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PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 401k Plan overview

Plan NamePLUMBERS LOCAL 210 HEALTH AND WELFARE FUND
Plan identification number 501

PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

TRUSTEES OF PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND
Employer identification number (EIN):320047529
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01SALVADOR ESPINO2019-10-09 KEVIN KEOUGH2019-10-09
5012017-01-01
5012016-01-01
5012015-01-01DAVID MISCH
5012014-01-01DAVID MISCH
5012013-01-01DAVID MISCH
5012012-01-01DAVID MISCH
5012011-01-01DAVID MISCH
5012010-01-01DAVID MISCH
5012009-01-01BERNARD SULLIVAN

Plan Statistics for PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND

401k plan membership statisitcs for PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND

Measure Date Value
2023: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01343
Total number of active participants reported on line 7a of the Form 55002023-01-01303
Number of retired or separated participants receiving benefits2023-01-01108
Total of all active and inactive participants2023-01-01411
Number of employers contributing to the scheme2023-01-0142
2022: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01306
Total number of active participants reported on line 7a of the Form 55002022-01-01266
Number of retired or separated participants receiving benefits2022-01-0177
Total of all active and inactive participants2022-01-01343
Number of employers contributing to the scheme2022-01-0137
2021: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01314
Total number of active participants reported on line 7a of the Form 55002021-01-01229
Number of retired or separated participants receiving benefits2021-01-0177
Total of all active and inactive participants2021-01-01306
Number of employers contributing to the scheme2021-01-0139
2020: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total number of active participants reported on line 7a of the Form 55002020-01-01237
Number of retired or separated participants receiving benefits2020-01-0177
Total of all active and inactive participants2020-01-01314
Number of employers contributing to the scheme2020-01-0136
2019: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of retired or separated participants receiving benefits2019-01-0179
Total of all active and inactive participants2019-01-01318
Number of employers contributing to the scheme2019-01-0139
2018: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of retired or separated participants receiving benefits2018-01-0178
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01308
Number of employers contributing to the scheme2018-01-0136
2017: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01285
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-0176
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01308
Number of employers contributing to the scheme2017-01-0140
2016: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01274
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-0173
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01285
Number of employers contributing to the scheme2016-01-0138
2015: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01263
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-0179
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01274
Number of employers contributing to the scheme2015-01-0142
2014: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01250
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-0181
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01263
Number of employers contributing to the scheme2014-01-0142
2013: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01263
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-0179
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01250
Number of employers contributing to the scheme2013-01-0143
2012: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-0185
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01263
Number of employers contributing to the scheme2012-01-0151
2011: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-01190
Number of retired or separated participants receiving benefits2011-01-0181
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01271
Number of employers contributing to the scheme2011-01-0149
2010: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01284
Total number of active participants reported on line 7a of the Form 55002010-01-01182
Number of retired or separated participants receiving benefits2010-01-0192
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01274
Number of employers contributing to the scheme2010-01-0144
2009: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01376
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-0186
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01284
Number of employers contributing to the scheme2009-01-0149

Financial Data on PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND

Measure Date Value
2023 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,284,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,260,638
Total income from all sources (including contributions)2023-12-31$5,985,913
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,149,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,926,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,650,188
Value of total assets at end of year2023-12-31$5,449,336
Value of total assets at beginning of year2023-12-31$5,589,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$223,289
Total interest from all sources2023-12-31$1,936
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$111,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$111,085
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,200,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$507,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$590,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$289,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$353,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$862,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$955,941
Other income not declared elsewhere2023-12-31$2,500
Administrative expenses (other) incurred2023-12-31$54,921
Liabilities. Value of operating payables at end of year2023-12-31$24,613
Liabilities. Value of operating payables at beginning of year2023-12-31$697
Total non interest bearing cash at end of year2023-12-31$1,231,841
Total non interest bearing cash at beginning of year2023-12-31$1,161,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-163,541
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,164,954
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,328,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$8,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,014,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,139,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$44,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$36,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$36,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,936
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$967,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$220,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,142,567
Employer contributions (assets) at end of year2023-12-31$567,276
Employer contributions (assets) at beginning of year2023-12-31$541,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,368,887
Contract administrator fees2023-12-31$14,336
Liabilities. Value of benefit claims payable at end of year2023-12-31$396,781
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$304,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$302,036
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$355,604
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$600,898
Aggregate carrying amount (costs) on sale of assets2023-12-31$600,898
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,260,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$822,641
Total income from all sources (including contributions)2022-12-31$4,592,454
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,348,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,149,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,030,041
Value of total assets at end of year2022-12-31$5,589,133
Value of total assets at beginning of year2022-12-31$5,907,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$199,320
Total interest from all sources2022-12-31$610
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$85,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$85,147
Administrative expenses professional fees incurred2022-12-31$65,431
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$449,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$546,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$353,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$214,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$955,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$394,247
Other income not declared elsewhere2022-12-31$1,477
Administrative expenses (other) incurred2022-12-31$111,653
Liabilities. Value of operating payables at end of year2022-12-31$697
Liabilities. Value of operating payables at beginning of year2022-12-31$3,394
Total non interest bearing cash at end of year2022-12-31$1,161,979
Total non interest bearing cash at beginning of year2022-12-31$1,102,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-756,049
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,328,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,084,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,139,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,779,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$36,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$37,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$37,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$610
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$766,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-524,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,580,376
Employer contributions (assets) at end of year2022-12-31$541,028
Employer contributions (assets) at beginning of year2022-12-31$448,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,836,365
Contract administrator fees2022-12-31$12,906
Liabilities. Value of benefit claims payable at end of year2022-12-31$304,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$425,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$355,604
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$324,204
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$201,050
Aggregate carrying amount (costs) on sale of assets2022-12-31$201,050
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$822,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$567,005
Total income from all sources (including contributions)2021-12-31$4,816,693
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,631,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,420,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,492,193
Value of total assets at end of year2021-12-31$5,907,185
Value of total assets at beginning of year2021-12-31$6,466,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,930
Total interest from all sources2021-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$117,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$117,381
Administrative expenses professional fees incurred2021-12-31$67,394
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$519,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$525,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$214,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$213,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$394,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$225,434
Other income not declared elsewhere2021-12-31$11,977
Administrative expenses (other) incurred2021-12-31$126,014
Liabilities. Value of operating payables at end of year2021-12-31$3,394
Liabilities. Value of operating payables at beginning of year2021-12-31$6,571
Total non interest bearing cash at end of year2021-12-31$1,102,207
Total non interest bearing cash at beginning of year2021-12-31$412,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-814,522
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,084,544
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,899,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,779,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,967,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$37,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$116,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$116,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$28
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$728,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$195,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,972,728
Employer contributions (assets) at end of year2021-12-31$448,735
Employer contributions (assets) at beginning of year2021-12-31$389,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,165,840
Contract administrator fees2021-12-31$8,058
Liabilities. Value of benefit claims payable at end of year2021-12-31$425,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$335,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$324,204
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$366,154
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,288,938
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,288,938
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$567,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,016,694
Total income from all sources (including contributions)2020-12-31$4,767,614
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,567,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,409,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,318,527
Value of total assets at end of year2020-12-31$6,466,071
Value of total assets at beginning of year2020-12-31$6,715,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$158,003
Total interest from all sources2020-12-31$1,338
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$148,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$148,526
Administrative expenses professional fees incurred2020-12-31$52,372
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$582,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$548,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$213,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$136,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$225,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$403,466
Other income not declared elsewhere2020-12-31$41,655
Administrative expenses (other) incurred2020-12-31$87,838
Liabilities. Value of operating payables at end of year2020-12-31$6,571
Liabilities. Value of operating payables at beginning of year2020-12-31$289,228
Total non interest bearing cash at end of year2020-12-31$412,983
Total non interest bearing cash at beginning of year2020-12-31$665,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$200,374
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,899,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,698,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,967,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,766,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$116,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$387,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$387,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,338
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$797,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$257,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,736,238
Employer contributions (assets) at end of year2020-12-31$389,428
Employer contributions (assets) at beginning of year2020-12-31$390,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,062,599
Contract administrator fees2020-12-31$8,527
Liabilities. Value of benefit claims payable at end of year2020-12-31$335,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$324,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$366,154
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$367,410
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$401,463
Aggregate carrying amount (costs) on sale of assets2020-12-31$401,463
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,016,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$748,527
Total income from all sources (including contributions)2019-12-31$4,783,684
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,245,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,108,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,216,733
Value of total assets at end of year2019-12-31$6,715,386
Value of total assets at beginning of year2019-12-31$5,908,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,566
Total interest from all sources2019-12-31$6,599
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$137,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$137,854
Administrative expenses professional fees incurred2019-12-31$54,925
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$473,336
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$255,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$136,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$187,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$403,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$468,363
Administrative expenses (other) incurred2019-12-31$68,042
Liabilities. Value of operating payables at end of year2019-12-31$289,228
Liabilities. Value of operating payables at beginning of year2019-12-31$5,164
Total non interest bearing cash at end of year2019-12-31$665,744
Total non interest bearing cash at beginning of year2019-12-31$460,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$538,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,698,692
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,160,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,766,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,208,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$387,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$684,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$684,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,599
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$747,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$422,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,743,397
Employer contributions (assets) at end of year2019-12-31$390,852
Employer contributions (assets) at beginning of year2019-12-31$367,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,105,738
Contract administrator fees2019-12-31$5,003
Liabilities. Value of benefit claims payable at end of year2019-12-31$324,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$275,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$367,410
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,421
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,372,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,555,949
Total income from all sources (including contributions)2018-12-31$4,207,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,124,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,841,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,296,161
Value of total assets at end of year2018-12-31$5,518,056
Value of total assets at beginning of year2018-12-31$5,618,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$282,685
Total interest from all sources2018-12-31$941
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$124,719
Administrative expenses professional fees incurred2018-12-31$140,191
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,200,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$375,023
Participant contributions at end of year2018-12-31$5,190
Participant contributions at beginning of year2018-12-31$6,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$8,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$182,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$260,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,027,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,100,249
Administrative expenses (other) incurred2018-12-31$65,470
Liabilities. Value of operating payables at end of year2018-12-31$70,512
Liabilities. Value of operating payables at beginning of year2018-12-31$100,700
Total non interest bearing cash at end of year2018-12-31$69,414
Total non interest bearing cash at beginning of year2018-12-31$2,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$82,906
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,145,332
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,062,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,436,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,527,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$457,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$454,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$454,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$941
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$769,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-214,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,921,138
Employer contributions (assets) at end of year2018-12-31$367,464
Employer contributions (assets) at beginning of year2018-12-31$366,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,063,241
Contract administrator fees2018-12-31$69,443
Liabilities. Value of benefit claims payable at end of year2018-12-31$275,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$355,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2018-12-31362152389
2017 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,555,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,396,271
Total income from all sources (including contributions)2017-12-31$4,558,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,083,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,806,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,169,624
Value of total assets at end of year2017-12-31$5,618,375
Value of total assets at beginning of year2017-12-31$4,983,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$277,113
Total interest from all sources2017-12-31$330
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$116,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$116,329
Administrative expenses professional fees incurred2017-12-31$125,058
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,200,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$358,710
Participant contributions at end of year2017-12-31$6,353
Participant contributions at beginning of year2017-12-31$5,401
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$15,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$260,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$245,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,100,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,953,539
Other income not declared elsewhere2017-12-31$13,462
Administrative expenses (other) incurred2017-12-31$76,095
Liabilities. Value of operating payables at end of year2017-12-31$100,700
Liabilities. Value of operating payables at beginning of year2017-12-31$98,732
Total non interest bearing cash at end of year2017-12-31$2,739
Total non interest bearing cash at beginning of year2017-12-31$10,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$474,990
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,062,426
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,587,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,527,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,249,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$454,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$170,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$170,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$330
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$724,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$258,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,810,914
Employer contributions (assets) at end of year2017-12-31$366,403
Employer contributions (assets) at beginning of year2017-12-31$302,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,065,701
Contract administrator fees2017-12-31$68,424
Liabilities. Value of benefit claims payable at end of year2017-12-31$355,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$344,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2017-12-31362152389
2016 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,396,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,204,594
Total income from all sources (including contributions)2016-12-31$3,971,996
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,005,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,723,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,676,140
Value of total assets at end of year2016-12-31$4,983,707
Value of total assets at beginning of year2016-12-31$4,825,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$282,851
Total interest from all sources2016-12-31$477
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$119,980
Administrative expenses professional fees incurred2016-12-31$119,697
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,200,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$382,306
Participant contributions at end of year2016-12-31$5,401
Participant contributions at beginning of year2016-12-31$9,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$15,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$245,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$246,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,953,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,630,002
Other income not declared elsewhere2016-12-31$39,074
Administrative expenses (other) incurred2016-12-31$89,582
Liabilities. Value of operating payables at end of year2016-12-31$98,732
Liabilities. Value of operating payables at beginning of year2016-12-31$70,592
Total non interest bearing cash at end of year2016-12-31$10,322
Total non interest bearing cash at beginning of year2016-12-31$26,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-33,939
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,587,436
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,621,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,249,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,181,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$170,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$113,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$113,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$477
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$415,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$136,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,293,834
Employer contributions (assets) at end of year2016-12-31$302,617
Employer contributions (assets) at beginning of year2016-12-31$249,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,291,621
Contract administrator fees2016-12-31$66,070
Liabilities. Value of benefit claims payable at end of year2016-12-31$344,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$504,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2016-12-31362152389
2015 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,204,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,927,377
Total income from all sources (including contributions)2015-12-31$3,411,523
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,257,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,974,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,335,422
Value of total assets at end of year2015-12-31$4,825,969
Value of total assets at beginning of year2015-12-31$5,394,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$282,686
Total interest from all sources2015-12-31$197
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$119,697
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,200,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$419,879
Participant contributions at end of year2015-12-31$9,156
Participant contributions at beginning of year2015-12-31$8,578
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$14,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$246,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$207,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,630,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,603,651
Other income not declared elsewhere2015-12-31$58,080
Administrative expenses (other) incurred2015-12-31$91,138
Liabilities. Value of operating payables at end of year2015-12-31$70,592
Liabilities. Value of operating payables at beginning of year2015-12-31$98,726
Total non interest bearing cash at end of year2015-12-31$26,080
Total non interest bearing cash at beginning of year2015-12-31$36,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-845,777
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,621,375
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,467,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,181,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,719,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$113,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$210,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$210,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$197
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$370,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$17,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,915,543
Employer contributions (assets) at end of year2015-12-31$249,423
Employer contributions (assets) at beginning of year2015-12-31$212,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,588,946
Contract administrator fees2015-12-31$64,494
Liabilities. Value of benefit claims payable at end of year2015-12-31$504,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$225,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$207
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2015-12-31362152389
2014 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,927,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,849,729
Total income from all sources (including contributions)2014-12-31$3,432,399
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,659,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,375,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,042,532
Value of total assets at end of year2014-12-31$5,394,529
Value of total assets at beginning of year2014-12-31$5,544,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$284,050
Total interest from all sources2014-12-31$280
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$108,085
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,200,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$423,436
Participant contributions at end of year2014-12-31$8,578
Participant contributions at beginning of year2014-12-31$9,915
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$14,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$207,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$172,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,603,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,512,225
Other income not declared elsewhere2014-12-31$55,483
Administrative expenses (other) incurred2014-12-31$106,050
Liabilities. Value of operating payables at end of year2014-12-31$98,726
Liabilities. Value of operating payables at beginning of year2014-12-31$78,504
Total non interest bearing cash at end of year2014-12-31$36,056
Total non interest bearing cash at beginning of year2014-12-31$37,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-227,529
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,467,152
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,694,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,719,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,798,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$210,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$321,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$321,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$280
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$311,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$334,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,619,096
Employer contributions (assets) at end of year2014-12-31$212,632
Employer contributions (assets) at beginning of year2014-12-31$204,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,050,539
Contract administrator fees2014-12-31$63,729
Liabilities. Value of benefit claims payable at end of year2014-12-31$225,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$259,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$207
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$622
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2014-12-31362152389
2013 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,849,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,142,313
Total income from all sources (including contributions)2013-12-31$3,435,453
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,045,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,806,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,072,293
Value of total assets at end of year2013-12-31$5,544,410
Value of total assets at beginning of year2013-12-31$5,446,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$239,230
Total interest from all sources2013-12-31$825
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$106,832
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,100,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$451,153
Participant contributions at end of year2013-12-31$9,915
Participant contributions at beginning of year2013-12-31$14,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$14,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$172,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$169,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,512,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,698,463
Other income not declared elsewhere2013-12-31$50,326
Administrative expenses (other) incurred2013-12-31$66,057
Liabilities. Value of operating payables at end of year2013-12-31$78,504
Liabilities. Value of operating payables at beginning of year2013-12-31$76,850
Total non interest bearing cash at end of year2013-12-31$37,070
Total non interest bearing cash at beginning of year2013-12-31$46,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$390,031
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,694,681
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,304,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,798,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,042,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$321,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$833,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$833,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$825
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$306,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$312,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,621,140
Employer contributions (assets) at end of year2013-12-31$204,065
Employer contributions (assets) at beginning of year2013-12-31$338,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,485,364
Contract administrator fees2013-12-31$60,228
Liabilities. Value of benefit claims payable at end of year2013-12-31$259,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$367,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$622
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,037
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2013-12-31362152389
2012 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,142,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,447,893
Total income from all sources (including contributions)2012-12-31$3,716,473
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,017,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,790,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,355,414
Value of total assets at end of year2012-12-31$5,446,963
Value of total assets at beginning of year2012-12-31$5,053,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$227,052
Total interest from all sources2012-12-31$560
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$93,254
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$484,209
Participant contributions at end of year2012-12-31$14,664
Participant contributions at beginning of year2012-12-31$11,089
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$14,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$169,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$319,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,698,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,697,754
Other income not declared elsewhere2012-12-31$53,629
Administrative expenses (other) incurred2012-12-31$67,350
Liabilities. Value of operating payables at end of year2012-12-31$76,850
Liabilities. Value of operating payables at beginning of year2012-12-31$81,139
Total non interest bearing cash at end of year2012-12-31$46,986
Total non interest bearing cash at beginning of year2012-12-31$41,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$699,083
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,304,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,605,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,042,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,834,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$833,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$578,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$578,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$560
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$270,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$306,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,871,205
Employer contributions (assets) at end of year2012-12-31$338,524
Employer contributions (assets) at beginning of year2012-12-31$268,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,504,725
Contract administrator fees2012-12-31$60,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$367,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$669,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,037
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2012-12-31362152389
2011 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,447,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,143,833
Total income from all sources (including contributions)2011-12-31$3,665,907
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,969,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,737,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,394,163
Value of total assets at end of year2011-12-31$5,053,460
Value of total assets at beginning of year2011-12-31$5,052,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$231,608
Total interest from all sources2011-12-31$1,106
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$100,332
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$447,646
Participant contributions at end of year2011-12-31$11,089
Participant contributions at beginning of year2011-12-31$7,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$14,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$319,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$237,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,697,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,646,000
Other income not declared elsewhere2011-12-31$70,513
Administrative expenses (other) incurred2011-12-31$62,806
Liabilities. Value of operating payables at end of year2011-12-31$81,139
Liabilities. Value of operating payables at beginning of year2011-12-31$75,833
Total non interest bearing cash at end of year2011-12-31$41,155
Total non interest bearing cash at beginning of year2011-12-31$15,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-303,184
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,605,567
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,908,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,834,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,459,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$578,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,072,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,072,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$242,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$200,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,946,517
Employer contributions (assets) at end of year2011-12-31$268,332
Employer contributions (assets) at beginning of year2011-12-31$259,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,479,898
Contract administrator fees2011-12-31$62,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$669,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$422,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2011-12-31362152389
2010 : PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,143,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,443,325
Total income from all sources (including contributions)2010-12-31$3,720,103
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,989,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,750,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,159,567
Value of total assets at end of year2010-12-31$5,052,584
Value of total assets at beginning of year2010-12-31$4,621,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$238,920
Total interest from all sources2010-12-31$9,137
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$110,180
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$479,351
Participant contributions at end of year2010-12-31$7,198
Participant contributions at beginning of year2010-12-31$3,506
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$15,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$237,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$131,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,646,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,706,000
Other income not declared elsewhere2010-12-31$247,772
Administrative expenses (other) incurred2010-12-31$57,673
Liabilities. Value of operating payables at end of year2010-12-31$75,833
Liabilities. Value of operating payables at beginning of year2010-12-31$70,325
Total non interest bearing cash at end of year2010-12-31$15,946
Total non interest bearing cash at beginning of year2010-12-31$13,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$730,790
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,908,751
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,177,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,459,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,560,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,072,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$695,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$695,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$227,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$303,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,680,216
Employer contributions (assets) at end of year2010-12-31$259,511
Employer contributions (assets) at beginning of year2010-12-31$217,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,507,630
Contract administrator fees2010-12-31$65,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$422,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$667,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BANSLEY AND KIENER, L.L.P
Accountancy firm EIN2010-12-31362152389

Form 5500 Responses for PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND

2023: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number328525
Policy instance 8
Insurance contract or identification number328525
Number of Individuals Covered20
Insurance policy start date2023-03-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $35,651
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 number306910
Policy instance 1
Insurance contract or identification number306910
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $63,940
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 number321034
Policy instance 2
Insurance contract or identification number321034
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $8,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number40157372
Policy instance 3
Insurance contract or identification number40157372
Number of Individuals Covered319
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $506
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 134570
Policy instance 4
Insurance contract or identification numberGL 134570
Number of Individuals Covered342
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,676
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $27,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 5
Insurance contract or identification numberHCL16696
Number of Individuals Covered295
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $505,505
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 number328519
Policy instance 6
Insurance contract or identification number328519
Number of Individuals Covered90
Insurance policy start date2023-03-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $229,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number308868
Policy instance 7
Insurance contract or identification number308868
Number of Individuals Covered295
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAGGREGATE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $47,618
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 number306910
Policy instance 1
Insurance contract or identification number306910
Number of Individuals Covered101
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,150
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $250,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,150
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberSL-308868
Policy instance 2
Insurance contract or identification numberSL-308868
Number of Individuals Covered257
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAGGREGATE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $41,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 3
Insurance contract or identification numberHCL16696
Number of Individuals Covered257
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $416,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 134570
Policy instance 4
Insurance contract or identification numberGL 134570
Number of Individuals Covered306
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,571
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $25,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,571
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number321034
Policy instance 5
Insurance contract or identification number321034
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $25,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $700
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 134570
Policy instance 5
Insurance contract or identification numberGL 134570
Number of Individuals Covered314
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,573
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $25,336
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,573
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306910
Policy instance 4
Insurance contract or identification number306910
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,750
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $250,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,750
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number321034
Policy instance 3
Insurance contract or identification number321034
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberSL-308868
Policy instance 2
Insurance contract or identification numberSL-308868
Number of Individuals Covered238
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAGGREGATE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $38,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 1
Insurance contract or identification numberHCL16696
Number of Individuals Covered238
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $416,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberSL-308868
Policy instance 4
Insurance contract or identification numberSL-308868
Number of Individuals Covered250
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAGGREGATE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $40,423
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 number306910
Policy instance 3
Insurance contract or identification number306910
Number of Individuals Covered116
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,150
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $245,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,150
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 2
Insurance contract or identification numberHCL16696
Number of Individuals Covered250
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $494,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 134570
Policy instance 1
Insurance contract or identification numberGL 134570
Number of Individuals Covered318
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,527
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,527
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306910
Policy instance 1
Insurance contract or identification number306910
Number of Individuals Covered119
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,200
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $233,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,200
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 134570
Policy instance 2
Insurance contract or identification numberGL 134570
Number of Individuals Covered312
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,587
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $25,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,587
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberSL-308868
Policy instance 3
Insurance contract or identification numberSL-308868
Number of Individuals Covered242
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAGGREGATE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $45,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 4
Insurance contract or identification numberHCL16696
Number of Individuals Covered242
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $439,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberSL-308868
Policy instance 1
Insurance contract or identification numberSL-308868
Number of Individuals Covered246
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAGGREGATE COVERAGE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 2
Insurance contract or identification numberHCL16696
Number of Individuals Covered246
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $434,893
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 number306910
Policy instance 3
Insurance contract or identification number306910
Number of Individuals Covered116
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $200
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $207,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL134570
Policy instance 4
Insurance contract or identification numberGL134570
Number of Individuals Covered309
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,722
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,722
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL134570
Policy instance 4
Insurance contract or identification numberGL134570
Number of Individuals Covered319
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,691
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,691
Insurance broker organization code?3
Insurance broker nameALLIED BENEFIT SYSTEMS INC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL16696
Policy instance 3
Insurance contract or identification numberHCL16696
Number of Individuals Covered235
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $363,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberSL-308868
Policy instance 2
Insurance contract or identification numberSL-308868
Number of Individuals Covered235
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAGGREGATE COVERAGE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $46,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberAE466904
Policy instance 1
Insurance contract or identification numberAE466904
Number of Individuals Covered112
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,330
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $258,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,330
Insurance broker organization code?3
Insurance broker nameLABOR FIRST LLC

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