IBEW LOCAL NO. 82 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL NO. 82 HEALTH & WELFARE FUND
401k plan membership statisitcs for IBEW LOCAL NO. 82 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $1,368,978 |
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $1,368,978 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $2,917,861 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $98,499 |
| Total income from all sources (including contributions) | 2023-06-30 | $18,597,805 |
| Total loss/gain on sale of assets | 2023-06-30 | $64,411 |
| Total of all expenses incurred | 2023-06-30 | $17,382,037 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $16,145,161 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $16,392,570 |
| Value of total assets at end of year | 2023-06-30 | $33,174,101 |
| Value of total assets at beginning of year | 2023-06-30 | $29,138,971 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $1,236,876 |
| Total interest from all sources | 2023-06-30 | $82,510 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $689,336 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $689,336 |
| Administrative expenses professional fees incurred | 2023-06-30 | $140,042 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $584,566 |
| Assets. Other investments not covered elsewhere at end of year | 2023-06-30 | $19,821 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-06-30 | $19,821 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $128,619 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $75,410 |
| Administrative expenses (other) incurred | 2023-06-30 | $101,198 |
| Liabilities. Value of operating payables at end of year | 2023-06-30 | $135,861 |
| Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $98,499 |
| Total non interest bearing cash at end of year | 2023-06-30 | $954,434 |
| Total non interest bearing cash at beginning of year | 2023-06-30 | $365,883 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $1,215,768 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $30,256,240 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $29,040,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Investment advisory and management fees | 2023-06-30 | $32,420 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $29,523,603 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $23,738,405 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $1,080,934 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $3,403,296 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $3,403,296 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $82,510 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-06-30 | $1,082,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $15,808,004 |
| Employer contributions (assets) at end of year | 2023-06-30 | $1,466,690 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $1,536,156 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $15,062,476 |
| Contract administrator fees | 2023-06-30 | $963,216 |
| Liabilities. Value of benefit claims payable at end of year | 2023-06-30 | $2,782,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-06-30 | $0 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Aggregate proceeds on sale of assets | 2023-06-30 | $21,215,053 |
| Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $21,150,642 |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2023-06-30 | 310800053 |
| 2022 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-3,833,526 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-3,833,526 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $98,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $132,524 |
| Total income from all sources (including contributions) | 2022-06-30 | $11,603,348 |
| Total loss/gain on sale of assets | 2022-06-30 | $298,011 |
| Total of all expenses incurred | 2022-06-30 | $12,032,757 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $10,758,599 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $14,638,452 |
| Value of total assets at end of year | 2022-06-30 | $29,138,971 |
| Value of total assets at beginning of year | 2022-06-30 | $29,602,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $1,274,158 |
| Total interest from all sources | 2022-06-30 | $5,453 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $494,958 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $494,958 |
| Administrative expenses professional fees incurred | 2022-06-30 | $190,564 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $697,276 |
| Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $19,821 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $19,867 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $75,410 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $99,022 |
| Administrative expenses (other) incurred | 2022-06-30 | $98,897 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $98,499 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $132,524 |
| Total non interest bearing cash at end of year | 2022-06-30 | $365,883 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $351,417 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-429,409 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $29,040,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $29,469,881 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $31,283 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $23,738,405 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $25,413,798 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $3,403,296 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $2,317,235 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $2,317,235 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $5,453 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $1,020,222 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $13,941,176 |
| Employer contributions (assets) at end of year | 2022-06-30 | $1,536,156 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $1,401,066 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $9,738,377 |
| Contract administrator fees | 2022-06-30 | $953,414 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Aggregate proceeds on sale of assets | 2022-06-30 | $11,299,414 |
| Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $11,001,403 |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2022-06-30 | 310800053 |
| 2021 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $3,385,131 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $3,385,131 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $132,524 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $174,531 |
| Total income from all sources (including contributions) | 2021-06-30 | $18,908,907 |
| Total loss/gain on sale of assets | 2021-06-30 | $391,788 |
| Total of all expenses incurred | 2021-06-30 | $13,556,699 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $12,287,705 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $14,595,344 |
| Value of total assets at end of year | 2021-06-30 | $29,602,405 |
| Value of total assets at beginning of year | 2021-06-30 | $24,292,204 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,268,994 |
| Total interest from all sources | 2021-06-30 | $265 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $536,379 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $536,379 |
| Administrative expenses professional fees incurred | 2021-06-30 | $148,965 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $750,467 |
| Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $19,867 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $99,022 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $72,941 |
| Administrative expenses (other) incurred | 2021-06-30 | $96,789 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $132,524 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $174,531 |
| Total non interest bearing cash at end of year | 2021-06-30 | $351,417 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $281,829 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $5,352,208 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $29,469,881 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $24,117,673 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $29,081 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $25,413,798 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $22,463,290 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $2,317,235 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $403,032 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $403,032 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $265 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $1,085,207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $13,844,877 |
| Employer contributions (assets) at end of year | 2021-06-30 | $1,401,066 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $1,071,112 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $11,202,498 |
| Contract administrator fees | 2021-06-30 | $994,159 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Aggregate proceeds on sale of assets | 2021-06-30 | $13,472,548 |
| Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $13,080,760 |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2021-06-30 | 310800053 |
| 2020 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $423,163 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $423,163 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $174,531 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $99,974 |
| Total income from all sources (including contributions) | 2020-06-30 | $15,251,390 |
| Total loss/gain on sale of assets | 2020-06-30 | $160,826 |
| Total of all expenses incurred | 2020-06-30 | $14,479,321 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $13,241,588 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $14,157,310 |
| Value of total assets at end of year | 2020-06-30 | $24,292,204 |
| Value of total assets at beginning of year | 2020-06-30 | $23,445,578 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,237,733 |
| Total interest from all sources | 2020-06-30 | $9,146 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $500,945 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $500,945 |
| Administrative expenses professional fees incurred | 2020-06-30 | $125,745 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $680,150 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $72,941 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $91,986 |
| Administrative expenses (other) incurred | 2020-06-30 | $104,858 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $174,531 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $99,974 |
| Total non interest bearing cash at end of year | 2020-06-30 | $281,829 |
| Total non interest bearing cash at beginning of year | 2020-06-30 | $268,247 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $772,069 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $24,117,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $23,345,604 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $27,231 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $22,463,290 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $20,767,395 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $403,032 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $1,017,571 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $1,017,571 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $9,146 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $1,187,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $13,477,160 |
| Employer contributions (assets) at end of year | 2020-06-30 | $1,071,112 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $1,300,379 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $12,053,589 |
| Contract administrator fees | 2020-06-30 | $979,899 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $13,716,208 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $13,555,382 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2020-06-30 | 310800053 |
| 2019 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $650,173 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $650,173 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $99,974 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $1,206,521 |
| Total income from all sources (including contributions) | 2019-06-30 | $16,257,854 |
| Total loss/gain on sale of assets | 2019-06-30 | $322,057 |
| Total of all expenses incurred | 2019-06-30 | $14,976,907 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $13,772,175 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $14,783,140 |
| Value of total assets at end of year | 2019-06-30 | $23,445,578 |
| Value of total assets at beginning of year | 2019-06-30 | $23,271,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $1,204,732 |
| Total interest from all sources | 2019-06-30 | $15,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $495,935 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $495,935 |
| Administrative expenses professional fees incurred | 2019-06-30 | $151,157 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $821,447 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $91,986 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $85,586 |
| Other income not declared elsewhere | 2019-06-30 | $-8,578 |
| Administrative expenses (other) incurred | 2019-06-30 | $95,300 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $99,974 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $1,206,521 |
| Total non interest bearing cash at end of year | 2019-06-30 | $268,247 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $808,318 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $1,280,947 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $23,345,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $22,064,657 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $30,385 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $20,767,395 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $19,288,928 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $1,017,571 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $1,851,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $1,851,056 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $15,127 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $1,237,462 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $13,961,693 |
| Employer contributions (assets) at end of year | 2019-06-30 | $1,300,379 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $1,237,290 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $12,534,713 |
| Contract administrator fees | 2019-06-30 | $927,890 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $7,627,167 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $7,305,110 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2019-06-30 | 310800053 |
| 2018 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $108,020 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $108,020 |
| Total transfer of assets to this plan | 2018-06-30 | $221,405 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $1,206,521 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $278,708 |
| Total income from all sources (including contributions) | 2018-06-30 | $15,539,218 |
| Total loss/gain on sale of assets | 2018-06-30 | $500,162 |
| Total of all expenses incurred | 2018-06-30 | $12,303,339 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $11,151,940 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $14,537,669 |
| Value of total assets at end of year | 2018-06-30 | $23,271,178 |
| Value of total assets at beginning of year | 2018-06-30 | $18,886,081 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,151,399 |
| Total interest from all sources | 2018-06-30 | $8,031 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $394,757 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $394,757 |
| Administrative expenses professional fees incurred | 2018-06-30 | $160,758 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $783,677 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $85,586 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $43,804 |
| Other income not declared elsewhere | 2018-06-30 | $-9,421 |
| Administrative expenses (other) incurred | 2018-06-30 | $84,357 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $1,206,521 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $278,708 |
| Total non interest bearing cash at end of year | 2018-06-30 | $808,318 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $944,004 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $3,235,879 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $22,064,657 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $18,607,373 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $21,047 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $19,288,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $15,591,758 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $1,851,056 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $1,018,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $1,018,487 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $8,031 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $1,147,066 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $13,753,992 |
| Employer contributions (assets) at end of year | 2018-06-30 | $1,237,290 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $1,288,028 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $10,004,874 |
| Contract administrator fees | 2018-06-30 | $885,237 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $3,509,054 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $3,008,892 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2018-06-30 | 310800053 |
| 2017 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $760,285 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $760,285 |
| Total transfer of assets to this plan | 2017-06-30 | $961,680 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $278,708 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $141,475 |
| Total income from all sources (including contributions) | 2017-06-30 | $14,058,464 |
| Total loss/gain on sale of assets | 2017-06-30 | $111,770 |
| Total of all expenses incurred | 2017-06-30 | $10,733,328 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $9,618,520 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $12,861,568 |
| Value of total assets at end of year | 2017-06-30 | $18,886,081 |
| Value of total assets at beginning of year | 2017-06-30 | $14,462,032 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,114,808 |
| Total interest from all sources | 2017-06-30 | $49,302 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $259,488 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $259,488 |
| Administrative expenses professional fees incurred | 2017-06-30 | $146,167 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $839,407 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $43,804 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $35,474 |
| Other income not declared elsewhere | 2017-06-30 | $16,051 |
| Administrative expenses (other) incurred | 2017-06-30 | $91,730 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $278,708 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $141,475 |
| Total non interest bearing cash at end of year | 2017-06-30 | $944,004 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $386,861 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $3,325,136 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $18,607,373 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $14,320,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $19,804 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $15,591,758 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $12,711,322 |
| Income. Interest from corporate debt instruments | 2017-06-30 | $46,137 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $1,018,487 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $542,719 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $542,719 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $3,165 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $1,282,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $12,022,161 |
| Employer contributions (assets) at end of year | 2017-06-30 | $1,288,028 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $785,656 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $8,335,801 |
| Contract administrator fees | 2017-06-30 | $857,107 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $3,239,217 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $3,127,447 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2017-06-30 | 310800053 |
| 2016 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $249,729 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $249,729 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $141,475 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $31,567 |
| Total income from all sources (including contributions) | 2016-06-30 | $9,992,684 |
| Total loss/gain on sale of assets | 2016-06-30 | $-10,399 |
| Total of all expenses incurred | 2016-06-30 | $9,418,297 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $8,541,063 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $9,448,654 |
| Value of total assets at end of year | 2016-06-30 | $14,462,032 |
| Value of total assets at beginning of year | 2016-06-30 | $13,777,737 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $877,234 |
| Total interest from all sources | 2016-06-30 | $9,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $274,821 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $274,821 |
| Administrative expenses professional fees incurred | 2016-06-30 | $171,119 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $831,339 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $35,474 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $217,697 |
| Other income not declared elsewhere | 2016-06-30 | $20,227 |
| Administrative expenses (other) incurred | 2016-06-30 | $62,448 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $141,475 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $31,567 |
| Total non interest bearing cash at end of year | 2016-06-30 | $386,861 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $574,387 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $14,320,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $13,746,170 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $19,923 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $12,711,322 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $11,078,458 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $8,172 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $542,719 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $1,409,330 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $1,409,330 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $1,480 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $1,205,448 |
| Asset value of US Government securities at beginning of year | 2016-06-30 | $105,946 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $8,617,315 |
| Employer contributions (assets) at end of year | 2016-06-30 | $785,656 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $623,254 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $7,335,615 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-06-30 | $343,052 |
| Contract administrator fees | 2016-06-30 | $623,744 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $6,989,955 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $7,000,354 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | LUBLIN SUSSMAN GROUP, LLP |
| Accountancy firm EIN | 2016-06-30 | 341087273 |
| 2015 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $13,146 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $13,146 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $31,567 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $89,961 |
| Total income from all sources (including contributions) | 2015-06-30 | $8,893,961 |
| Total loss/gain on sale of assets | 2015-06-30 | $113,513 |
| Total of all expenses incurred | 2015-06-30 | $8,639,798 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $7,865,404 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $8,467,068 |
| Value of total assets at end of year | 2015-06-30 | $13,777,737 |
| Value of total assets at beginning of year | 2015-06-30 | $13,581,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $774,394 |
| Total interest from all sources | 2015-06-30 | $67,355 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $232,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $232,879 |
| Administrative expenses professional fees incurred | 2015-06-30 | $120,899 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $909,602 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $56,042 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $217,697 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $108,407 |
| Administrative expenses (other) incurred | 2015-06-30 | $54,803 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $31,567 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $89,961 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $254,163 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $13,746,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $13,492,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $20,669 |
| Income. Interest from US Government securities | 2015-06-30 | $15,294 |
| Income. Interest from corporate debt instruments | 2015-06-30 | $51,781 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $1,409,330 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $1,577,617 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $1,577,617 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $280 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $11,078,458 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $10,575,309 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $1,097,464 |
| Asset value of US Government securities at end of year | 2015-06-30 | $105,946 |
| Asset value of US Government securities at beginning of year | 2015-06-30 | $161,064 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $7,501,424 |
| Employer contributions (assets) at end of year | 2015-06-30 | $623,254 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $699,232 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $6,767,940 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-06-30 | $343,052 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-06-30 | $460,339 |
| Contract administrator fees | 2015-06-30 | $578,023 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $2,739,014 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $2,625,501 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | LUBLIN SUSSMAN GROUP, LLP |
| Accountancy firm EIN | 2015-06-30 | 341087273 |
| 2014 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $-415,303 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $-415,303 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $89,961 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $23,301 |
| Total income from all sources (including contributions) | 2014-06-30 | $9,497,191 |
| Total loss/gain on sale of assets | 2014-06-30 | $555,578 |
| Total of all expenses incurred | 2014-06-30 | $8,478,351 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $7,752,649 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $8,076,432 |
| Value of total assets at end of year | 2014-06-30 | $13,581,968 |
| Value of total assets at beginning of year | 2014-06-30 | $12,496,468 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $725,702 |
| Total interest from all sources | 2014-06-30 | $36,651 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $266,385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $266,385 |
| Administrative expenses professional fees incurred | 2014-06-30 | $114,775 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $985,325 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $120,195 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $108,407 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $188,092 |
| Administrative expenses (other) incurred | 2014-06-30 | $54,027 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $89,961 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $23,301 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $1,018,840 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $13,492,007 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $12,473,167 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $21,072 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $10,575,309 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $6,756,821 |
| Income. Interest from US Government securities | 2014-06-30 | $10,254 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $26,172 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $1,577,617 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $1,430,715 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $1,430,715 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $225 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $1,011,140 |
| Asset value of US Government securities at end of year | 2014-06-30 | $161,064 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $269,233 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $977,448 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $6,970,912 |
| Employer contributions (assets) at end of year | 2014-06-30 | $699,232 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $665,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $6,741,509 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $460,339 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $573,082 |
| Contract administrator fees | 2014-06-30 | $535,828 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $2,613,025 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $2,974,212 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $2,418,634 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | CLARK, SCAEFER, HACKETT & CO |
| Accountancy firm EIN | 2014-06-30 | 310800053 |
| 2013 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $263,414 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $263,414 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $23,301 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $45,609 |
| Total income from all sources (including contributions) | 2013-06-30 | $9,359,478 |
| Total loss/gain on sale of assets | 2013-06-30 | $49,500 |
| Total of all expenses incurred | 2013-06-30 | $7,984,536 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $7,217,181 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $8,466,259 |
| Value of total assets at end of year | 2013-06-30 | $12,496,468 |
| Value of total assets at beginning of year | 2013-06-30 | $11,143,834 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $767,355 |
| Total interest from all sources | 2013-06-30 | $90,636 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $275,835 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $275,835 |
| Administrative expenses professional fees incurred | 2013-06-30 | $138,572 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $1,113,302 |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $51,016 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $131,487 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $188,092 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $89,763 |
| Administrative expenses (other) incurred | 2013-06-30 | $48,419 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $23,301 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $45,609 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $1,374,942 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $12,473,167 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $11,098,225 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $23,339 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $6,756,821 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $5,200,527 |
| Income. Interest from US Government securities | 2013-06-30 | $11,125 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $79,149 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $1,430,715 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $1,399,628 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $1,399,628 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $362 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $1,017,504 |
| Asset value of US Government securities at end of year | 2013-06-30 | $269,233 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $278,744 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $213,834 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $7,221,470 |
| Employer contributions (assets) at end of year | 2013-06-30 | $665,500 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $594,427 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $6,199,677 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $573,082 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $847,446 |
| Contract administrator fees | 2013-06-30 | $557,025 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $2,613,025 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $2,682,283 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $992,909 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $943,409 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2013-06-30 | 310800053 |
| 2012 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $98,236 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $98,236 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $45,609 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $67,074 |
| Total income from all sources (including contributions) | 2012-06-30 | $9,132,460 |
| Total loss/gain on sale of assets | 2012-06-30 | $-280 |
| Total of all expenses incurred | 2012-06-30 | $8,167,283 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $7,435,418 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $8,952,406 |
| Value of total assets at end of year | 2012-06-30 | $11,143,834 |
| Value of total assets at beginning of year | 2012-06-30 | $10,200,122 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $731,865 |
| Total interest from all sources | 2012-06-30 | $53,508 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $281,466 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $281,466 |
| Administrative expenses professional fees incurred | 2012-06-30 | $123,507 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $1,172,051 |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $51,016 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $47,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $184,276 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $89,763 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $137,022 |
| Administrative expenses (other) incurred | 2012-06-30 | $59,485 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $45,609 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $67,074 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $965,177 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $11,098,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $10,133,048 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $22,124 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $5,200,527 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $7,048,879 |
| Income. Interest from US Government securities | 2012-06-30 | $11,125 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $42,209 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $1,399,628 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $1,103,286 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $1,103,286 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $174 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $962,946 |
| Asset value of US Government securities at end of year | 2012-06-30 | $278,744 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $277,888 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-252,876 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $7,596,079 |
| Employer contributions (assets) at end of year | 2012-06-30 | $594,427 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $684,182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $6,472,472 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $847,446 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-06-30 | $901,022 |
| Contract administrator fees | 2012-06-30 | $526,749 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $2,682,283 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $4,941,950 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $4,942,230 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | CLARK SCHAEFER HACKETT |
| Accountancy firm EIN | 2012-06-30 | 310800053 |
| 2011 : IBEW LOCAL NO. 82 HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $-46,196 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $-46,196 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $67,074 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $39,974 |
| Total income from all sources (including contributions) | 2011-06-30 | $10,433,010 |
| Total loss/gain on sale of assets | 2011-06-30 | $41,173 |
| Total of all expenses incurred | 2011-06-30 | $9,628,542 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $8,836,483 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $9,073,994 |
| Value of total assets at end of year | 2011-06-30 | $10,200,122 |
| Value of total assets at beginning of year | 2011-06-30 | $9,368,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $792,059 |
| Total interest from all sources | 2011-06-30 | $61,847 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $199,357 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $199,357 |
| Administrative expenses professional fees incurred | 2011-06-30 | $171,819 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $1,298,557 |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $47,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $166,104 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $137,022 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $105,748 |
| Administrative expenses (other) incurred | 2011-06-30 | $59,860 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $67,074 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $39,974 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $804,468 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $10,133,048 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $9,328,580 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $19,691 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $7,048,879 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $6,280,377 |
| Income. Interest from US Government securities | 2011-06-30 | $12,066 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $48,956 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $1,103,286 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $539,020 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $539,020 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $825 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $930,734 |
| Asset value of US Government securities at end of year | 2011-06-30 | $277,888 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $464,516 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $1,102,835 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $7,609,333 |
| Employer contributions (assets) at end of year | 2011-06-30 | $684,182 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $576,694 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $7,905,749 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $901,022 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $1,402,199 |
| Contract administrator fees | 2011-06-30 | $540,689 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $3,298,807 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $3,257,634 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2011-06-30 | 310800053 |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5820 |
| Policy instance | 4 |
| Insurance contract or identification number | S5820 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $189,245 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 3 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 1101 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | 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 Carrier | USD $68,983 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0135930 |
| Policy instance | 2 |
| Insurance contract or identification number | 0135930 | | Number of Individuals Covered | 1022 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $101,173 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
| Policy contract number | 320776 |
| Policy instance | 1 |
| Insurance contract or identification number | 320776 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $212,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 5 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 1135 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $510,224 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0135930 |
| Policy instance | 1 |
| Insurance contract or identification number | 0135930 | | Number of Individuals Covered | 977 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $99,405 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5820 |
| Policy instance | 2 |
| Insurance contract or identification number | S5820 | | Number of Individuals Covered | 150 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $175,015 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 3 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 1079 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $465,269 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 994 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $69,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5820 |
| Policy instance | 3 |
| Insurance contract or identification number | S5820 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $220,148 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 4 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 1064 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $455,924 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
| Policy contract number | 3657 |
| Policy instance | 5 |
| Insurance contract or identification number | 3657 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $181,104 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0135930 |
| Policy instance | 1 |
| Insurance contract or identification number | 0135930 | | Number of Individuals Covered | 953 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $106,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0135930 |
| Policy instance | 1 |
| Insurance contract or identification number | 0135930 | | Number of Individuals Covered | 1023 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $111,249 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 1073 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $74,919 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5820 |
| Policy instance | 3 |
| Insurance contract or identification number | S5820 | | Number of Individuals Covered | 169 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $209,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 4 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 1137 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $450,162 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
| Policy contract number | 3657 |
| Policy instance | 5 |
| Insurance contract or identification number | 3657 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $365,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 1073 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $72,840 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0135930 |
| Policy instance | 1 |
| Insurance contract or identification number | 0135930 | | Number of Individuals Covered | 1054 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $100,565 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 4 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 1168 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $448,864 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5820 |
| Policy instance | 3 |
| Insurance contract or identification number | S5820 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $232,616 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
| Policy contract number | 3657 |
| Policy instance | 5 |
| Insurance contract or identification number | 3657 | | Number of Individuals Covered | 346 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $384,864 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
| Policy contract number | 3657 |
| Policy instance | 5 |
| Insurance contract or identification number | 3657 | | Number of Individuals Covered | 183 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $390,804 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 4 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 1125 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $435,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | S5820 |
| Policy instance | 3 |
| Insurance contract or identification number | S5820 | | Number of Individuals Covered | 198 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $239,481 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 1036 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $136,862 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0135930 |
| Policy instance | 1 |
| Insurance contract or identification number | 0135930 | | Number of Individuals Covered | 998 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $102,573 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 46014113 |
| Policy instance | 1 |
| Insurance contract or identification number | 46014113 | | Number of Individuals Covered | 210 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $504,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 632 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $43,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 01359030 |
| Policy instance | 3 |
| Insurance contract or identification number | 01359030 | | Number of Individuals Covered | 616 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $61,970 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 4 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 730 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $292,558 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 632 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $80,598 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 01359030 |
| Policy instance | 3 |
| Insurance contract or identification number | 01359030 | | Number of Individuals Covered | 616 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $73,513 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 ) |
| Policy contract number | SL10189 |
| Policy instance | 4 |
| Insurance contract or identification number | SL10189 | | Number of Individuals Covered | 730 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $274,991 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 46014113 |
| Policy instance | 1 |
| Insurance contract or identification number | 46014113 | | Number of Individuals Covered | 210 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $519,271 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 46014113 |
| Policy instance | 1 |
| Insurance contract or identification number | 46014113 | | Number of Individuals Covered | 218 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $522,162 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 01359030 |
| Policy instance | 3 |
| Insurance contract or identification number | 01359030 | | Number of Individuals Covered | 581 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $77,415 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | SE3E50082 |
| Policy instance | 4 |
| Insurance contract or identification number | SE3E50082 | | Number of Individuals Covered | 688 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $258,889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 650 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $40,257 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | SE3E50082 |
| Policy instance | 4 |
| Insurance contract or identification number | SE3E50082 | | Number of Individuals Covered | 748 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $273,895 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 01359030 |
| Policy instance | 3 |
| Insurance contract or identification number | 01359030 | | Number of Individuals Covered | 623 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $64,400 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 643 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $43,233 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 46014113 |
| Policy instance | 1 |
| Insurance contract or identification number | 46014113 | | Number of Individuals Covered | 234 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $176 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $569,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 176 | | Additional information about fees paid to insurance broker | AARP MEMBERSHIP FEES | | Insurance broker organization code? | 4 | | Insurance broker name | AARP |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | SE3E50082 |
| Policy instance | 4 |
| Insurance contract or identification number | SE3E50082 | | Number of Individuals Covered | 976 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $288,131 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 01359030 |
| Policy instance | 3 |
| Insurance contract or identification number | 01359030 | | Number of Individuals Covered | 691 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $44,154 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 691 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $41,822 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 46014113 |
| Policy instance | 1 |
| Insurance contract or identification number | 46014113 | | Number of Individuals Covered | 285 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $272 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $593,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | SE3E50082 |
| Policy instance | 4 |
| Insurance contract or identification number | SE3E50082 | | Number of Individuals Covered | 853 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $269,183 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 46014113 |
| Policy instance | 1 |
| Insurance contract or identification number | 46014113 | | Number of Individuals Covered | 265 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $272 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $560,295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 43804 |
| Policy instance | 2 |
| Insurance contract or identification number | 43804 | | Number of Individuals Covered | 685 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $46,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 01359030 |
| Policy instance | 3 |
| Insurance contract or identification number | 01359030 | | Number of Individuals Covered | 703 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $46,997 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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