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WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 401k Plan overview

Plan NameWELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO
Plan identification number 501

WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

UTILITY WORKER'S UNION OF AMERICA 102 has sponsored the creation of one or more 401k plans.

Company Name:UTILITY WORKER'S UNION OF AMERICA 102
Employer identification number (EIN):250907050
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01
5012015-05-01BEN WILKINSON
5012014-05-01ROBERT WHALEN
5012013-05-01ROBERT WHALEN
5012012-05-01ROBERT T WHALEN ROBERT T WHALEN2013-07-02
5012011-08-01ROBERT T WHALEN ROBERT T WHALEN2012-11-26
5012010-08-01ROBERT T WHALEN ROBERT T WHALEN2012-03-13
5012009-08-01ROBERT T WHALEN ROBERT T WHALEN2011-05-05

Plan Statistics for WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

401k plan membership statisitcs for WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

Measure Date Value
2021: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2021 401k membership
Total participants, beginning-of-year2021-01-011,543
Total number of active participants reported on line 7a of the Form 55002021-01-011,426
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,426
2020: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2020 401k membership
Total participants, beginning-of-year2020-01-011,566
Total number of active participants reported on line 7a of the Form 55002020-01-011,543
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,543
2019: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2019 401k membership
Total participants, beginning-of-year2019-01-011,689
Total number of active participants reported on line 7a of the Form 55002019-01-011,566
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,566
2018: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2018 401k membership
Total participants, beginning-of-year2018-01-011,848
Total number of active participants reported on line 7a of the Form 55002018-01-011,689
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,689
2017: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2017 401k membership
Total participants, beginning-of-year2017-01-011,878
Total number of active participants reported on line 7a of the Form 55002017-01-011,848
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,848
2015: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-05-011,878
Total number of active participants reported on line 7a of the Form 55002015-05-011,582
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-011,582
2014: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-05-012,063
Total number of active participants reported on line 7a of the Form 55002014-05-011,878
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-011,878
2013: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-05-011,075
Total number of active participants reported on line 7a of the Form 55002013-05-012,063
Total of all active and inactive participants2013-05-012,063
2012: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-05-011,073
Total number of active participants reported on line 7a of the Form 55002012-05-011,075
Total of all active and inactive participants2012-05-011,075
2011: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-08-011,111
Total number of active participants reported on line 7a of the Form 55002011-08-011,073
Total of all active and inactive participants2011-08-011,073
2010: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2010 401k membership
Total participants, beginning-of-year2010-08-011,119
Total number of active participants reported on line 7a of the Form 55002010-08-011,111
Total of all active and inactive participants2010-08-011,111
2009: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-08-011,158
Total number of active participants reported on line 7a of the Form 55002009-08-011,119
Total of all active and inactive participants2009-08-011,119

Financial Data on WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

Measure Date Value
2021 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2021 401k financial data
Total income from all sources2021-12-31$8,457,867
Expenses. Total of all expenses incurred2021-12-31$8,457,867
Benefits paid (including direct rollovers)2021-12-31$8,182,210
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$0
Other income received2021-12-31$8,457,867
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$275,657
2020 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2020 401k financial data
Total income from all sources2020-12-31$11,889,558
Expenses. Total of all expenses incurred2020-12-31$11,889,558
Benefits paid (including direct rollovers)2020-12-31$11,488,454
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$0
Other income received2020-12-31$11,889,558
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$401,104
2019 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2019 401k financial data
Total income from all sources2019-12-31$13,658,155
Expenses. Total of all expenses incurred2019-12-31$13,658,155
Benefits paid (including direct rollovers)2019-12-31$13,216,003
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$0
Other income received2019-12-31$13,658,155
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$442,152
2018 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2018 401k financial data
Total income from all sources2018-12-31$13,296,332
Expenses. Total of all expenses incurred2018-12-31$13,296,332
Benefits paid (including direct rollovers)2018-12-31$12,880,575
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$0
Other income received2018-12-31$13,296,332
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$415,757
2016 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2016 401k financial data
Total income from all sources2016-04-30$13,223,102
Expenses. Total of all expenses incurred2016-04-30$13,223,102
Benefits paid (including direct rollovers)2016-04-30$13,223,102
Total plan assets at end of year2016-04-30$0
Total plan assets at beginning of year2016-04-30$0
Other income received2016-04-30$13,223,102
Net plan assets at end of year (total assets less liabilities)2016-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$0
2015 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2015 401k financial data
Total income from all sources2015-04-30$13,498,360
Expenses. Total of all expenses incurred2015-04-30$13,498,360
Benefits paid (including direct rollovers)2015-04-30$13,498,360
Total plan assets at end of year2015-04-30$0
Total plan assets at beginning of year2015-04-30$0
Other income received2015-04-30$13,498,360
Net plan assets at end of year (total assets less liabilities)2015-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$0
2014 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2014 401k financial data
Total income from all sources2014-04-30$13,871,822
Expenses. Total of all expenses incurred2014-04-30$13,871,822
Benefits paid (including direct rollovers)2014-04-30$13,871,822
Total plan assets at end of year2014-04-30$0
Total plan assets at beginning of year2014-04-30$0
Other income received2014-04-30$13,871,822
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$0

Form 5500 Responses for WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

2021: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Plan is a collectively bargained planYes
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1426
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $275,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $253,888
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1543
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $401,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $401,104
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1566
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered3961
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $415,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $415,757
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered3961
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $410,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1582
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Welfare Benefit Premiums Paid to CarrierUSD $13,223,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1878
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Welfare Benefit Premiums Paid to CarrierUSD $13,498,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered2063
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Welfare Benefit Premiums Paid to CarrierUSD $13,871,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 1
Insurance contract or identification number04979600
Number of Individuals Covered2514
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Welfare Benefit Premiums Paid to CarrierUSD $11,556,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 2
Insurance contract or identification number04979600
Number of Individuals Covered2514
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Welfare Benefit Premiums Paid to CarrierUSD $2,498,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 2
Insurance contract or identification number04979600
Number of Individuals Covered2509
Insurance policy start date2011-08-01
Insurance policy end date2012-04-30
Welfare Benefit Premiums Paid to CarrierUSD $1,843,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 1
Insurance contract or identification number04979600
Number of Individuals Covered2509
Insurance policy start date2011-08-01
Insurance policy end date2012-04-30
Welfare Benefit Premiums Paid to CarrierUSD $8,440,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 2
Insurance contract or identification number04979600
Number of Individuals Covered2544
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Welfare Benefit Premiums Paid to CarrierUSD $2,381,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 1
Insurance contract or identification number04979600
Number of Individuals Covered2595
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,899,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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