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OPERATING ENGINEERS LOCAL 835 WELFARE FUND 401k Plan overview

Plan NameOPERATING ENGINEERS LOCAL 835 WELFARE FUND
Plan identification number 501

OPERATING ENGINEERS LOCAL 835 WELFARE FUND Benefits

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

401k Sponsoring company profile

OPERATING ENGINEERS LOCAL 835 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:OPERATING ENGINEERS LOCAL 835 WELFARE FUND
Employer identification number (EIN):232079619
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL 835 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01RN COX2024-10-11 ANITA PIRRONE2024-10-11
5012022-01-01ANITA PIRRONE2023-10-16 RONALD J COX2023-10-16
5012021-01-01PAUL SHEB2022-10-16 ANITA PIRRONE2022-10-16
5012021-01-01PAUL SCHEIB2023-08-17 ANITA PERRONE2023-08-17
5012020-01-01PAUL SHEB2021-10-14 ANITA PIRRONE2021-10-11
5012019-01-01PAUL J SCHEB2020-09-30 ANITA PERRONI2020-09-30
5012018-01-01PAUL J SCHEB2019-09-25 ANITA PIRROT2019-09-25
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01ANTHONY PONTARELLI
5012011-01-01ANTHONY PONTARELLI
5012009-01-01ANTHONY PONTARELLI

Plan Statistics for OPERATING ENGINEERS LOCAL 835 WELFARE FUND

401k plan membership statisitcs for OPERATING ENGINEERS LOCAL 835 WELFARE FUND

Measure Date Value
2023: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-011,350
Total number of active participants reported on line 7a of the Form 55002023-01-011,023
Total of all active and inactive participants2023-01-011,023
Total participants2023-01-011,023
Number of employers contributing to the scheme2023-01-0127
2022: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,362
Total number of active participants reported on line 7a of the Form 55002022-01-011,350
Total of all active and inactive participants2022-01-011,350
Total participants2022-01-011,350
Number of employers contributing to the scheme2022-01-0128
2021: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,421
Total number of active participants reported on line 7a of the Form 55002021-01-011,362
Total of all active and inactive participants2021-01-011,362
Total participants2021-01-011,362
Number of employers contributing to the scheme2021-01-0129
2020: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,421
Total number of active participants reported on line 7a of the Form 55002020-01-011,576
Total of all active and inactive participants2020-01-011,576
Total participants2020-01-011,576
Number of employers contributing to the scheme2020-01-0128
2019: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,542
Total number of active participants reported on line 7a of the Form 55002019-01-011,421
Total of all active and inactive participants2019-01-011,421
Total participants2019-01-011,421
Number of employers contributing to the scheme2019-01-0115
2018: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,620
Total number of active participants reported on line 7a of the Form 55002018-01-011,542
Total of all active and inactive participants2018-01-011,542
Total participants2018-01-011,542
Number of employers contributing to the scheme2018-01-0122
2017: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,575
Total number of active participants reported on line 7a of the Form 55002017-01-011,620
Total of all active and inactive participants2017-01-011,620
Total participants2017-01-011,620
Number of employers contributing to the scheme2017-01-0122
2016: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,575
Total number of active participants reported on line 7a of the Form 55002016-01-011,550
Total of all active and inactive participants2016-01-011,550
Total participants2016-01-011,550
Number of employers contributing to the scheme2016-01-0125
2015: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,529
Total number of active participants reported on line 7a of the Form 55002015-01-011,575
Total of all active and inactive participants2015-01-011,575
Total participants2015-01-011,575
Number of employers contributing to the scheme2015-01-0123
2014: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,508
Total number of active participants reported on line 7a of the Form 55002014-01-011,529
Total of all active and inactive participants2014-01-011,529
Total participants2014-01-011,529
Number of employers contributing to the scheme2014-01-0126
2013: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,468
Total number of active participants reported on line 7a of the Form 55002013-01-011,508
Total of all active and inactive participants2013-01-011,508
Total participants2013-01-011,508
Number of employers contributing to the scheme2013-01-0129
2012: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,577
Total number of active participants reported on line 7a of the Form 55002012-01-011,468
Total of all active and inactive participants2012-01-011,468
Total participants2012-01-011,468
Number of employers contributing to the scheme2012-01-0127
2011: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,301
Total number of active participants reported on line 7a of the Form 55002011-01-011,577
Total of all active and inactive participants2011-01-011,577
Total participants2011-01-011,577
Number of employers contributing to the scheme2011-01-0126
2009: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,022
Total number of active participants reported on line 7a of the Form 55002009-01-011,120
Total of all active and inactive participants2009-01-011,120
Total participants2009-01-011,120
Number of employers contributing to the scheme2009-01-014

Financial Data on OPERATING ENGINEERS LOCAL 835 WELFARE FUND

Measure Date Value
2023 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$334,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$262,496
Total income from all sources (including contributions)2023-12-31$8,180,433
Total loss/gain on sale of assets2023-12-31$-27,483
Total of all expenses incurred2023-12-31$5,619,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,552,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,629,506
Value of total assets at end of year2023-12-31$9,652,647
Value of total assets at beginning of year2023-12-31$7,020,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$67,387
Total interest from all sources2023-12-31$143,283
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$131,597
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$131,597
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$36,853
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$4,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$4,288
Administrative expenses (other) incurred2023-12-31$39,731
Liabilities. Value of operating payables at end of year2023-12-31$7,000
Liabilities. Value of operating payables at beginning of year2023-12-31$7,000
Total non interest bearing cash at end of year2023-12-31$1,058,303
Total non interest bearing cash at beginning of year2023-12-31$872,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,560,558
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,318,285
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,757,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$15,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,599,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,244,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$11,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$11,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$143,283
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$3,122,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$303,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,592,653
Employer contributions (assets) at end of year2023-12-31$983,408
Employer contributions (assets) at beginning of year2023-12-31$887,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,430,237
Liabilities. Value of benefit claims payable at end of year2023-12-31$327,362
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$255,496
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$4,805,402
Aggregate carrying amount (costs) on sale of assets2023-12-31$4,832,885
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31ANTHONY M PONTARELLI, CPA, LLC
Accountancy firm EIN2023-12-31320048632
2022 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$262,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$315,966
Total income from all sources (including contributions)2022-12-31$6,656,990
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,062,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,030,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,940,866
Value of total assets at end of year2022-12-31$7,020,223
Value of total assets at beginning of year2022-12-31$5,479,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,907
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$54,466
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$54,466
Administrative expenses professional fees incurred2022-12-31$12,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$53,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,288
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$760
Administrative expenses (other) incurred2022-12-31$9,138
Liabilities. Value of operating payables at end of year2022-12-31$7,000
Liabilities. Value of operating payables at beginning of year2022-12-31$7,000
Total non interest bearing cash at end of year2022-12-31$872,128
Total non interest bearing cash at beginning of year2022-12-31$2,204,277
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$1,594,598
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,757,727
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,163,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,255,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,239,336
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,303,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-338,342
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$6,887,813
Employer contributions (assets) at end of year2022-12-31$887,969
Employer contributions (assets) at beginning of year2022-12-31$1,034,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,726,981
Liabilities. Value of benefit claims payable at end of year2022-12-31$255,496
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$308,966
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
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2022-12-31320048632
2021 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$315,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$288,002
Total income from all sources (including contributions)2021-12-31$7,099,355
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,843,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,806,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,968,187
Value of total assets at end of year2021-12-31$5,479,095
Value of total assets at beginning of year2021-12-31$4,195,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,698
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$55,667
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$55,667
Administrative expenses professional fees incurred2021-12-31$12,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$59,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,176
Administrative expenses (other) incurred2021-12-31$9,878
Liabilities. Value of operating payables at end of year2021-12-31$7,000
Liabilities. Value of operating payables at beginning of year2021-12-31$7,000
Total non interest bearing cash at end of year2021-12-31$2,204,277
Total non interest bearing cash at beginning of year2021-12-31$1,630,201
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$1,255,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,163,129
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,907,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,239,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,608,310
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,842,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$75,501
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$6,908,210
Employer contributions (assets) at end of year2021-12-31$1,034,722
Employer contributions (assets) at beginning of year2021-12-31$955,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,964,021
Liabilities. Value of benefit claims payable at end of year2021-12-31$308,966
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$281,002
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
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2021-12-31320048632
2020 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$288,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$360,934
Total income from all sources (including contributions)2020-12-31$7,248,205
Total loss/gain on sale of assets2020-12-31$44,184
Total of all expenses incurred2020-12-31$5,568,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,536,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,049,846
Value of total assets at end of year2020-12-31$4,195,417
Value of total assets at beginning of year2020-12-31$2,588,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,884
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,448
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$37,448
Administrative expenses professional fees incurred2020-12-31$12,038
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$26,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$17,502
Administrative expenses (other) incurred2020-12-31$10,498
Liabilities. Value of operating payables at end of year2020-12-31$7,000
Liabilities. Value of operating payables at beginning of year2020-12-31$6,000
Total non interest bearing cash at end of year2020-12-31$1,630,201
Total non interest bearing cash at beginning of year2020-12-31$761,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,680,170
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,907,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,227,245
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$9,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,608,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$960,132
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,831,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$116,727
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$7,023,790
Employer contributions (assets) at end of year2020-12-31$955,730
Employer contributions (assets) at beginning of year2020-12-31$848,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,704,384
Liabilities. Value of benefit claims payable at end of year2020-12-31$281,002
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$354,934
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$1,262,325
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,218,141
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2020-12-31320048632
2019 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$51,217
Total unrealized appreciation/depreciation of assets2019-12-31$51,217
Total unrealized appreciation/depreciation of assets2019-12-31$51,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$360,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$360,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$381,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$381,568
Total income from all sources (including contributions)2019-12-31$6,892,488
Total loss/gain on sale of assets2019-12-31$22,759
Total loss/gain on sale of assets2019-12-31$22,759
Total of all expenses incurred2019-12-31$6,258,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,235,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,235,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,796,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,796,772
Value of total assets at end of year2019-12-31$2,588,179
Value of total assets at end of year2019-12-31$2,588,179
Value of total assets at beginning of year2019-12-31$1,975,094
Value of total assets at beginning of year2019-12-31$1,975,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,275
Total interest from all sources2019-12-31$419
Total interest from all sources2019-12-31$419
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,321
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,321
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,321
Administrative expenses professional fees incurred2019-12-31$11,475
Administrative expenses professional fees incurred2019-12-31$11,475
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,834
Contributions received from participants2019-12-31$40,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$17,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$17,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,134
Administrative expenses (other) incurred2019-12-31$7,474
Liabilities. Value of operating payables at end of year2019-12-31$6,000
Liabilities. Value of operating payables at end of year2019-12-31$6,000
Liabilities. Value of operating payables at beginning of year2019-12-31$6,000
Liabilities. Value of operating payables at beginning of year2019-12-31$6,000
Total non interest bearing cash at end of year2019-12-31$761,927
Total non interest bearing cash at end of year2019-12-31$761,927
Total non interest bearing cash at beginning of year2019-12-31$338,445
Total non interest bearing cash at beginning of year2019-12-31$338,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$633,719
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,227,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,227,245
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,593,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,593,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$960,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$960,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$614,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$614,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$419
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,996,399
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,996,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,755,938
Employer contributions (assets) at end of year2019-12-31$848,618
Employer contributions (assets) at end of year2019-12-31$848,618
Employer contributions (assets) at beginning of year2019-12-31$1,011,801
Employer contributions (assets) at beginning of year2019-12-31$1,011,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,239,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,239,095
Liabilities. Value of benefit claims payable at end of year2019-12-31$354,934
Liabilities. Value of benefit claims payable at end of year2019-12-31$354,934
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$375,568
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$375,568
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$553,805
Aggregate proceeds on sale of assets2019-12-31$553,805
Aggregate carrying amount (costs) on sale of assets2019-12-31$531,046
Aggregate carrying amount (costs) on sale of assets2019-12-31$531,046
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2019-12-31320048632
Accountancy firm EIN2019-12-31320048632
2018 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-72,561
Total unrealized appreciation/depreciation of assets2018-12-31$-72,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$381,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$391,293
Total income from all sources (including contributions)2018-12-31$6,421,573
Total loss/gain on sale of assets2018-12-31$30,967
Total of all expenses incurred2018-12-31$6,727,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,699,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,441,850
Value of total assets at end of year2018-12-31$1,975,094
Value of total assets at beginning of year2018-12-31$2,290,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,177
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$21,317
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$21,317
Administrative expenses professional fees incurred2018-12-31$21,338
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$32,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,028
Administrative expenses (other) incurred2018-12-31$2,304
Liabilities. Value of operating payables at end of year2018-12-31$6,000
Liabilities. Value of operating payables at beginning of year2018-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-305,873
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,593,526
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,899,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$613,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$932,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$338,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$455,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$455,835
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,405,560
Asset value of US Government securities at end of year2018-12-31$828
Asset value of US Government securities at beginning of year2018-12-31$2,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$6,409,642
Employer contributions (assets) at end of year2018-12-31$1,011,801
Employer contributions (assets) at beginning of year2018-12-31$893,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,293,709
Liabilities. Value of benefit claims payable at end of year2018-12-31$375,568
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$385,293
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$772,429
Aggregate carrying amount (costs) on sale of assets2018-12-31$741,462
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 name2018-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2018-12-31320048632
2017 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$43,026
Total unrealized appreciation/depreciation of assets2017-12-31$43,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$391,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$400,406
Total income from all sources (including contributions)2017-12-31$6,263,677
Total loss/gain on sale of assets2017-12-31$26,106
Total of all expenses incurred2017-12-31$6,379,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,345,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,168,310
Value of total assets at end of year2017-12-31$2,290,692
Value of total assets at beginning of year2017-12-31$2,415,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,720
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,235
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$26,235
Administrative expenses professional fees incurred2017-12-31$11,237
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$575
Administrative expenses (other) incurred2017-12-31$16,485
Liabilities. Value of operating payables at end of year2017-12-31$6,000
Liabilities. Value of operating payables at beginning of year2017-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-115,927
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,899,399
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,015,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$932,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$965,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$455,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$631,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$631,254
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,829,337
Asset value of US Government securities at end of year2017-12-31$2,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,131,077
Employer contributions (assets) at end of year2017-12-31$893,703
Employer contributions (assets) at beginning of year2017-12-31$818,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,516,547
Liabilities. Value of benefit claims payable at end of year2017-12-31$385,293
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$394,406
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$702,477
Aggregate carrying amount (costs) on sale of assets2017-12-31$676,371
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2017-12-31320048632
2016 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-51,869
Total unrealized appreciation/depreciation of assets2016-12-31$-51,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$400,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$382,848
Total income from all sources (including contributions)2016-12-31$6,260,850
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,671,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,633,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,166,060
Value of total assets at end of year2016-12-31$2,415,732
Value of total assets at beginning of year2016-12-31$2,809,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,937
Total interest from all sources2016-12-31$144
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,261
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$35,261
Administrative expenses professional fees incurred2016-12-31$14,537
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$24,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,474
Administrative expenses (other) incurred2016-12-31$13,967
Liabilities. Value of operating payables at end of year2016-12-31$6,000
Liabilities. Value of operating payables at beginning of year2016-12-31$5,750
Total non interest bearing cash at end of year2016-12-31$46,685
Total non interest bearing cash at beginning of year2016-12-31$281,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-410,939
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,015,326
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,426,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$965,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,070,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$584,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$144
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,986,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$111,254
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$6,141,357
Employer contributions (assets) at end of year2016-12-31$818,890
Employer contributions (assets) at beginning of year2016-12-31$450,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,646,936
Liabilities. Value of benefit claims payable at end of year2016-12-31$394,406
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$377,098
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
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 name2016-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2016-12-31320048632
2015 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$382,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$329,643
Total income from all sources (including contributions)2015-12-31$5,115,657
Total loss/gain on sale of assets2015-12-31$62,076
Total of all expenses incurred2015-12-31$5,905,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,865,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,087,943
Value of total assets at end of year2015-12-31$2,809,113
Value of total assets at beginning of year2015-12-31$3,545,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,668
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$58,608
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$58,608
Administrative expenses professional fees incurred2015-12-31$17,982
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,966
Administrative expenses (other) incurred2015-12-31$8,439
Liabilities. Value of operating payables at end of year2015-12-31$5,750
Liabilities. Value of operating payables at beginning of year2015-12-31$5,750
Total non interest bearing cash at end of year2015-12-31$281,917
Total non interest bearing cash at beginning of year2015-12-31$41,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-789,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,426,265
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,215,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,070,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,492,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$607,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$607,767
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,368,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-92,970
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$5,060,709
Employer contributions (assets) at end of year2015-12-31$450,135
Employer contributions (assets) at beginning of year2015-12-31$397,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,497,164
Liabilities. Value of benefit claims payable at end of year2015-12-31$377,098
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$323,893
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,080,569
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,018,493
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 name2015-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2015-12-31320048632
2014 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$34,908
Total unrealized appreciation/depreciation of assets2014-12-31$34,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$329,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$284,897
Total income from all sources (including contributions)2014-12-31$5,108,051
Total loss/gain on sale of assets2014-12-31$15,916
Total of all expenses incurred2014-12-31$5,268,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,233,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,982,655
Value of total assets at end of year2014-12-31$3,545,420
Value of total assets at beginning of year2014-12-31$3,661,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,310
Total interest from all sources2014-12-31$582
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$73,990
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$73,990
Administrative expenses professional fees incurred2014-12-31$11,015
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$15,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,570,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,382
Administrative expenses (other) incurred2014-12-31$9,514
Liabilities. Value of operating payables at end of year2014-12-31$5,750
Liabilities. Value of operating payables at beginning of year2014-12-31$5,750
Total non interest bearing cash at end of year2014-12-31$41,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-160,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,215,777
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,376,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,492,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,367,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$607,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$885,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$885,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$582
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,578,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,966,995
Employer contributions (assets) at end of year2014-12-31$397,084
Employer contributions (assets) at beginning of year2014-12-31$402,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$83,402
Liabilities. Value of benefit claims payable at end of year2014-12-31$323,893
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$279,147
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$775,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$759,084
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 name2014-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2014-12-31320048632
2013 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$284,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$292,188
Total income from all sources (including contributions)2013-12-31$5,093,339
Total loss/gain on sale of assets2013-12-31$34,792
Total of all expenses incurred2013-12-31$4,736,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,700,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,921,551
Value of total assets at end of year2013-12-31$3,661,130
Value of total assets at beginning of year2013-12-31$3,311,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,635
Total interest from all sources2013-12-31$516
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$70,932
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$70,932
Administrative expenses professional fees incurred2013-12-31$13,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$32,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,379
Administrative expenses (other) incurred2013-12-31$10,018
Liabilities. Value of operating payables at end of year2013-12-31$5,750
Liabilities. Value of operating payables at beginning of year2013-12-31$5,000
Total non interest bearing cash at beginning of year2013-12-31$161,488
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$356,553
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,376,233
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,019,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,367,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,195,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$885,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$327,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$327,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$516
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,376,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$65,548
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$4,889,476
Employer contributions (assets) at end of year2013-12-31$402,695
Employer contributions (assets) at beginning of year2013-12-31$625,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,323,175
Liabilities. Value of benefit claims payable at end of year2013-12-31$279,147
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$287,188
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$737,075
Aggregate carrying amount (costs) on sale of assets2013-12-31$702,283
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 name2013-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2013-12-31320048632
2012 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$292,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$264,128
Total income from all sources (including contributions)2012-12-31$5,144,546
Total loss/gain on sale of assets2012-12-31$10,651
Total of all expenses incurred2012-12-31$4,732,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,705,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,907,008
Value of total assets at end of year2012-12-31$3,310,963
Value of total assets at beginning of year2012-12-31$2,872,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,388
Total interest from all sources2012-12-31$671
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$76,110
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$76,110
Administrative expenses professional fees incurred2012-12-31$7,103
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$34,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$766
Administrative expenses (other) incurred2012-12-31$9,441
Liabilities. Value of operating payables at end of year2012-12-31$5,000
Liabilities. Value of operating payables at beginning of year2012-12-31$5,000
Total non interest bearing cash at end of year2012-12-31$161,488
Total non interest bearing cash at beginning of year2012-12-31$113,952
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$411,750
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,018,775
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,607,930
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$10,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,195,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,944,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$327,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$410,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$410,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$671
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,314,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$150,106
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$4,872,779
Employer contributions (assets) at end of year2012-12-31$625,417
Employer contributions (assets) at beginning of year2012-12-31$402,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,391,079
Liabilities. Value of benefit claims payable at end of year2012-12-31$287,188
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$259,128
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$709,054
Aggregate carrying amount (costs) on sale of assets2012-12-31$698,403
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 name2012-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2012-12-31320048632
2011 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$264,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$257,433
Total income from all sources (including contributions)2011-12-31$4,757,906
Total of all expenses incurred2011-12-31$4,525,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,496,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,714,909
Value of total assets at end of year2011-12-31$2,872,058
Value of total assets at beginning of year2011-12-31$2,632,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,180
Total interest from all sources2011-12-31$1,567
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,531
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$73,531
Administrative expenses professional fees incurred2011-12-31$8,113
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$32,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$182
Administrative expenses (other) incurred2011-12-31$9,336
Liabilities. Value of operating payables at end of year2011-12-31$5,000
Liabilities. Value of operating payables at beginning of year2011-12-31$5,000
Total non interest bearing cash at end of year2011-12-31$113,952
Total non interest bearing cash at beginning of year2011-12-31$52,682
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$232,441
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,607,930
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,375,489
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$11,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,944,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,918,388
Income. Interest from corporate debt instruments2011-12-31$1,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$410,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$142,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$142,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$377
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,332,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-32,101
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$4,682,068
Employer contributions (assets) at end of year2011-12-31$402,408
Employer contributions (assets) at beginning of year2011-12-31$423,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,164,236
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$96,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$259,128
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$252,433
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2011-12-31320048632
2010 : OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$257,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$223,501
Total income from all sources (including contributions)2010-12-31$4,050,998
Total loss/gain on sale of assets2010-12-31$4,121
Total of all expenses incurred2010-12-31$3,950,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,924,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,014,401
Value of total assets at end of year2010-12-31$2,632,922
Value of total assets at beginning of year2010-12-31$2,493,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,779
Total interest from all sources2010-12-31$16,612
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,864
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$15,864
Administrative expenses professional fees incurred2010-12-31$14,443
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$474
Administrative expenses (other) incurred2010-12-31$11,336
Liabilities. Value of operating payables at end of year2010-12-31$5,000
Liabilities. Value of operating payables at beginning of year2010-12-31$4,500
Total non interest bearing cash at end of year2010-12-31$52,682
Total non interest bearing cash at beginning of year2010-12-31$6,716
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$100,919
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,375,489
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,270,062
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,918,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$613,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$142,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,533,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,533,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,612
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,788,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$3,992,478
Employer contributions (assets) at end of year2010-12-31$423,623
Employer contributions (assets) at beginning of year2010-12-31$338,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,135,864
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$96,000
Liabilities. Value of benefit claims payable at end of year2010-12-31$252,433
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$219,001
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$94,316
Aggregate carrying amount (costs) on sale of assets2010-12-31$90,195
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 name2010-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2010-12-31320048632

Form 5500 Responses for OPERATING ENGINEERS LOCAL 835 WELFARE FUND

2023: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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: OPERATING ENGINEERS LOCAL 835 WELFARE 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
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: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
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: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
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
2009: OPERATING ENGINEERS LOCAL 835 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
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

HARTFORD LIFE AND ACCIDENT (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871587G
Policy instance 5
Insurance contract or identification number871587G
Number of Individuals Covered1013
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $7,073
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $59,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 4
Insurance contract or identification number180
Number of Individuals Covered200
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $450
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 3
Insurance contract or identification number030
Number of Individuals Covered65
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $534
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered215
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $64,270
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered267
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $68,504
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871587G
Policy instance 1
Insurance contract or identification number871587G
Number of Individuals Covered58
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,124
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $27,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,124
Insurance broker organization code?3
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered232
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $62,168
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,168
Insurance broker organization code?3
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 3
Insurance contract or identification number27164
Number of Individuals Covered203
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $67,544
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,544
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 4
Insurance contract or identification number030
Number of Individuals Covered210
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $473
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $473
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 5
Insurance contract or identification number180
Number of Individuals Covered667
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $908
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $908
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871587G
Policy instance 1
Insurance contract or identification number871587G
Number of Individuals Covered43
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,130
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $20,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,130
Insurance broker organization code?3
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $69,049
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,049
Insurance broker organization code?3
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 3
Insurance contract or identification number27164
Number of Individuals Covered218
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $54,920
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,920
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 4
Insurance contract or identification number030
Number of Individuals Covered197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $384
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 5
Insurance contract or identification number180
Number of Individuals Covered492
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,022
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,022
Insurance broker organization code?3
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered218
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $54,920
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,920
Insurance broker organization code?3
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 3
Insurance contract or identification number27164
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $69,049
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,049
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 4
Insurance contract or identification number180
Number of Individuals Covered492
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,022
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,022
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 5
Insurance contract or identification number030
Number of Individuals Covered197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $384
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 2
Insurance contract or identification number180
Number of Individuals Covered475
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $802
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $802
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 1
Insurance contract or identification number030
Number of Individuals Covered195
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $42
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 3
Insurance contract or identification number27164
Number of Individuals Covered248
Insurance policy start date2020-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $70,375
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,375
Insurance broker organization code?3
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 4
Insurance contract or identification number27164
Number of Individuals Covered193
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $53,811
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,811
Insurance broker organization code?3
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 4
Insurance contract or identification number27164
Number of Individuals Covered193
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $60,967
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60967
Insurance broker organization code?3
IBC KEYSTONE (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 3
Insurance contract or identification number27164
Number of Individuals Covered251
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $81,203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees81203
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 2
Insurance contract or identification number180
Number of Individuals Covered590
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,263
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1263
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 1
Insurance contract or identification number030
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $566
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees566
Insurance broker organization code?3
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $58,596
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $29,138
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 4
Insurance contract or identification number180
Number of Individuals Covered565
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,526
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 $25,431
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 3
Insurance contract or identification number030
Number of Individuals Covered33
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,519
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 $25,316
Commission paid to Insurance BrokerUSD $1,519
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $83,897
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $41,139
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 4
Insurance contract or identification number180
Number of Individuals Covered560
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,249
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,048
Commission paid to Insurance BrokerUSD $1,249
Insurance broker nameONEILL CONSULTING CORP
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered238
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,646
Total amount of fees paid to insurance companyUSD $10,638
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,464
Amount paid for insurance broker fees10638
Additional information about fees paid to insurance brokerOVERRRIDE COMMISSIONS
Insurance broker organization code?3
Insurance broker nameADVANCED INSURANCE CONCEPTS
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $51,164
Total amount of fees paid to insurance companyUSD $7,034
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,164
Amount paid for insurance broker fees7034
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameADVANCED INSURANCE CONCEPTS
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 3
Insurance contract or identification number030
Number of Individuals Covered325
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $683
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $683
Insurance broker nameONEILL CONSULTING CORP
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27154
Policy instance 1
Insurance contract or identification number27154
Number of Individuals Covered73
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,861
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,096
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA LP
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27154
Policy instance 2
Insurance contract or identification number27154
Number of Individuals Covered266
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $97,178
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,128
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA LP
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number180
Policy instance 4
Insurance contract or identification number180
Number of Individuals Covered596
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,232
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,232
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING INC
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number030
Policy instance 3
Insurance contract or identification number030
Number of Individuals Covered263
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $732
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $732
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING CORP
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered64
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,193
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,571
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA LP
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered261
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $61,501
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,887
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA LP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871587G
Policy instance 1
Insurance contract or identification number871587G
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,925
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $12,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,925
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING CORP
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $70,856
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,244
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA INC
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 3
Insurance contract or identification number27164
Number of Individuals Covered65
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,351
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,866
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number00349
Policy instance 4
Insurance contract or identification number00349
Number of Individuals Covered178
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,628
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $65,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $268
Insurance broker organization code?3
Insurance broker nameONEIL CONSULTING CORP
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number00354
Policy instance 5
Insurance contract or identification number00354
Number of Individuals Covered302
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,680
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $91,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,680
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING CORP
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered61
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,714
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,106
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA INC
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered294
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $60,281
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,918
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF PA INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number00374
Policy instance 3
Insurance contract or identification number00374
Number of Individuals Covered688
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,916
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $197,913
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,916
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING GROUP
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number136
Policy instance 4
Insurance contract or identification number136
Number of Individuals Covered307
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,920
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,920
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING GROUP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871587G
Policy instance 5
Insurance contract or identification number871587G
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,822
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,822
Insurance broker organization code?3
Insurance broker nameONEILL CONSULTING CORP
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number354
Policy instance 4
Insurance contract or identification number354
Number of Individuals Covered328
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,466
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $102,594
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $75,841
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number00349
Policy instance 3
Insurance contract or identification number00349
Number of Individuals Covered198
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,414
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871587G
Policy instance 5
Insurance contract or identification number871587G
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $744
Life Insurance Welfare BenefitNo
Other welfare benefits providedLTD, WD INST
Welfare Benefit Premiums Paid to CarrierUSD $5,021
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered58
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,782
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number27164
Policy instance 2
Insurance contract or identification number27164
Number of Individuals Covered38
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,558
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees75
Insurance broker organization code?3
Insurance broker nameADVANCED INSURANCE CONCEPTS INC
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number27164
Policy instance 1
Insurance contract or identification number27164
Number of Individuals Covered258
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $94,049
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1635
Insurance broker organization code?3
Insurance broker nameADVANCED INSURANCE CONCEPTS

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