
| Administrative expenses (other) incurred | 2023-12-31 | $10,454 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $15,143 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $5,833 |
| Total non interest bearing cash at end of year | 2023-12-31 | $26,634 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $126,855 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,029,528 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,053,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $15,023,852 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $7,068 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $13,283,635 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $12,392,223 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $2,396,087 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $2,198,098 |
| Interest on participant loans | 2023-12-31 | $22,123 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,322,909 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,150,755 |
| Employer contributions (assets) at end of year | 2023-12-31 | $57,328 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $184,840 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,286,948 |
| Contract administrator fees | 2023-12-31 | $106,394 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BAUMAN ASSOCIATES, LTD |
| Accountancy firm EIN | 2023-12-31 | 391277627 |
| 2022 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $5,833 |
| Total plan liabilities at beginning of year | 2022-12-31 | $9,943 |
| Total income from all sources | 2022-12-31 | $-652,626 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,675,296 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,552,367 |
| Total plan assets at end of year | 2022-12-31 | $15,029,686 |
| Total plan assets at beginning of year | 2022-12-31 | $17,361,718 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $5,247 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,641 |
| Other income received | 2022-12-31 | $-2,322,713 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,327,922 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $15,023,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,351,775 |
| Assets. Value of participant loans | 2022-12-31 | $127,669 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $3,250 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,664,840 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $116,288 |
| 2021 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $9,943 |
| Total plan liabilities at beginning of year | 2021-12-31 | $6,120 |
| Total income from all sources | 2021-12-31 | $2,901,240 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,406,286 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,271,398 |
| Total plan assets at end of year | 2021-12-31 | $17,361,718 |
| Total plan assets at beginning of year | 2021-12-31 | $15,862,941 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $818 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,818 |
| Other income received | 2021-12-31 | $1,930,729 |
| Net income (gross income less expenses) | 2021-12-31 | $1,494,954 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $17,351,775 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,856,821 |
| Assets. Value of participant loans | 2021-12-31 | $124,293 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $413 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $969,693 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $3,239 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $124,831 |
| 2020 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $6,120 |
| Total plan liabilities at beginning of year | 2020-12-31 | $6,579 |
| Total income from all sources | 2020-12-31 | $2,916,969 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,097,145 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,937,737 |
| Total plan assets at end of year | 2020-12-31 | $15,862,941 |
| Total plan assets at beginning of year | 2020-12-31 | $16,043,576 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,876 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $425,128 |
| Other income received | 2020-12-31 | $1,673,352 |
| Net income (gross income less expenses) | 2020-12-31 | $-180,176 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $15,856,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,036,997 |
| Assets. Value of participant loans | 2020-12-31 | $195,450 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $818,489 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $31,531 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $119,001 |
| 2019 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $6,579 |
| Total plan liabilities at beginning of year | 2019-12-31 | $4,574 |
| Total income from all sources | 2019-12-31 | $3,768,211 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $404,061 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $182,958 |
| Total plan assets at end of year | 2019-12-31 | $16,043,576 |
| Total plan assets at beginning of year | 2019-12-31 | $12,677,421 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,529 |
| Other income received | 2019-12-31 | $2,778,156 |
| Net income (gross income less expenses) | 2019-12-31 | $3,364,150 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,036,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,672,847 |
| Assets. Value of participant loans | 2019-12-31 | $293,344 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $990,055 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $92,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $125,224 |
| 2018 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $4,574 |
| Total plan liabilities at beginning of year | 2018-12-31 | $19,045 |
| Total income from all sources | 2018-12-31 | $184,006 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $678,471 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $540,178 |
| Total plan assets at end of year | 2018-12-31 | $12,677,421 |
| Total plan assets at beginning of year | 2018-12-31 | $13,186,357 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $13,056 |
| Other income received | 2018-12-31 | $-661,285 |
| Net income (gross income less expenses) | 2018-12-31 | $-494,465 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,672,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,167,312 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $845,291 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $125,237 |
| 2017 : LOCAL 49 HEAT AND FROST INSULATORS RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $12,595,003 |
| Total plan liabilities at end of year | 2017-12-31 | $19,045 |
| Total income from all sources | 2017-12-31 | $747,609 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $175,300 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $126,091 |
| Total plan assets at end of year | 2017-12-31 | $13,186,357 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $989 |
| Other income received | 2017-12-31 | $408,553 |
| Net income (gross income less expenses) | 2017-12-31 | $572,309 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,167,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $339,056 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $48,220 |
