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UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 401k Plan overview

Plan NameUNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND
Plan identification number 501

UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Apprenticeship and training

401k Sponsoring company profile

UNITE HERE LOCAL 25 & HOTEL ASSOCIATION OF WASHINGTON DC HEALTH & WELF has sponsored the creation of one or more 401k plans.

Company Name:UNITE HERE LOCAL 25 & HOTEL ASSOCIATION OF WASHINGTON DC HEALTH & WELF
Employer identification number (EIN):362941623
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01PAUL SCHWALB2024-10-10 SOLOMON KEENE JR2024-10-15
5012022-01-01JOHN BOARDMAN2023-09-27 SOLOMON KEENE JR2023-09-26
5012021-01-01JOHN BOARDMAN2022-10-12 SOLOMON KEENE JR2022-10-12
5012020-01-01JOHN BOARDMAN2021-09-29 SOLOMON KEENE JR2021-09-30
5012019-01-01JOHN BOARDMAN2020-07-20 SOLOMON KEENE JR2020-07-21
5012018-01-01JOHN BOARDMAN2019-10-08 SOLOMON KEENE JR2019-10-09
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01JOHN BOARDMAN SOLOMON KEENE JR2014-10-14
5012012-01-01JOHN BOARDMAN SOLOMON KEENE JR2013-10-15
5012011-01-01JOHN BOARDMAN SOLOMON KEENE JR2012-10-15
5012010-01-01JOHN BOARDMAN SOLOMON KEENE JR2011-10-17
5012009-01-01JOHN BOARDMAN
5012009-01-01JOHN BOARDMAN EMILY DURSO2010-10-08

Plan Statistics for UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND

401k plan membership statisitcs for UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND

Measure Date Value
2023: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-015,197
Total number of active participants reported on line 7a of the Form 55002023-01-015,632
Total of all active and inactive participants2023-01-015,632
Number of employers contributing to the scheme2023-01-0143
2022: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-013,862
Total number of active participants reported on line 7a of the Form 55002022-01-015,197
Total of all active and inactive participants2022-01-015,197
Number of employers contributing to the scheme2022-01-0145
2021: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,504
Total number of active participants reported on line 7a of the Form 55002021-01-013,862
Total of all active and inactive participants2021-01-013,862
Number of employers contributing to the scheme2021-01-0145
2020: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-016,773
Total number of active participants reported on line 7a of the Form 55002020-01-011,501
Number of retired or separated participants receiving benefits2020-01-013
Total of all active and inactive participants2020-01-011,504
Number of employers contributing to the scheme2020-01-0144
2019: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-017,655
Total number of active participants reported on line 7a of the Form 55002019-01-016,764
Number of retired or separated participants receiving benefits2019-01-019
Total of all active and inactive participants2019-01-016,773
Number of employers contributing to the scheme2019-01-0143
2018: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-017,171
Total number of active participants reported on line 7a of the Form 55002018-01-017,648
Number of retired or separated participants receiving benefits2018-01-017
Total of all active and inactive participants2018-01-017,655
Number of employers contributing to the scheme2018-01-0144
2017: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-017,155
Total number of active participants reported on line 7a of the Form 55002017-01-017,171
Total of all active and inactive participants2017-01-017,171
Number of employers contributing to the scheme2017-01-0142
2016: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-017,074
Total number of active participants reported on line 7a of the Form 55002016-01-017,155
Total of all active and inactive participants2016-01-017,155
Number of employers contributing to the scheme2016-01-0142
2015: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,262
Total number of active participants reported on line 7a of the Form 55002015-01-017,074
Total of all active and inactive participants2015-01-017,074
Number of employers contributing to the scheme2015-01-0141
2014: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-015,917
Total number of active participants reported on line 7a of the Form 55002014-01-016,262
Total of all active and inactive participants2014-01-016,262
Number of employers contributing to the scheme2014-01-0145
2013: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-015,875
Total number of active participants reported on line 7a of the Form 55002013-01-015,917
Total of all active and inactive participants2013-01-015,917
Number of employers contributing to the scheme2013-01-0144
2012: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,949
Total number of active participants reported on line 7a of the Form 55002012-01-015,875
Total of all active and inactive participants2012-01-015,875
Number of employers contributing to the scheme2012-01-0142
2011: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-016,110
Total number of active participants reported on line 7a of the Form 55002011-01-015,949
Total of all active and inactive participants2011-01-015,949
Number of employers contributing to the scheme2011-01-0143
2010: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-015,014
Total number of active participants reported on line 7a of the Form 55002010-01-016,102
Number of retired or separated participants receiving benefits2010-01-018
Total of all active and inactive participants2010-01-016,110
Number of employers contributing to the scheme2010-01-0144
2009: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-015,213
Total number of active participants reported on line 7a of the Form 55002009-01-014,978
Number of retired or separated participants receiving benefits2009-01-0136
Total of all active and inactive participants2009-01-015,014
Number of employers contributing to the scheme2009-01-0146

Financial Data on UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND

Measure Date Value
2023 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. 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$1,077,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$967,050
Total income from all sources (including contributions)2023-12-31$6,359,052
Total of all expenses incurred2023-12-31$5,587,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,321,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,305,574
Value of total assets at end of year2023-12-31$2,654,861
Value of total assets at beginning of year2023-12-31$1,772,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$265,506
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$33,768
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$33,768
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$3,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$58,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$92,722
Administrative expenses (other) incurred2023-12-31$30,865
Liabilities. Value of operating payables at end of year2023-12-31$16,308
Liabilities. Value of operating payables at beginning of year2023-12-31$12,777
Total non interest bearing cash at end of year2023-12-31$1,141,481
Total non interest bearing cash at beginning of year2023-12-31$322,873
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$771,948
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,577,238
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$805,290
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$829,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$776,065
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,321,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$19,710
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$6,302,206
Employer contributions (assets) at end of year2023-12-31$625,105
Employer contributions (assets) at beginning of year2023-12-31$580,680
Contract administrator fees2023-12-31$190,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,061,315
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$954,273
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-12-31611436956
2022 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. 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$967,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$378,031
Total income from all sources (including contributions)2022-12-31$4,141,715
Total of all expenses incurred2022-12-31$4,957,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,702,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,287,720
Value of total assets at end of year2022-12-31$1,772,340
Value of total assets at beginning of year2022-12-31$1,998,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$254,407
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$30,866
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$30,866
Administrative expenses professional fees incurred2022-12-31$35,346
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$92,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$74,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$432
Administrative expenses (other) incurred2022-12-31$33,661
Liabilities. Value of operating payables at end of year2022-12-31$12,777
Liabilities. Value of operating payables at beginning of year2022-12-31$3,263
Total non interest bearing cash at end of year2022-12-31$322,873
Total non interest bearing cash at beginning of year2022-12-31$412,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-815,345
Value of net assets at end of year (total assets less liabilities)2022-12-31$805,290
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,620,635
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$776,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,222,070
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,702,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-176,871
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$4,271,825
Employer contributions (assets) at end of year2022-12-31$580,680
Employer contributions (assets) at beginning of year2022-12-31$288,911
Contract administrator fees2022-12-31$185,400
Liabilities. Value of benefit claims payable at end of year2022-12-31$954,273
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$374,336
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. 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$378,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$192,558
Total income from all sources (including contributions)2021-12-31$1,951,447
Total of all expenses incurred2021-12-31$2,270,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,015,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,850,884
Value of total assets at end of year2021-12-31$1,998,666
Value of total assets at beginning of year2021-12-31$2,132,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$255,354
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$29,969
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$29,969
Administrative expenses professional fees incurred2021-12-31$57,642
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$48,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$74,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$64,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,890
Other income not declared elsewhere2021-12-31$109,836
Administrative expenses (other) incurred2021-12-31$17,712
Liabilities. Value of operating payables at end of year2021-12-31$3,263
Liabilities. Value of operating payables at beginning of year2021-12-31$69,076
Total non interest bearing cash at end of year2021-12-31$412,775
Total non interest bearing cash at beginning of year2021-12-31$742,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-319,343
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,620,635
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,939,978
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,222,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,231,344
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,015,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-39,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$1,802,194
Employer contributions (assets) at end of year2021-12-31$288,911
Employer contributions (assets) at beginning of year2021-12-31$94,247
Contract administrator fees2021-12-31$180,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$374,336
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$120,592
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. 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$192,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$473,160
Total income from all sources (including contributions)2020-12-31$1,849,982
Total of all expenses incurred2020-12-31$1,926,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,682,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,747,117
Value of total assets at end of year2020-12-31$2,132,536
Value of total assets at beginning of year2020-12-31$2,489,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$243,365
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$20,419
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$20,419
Administrative expenses professional fees incurred2020-12-31$48,087
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$120,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$64,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,853
Administrative expenses (other) incurred2020-12-31$21,113
Liabilities. Value of operating payables at end of year2020-12-31$69,076
Liabilities. Value of operating payables at beginning of year2020-12-31$17,614
Total non interest bearing cash at end of year2020-12-31$742,049
Total non interest bearing cash at beginning of year2020-12-31$879,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-76,172
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,939,978
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,016,150
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,231,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,128,478
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,682,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$82,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$1,626,739
Employer contributions (assets) at end of year2020-12-31$94,247
Employer contributions (assets) at beginning of year2020-12-31$471,515
Contract administrator fees2020-12-31$174,165
Liabilities. Value of benefit claims payable at end of year2020-12-31$120,592
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$453,693
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. 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$473,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$932,248
Total income from all sources (including contributions)2019-12-31$5,694,651
Total of all expenses incurred2019-12-31$5,347,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,009,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,601,909
Value of total assets at end of year2019-12-31$2,489,310
Value of total assets at beginning of year2019-12-31$2,601,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$338,528
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,553
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$34,553
Administrative expenses professional fees incurred2019-12-31$44,559
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$123,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,246
Administrative expenses (other) incurred2019-12-31$37,568
Liabilities. Value of operating payables at end of year2019-12-31$17,614
Liabilities. Value of operating payables at beginning of year2019-12-31$48,289
Total non interest bearing cash at end of year2019-12-31$879,606
Total non interest bearing cash at beginning of year2019-12-31$1,079,862
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$347,015
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,016,150
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,669,135
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,128,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,035,737
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,009,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$58,189
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$5,478,718
Employer contributions (assets) at end of year2019-12-31$471,515
Employer contributions (assets) at beginning of year2019-12-31$475,540
Contract administrator fees2019-12-31$256,401
Liabilities. Value of benefit claims payable at end of year2019-12-31$453,693
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$870,713
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
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 name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$932,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$451,796
Total income from all sources (including contributions)2018-12-31$5,542,387
Total of all expenses incurred2018-12-31$5,311,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,917,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,544,932
Value of total assets at end of year2018-12-31$2,601,383
Value of total assets at beginning of year2018-12-31$1,890,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$394,778
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,939
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$30,939
Administrative expenses professional fees incurred2018-12-31$84,254
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$94,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,036
Administrative expenses (other) incurred2018-12-31$46,334
Liabilities. Value of operating payables at end of year2018-12-31$48,289
Liabilities. Value of operating payables at beginning of year2018-12-31$19,185
Total non interest bearing cash at end of year2018-12-31$1,079,862
Total non interest bearing cash at beginning of year2018-12-31$330,152
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$230,572
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,669,135
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,438,563
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,035,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,038,283
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,917,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-33,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,450,068
Employer contributions (assets) at end of year2018-12-31$475,540
Employer contributions (assets) at beginning of year2018-12-31$511,394
Contract administrator fees2018-12-31$264,190
Liabilities. Value of benefit claims payable at end of year2018-12-31$870,713
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$430,575
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 name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$451,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$801,338
Total income from all sources (including contributions)2017-12-31$5,506,562
Total of all expenses incurred2017-12-31$5,178,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,847,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,460,158
Value of total assets at end of year2017-12-31$1,890,359
Value of total assets at beginning of year2017-12-31$1,912,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$330,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$31,998
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$31,998
Administrative expenses professional fees incurred2017-12-31$54,373
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$69,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,975
Administrative expenses (other) incurred2017-12-31$26,221
Liabilities. Value of operating payables at end of year2017-12-31$19,185
Liabilities. Value of operating payables at beginning of year2017-12-31$24,139
Total non interest bearing cash at end of year2017-12-31$330,152
Total non interest bearing cash at beginning of year2017-12-31$471,831
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$327,776
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,438,563
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,110,787
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,038,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$991,879
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,847,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,406
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$5,390,244
Employer contributions (assets) at end of year2017-12-31$511,394
Employer contributions (assets) at beginning of year2017-12-31$438,581
Contract administrator fees2017-12-31$250,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$430,575
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$774,224
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 name2017-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2017-12-31611436956
2016 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$801,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$938,560
Total income from all sources (including contributions)2016-12-31$5,469,050
Total of all expenses incurred2016-12-31$5,363,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,026,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,427,923
Value of total assets at end of year2016-12-31$1,912,125
Value of total assets at beginning of year2016-12-31$1,943,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$337,513
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$29,468
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$29,468
Administrative expenses professional fees incurred2016-12-31$74,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$72,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$151,012
Administrative expenses (other) incurred2016-12-31$22,006
Liabilities. Value of operating payables at end of year2016-12-31$24,139
Liabilities. Value of operating payables at beginning of year2016-12-31$12,959
Total non interest bearing cash at end of year2016-12-31$471,831
Total non interest bearing cash at beginning of year2016-12-31$203,333
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$105,494
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,110,787
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,005,293
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$991,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,350,753
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$5,026,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,354,979
Employer contributions (assets) at end of year2016-12-31$438,581
Employer contributions (assets) at beginning of year2016-12-31$380,164
Contract administrator fees2016-12-31$241,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$774,224
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$774,589
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 name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$938,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,105,419
Total income from all sources (including contributions)2015-12-31$5,150,261
Total of all expenses incurred2015-12-31$5,320,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,027,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,151,777
Value of total assets at end of year2015-12-31$1,943,853
Value of total assets at beginning of year2015-12-31$2,280,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$292,820
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$48,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$48,286
Administrative expenses professional fees incurred2015-12-31$30,119
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$70,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$151,012
Administrative expenses (other) incurred2015-12-31$27,044
Liabilities. Value of operating payables at end of year2015-12-31$12,959
Liabilities. Value of operating payables at beginning of year2015-12-31$16,379
Total non interest bearing cash at end of year2015-12-31$203,333
Total non interest bearing cash at beginning of year2015-12-31$272,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-170,014
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,005,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,175,307
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,350,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,602,271
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$5,027,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,081,001
Employer contributions (assets) at end of year2015-12-31$380,164
Employer contributions (assets) at beginning of year2015-12-31$396,529
Contract administrator fees2015-12-31$235,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$774,589
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,089,040
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 name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,105,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$652,209
Total income from all sources (including contributions)2014-12-31$4,976,145
Total of all expenses incurred2014-12-31$5,014,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,714,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,896,486
Value of total assets at end of year2014-12-31$2,280,726
Value of total assets at beginning of year2014-12-31$1,866,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$299,990
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$56,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$56,550
Administrative expenses professional fees incurred2014-12-31$55,204
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$73,434
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$291,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,928
Administrative expenses (other) incurred2014-12-31$23,397
Liabilities. Value of operating payables at end of year2014-12-31$16,379
Liabilities. Value of operating payables at beginning of year2014-12-31$8,069
Total non interest bearing cash at end of year2014-12-31$272,532
Total non interest bearing cash at beginning of year2014-12-31$37,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-38,675
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,175,307
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,213,982
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,602,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,522,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$217
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,741,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,823,052
Employer contributions (assets) at end of year2014-12-31$396,529
Employer contributions (assets) at beginning of year2014-12-31$294,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$682,121
Contract administrator fees2014-12-31$221,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,089,040
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$644,140
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 name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$652,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$671,105
Total income from all sources (including contributions)2013-12-31$4,667,208
Total of all expenses incurred2013-12-31$4,798,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,512,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,669,042
Value of total assets at end of year2013-12-31$1,866,191
Value of total assets at beginning of year2013-12-31$2,016,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$286,363
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$45,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$45,032
Administrative expenses professional fees incurred2013-12-31$53,140
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$81,216
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$269,917
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,280
Administrative expenses (other) incurred2013-12-31$18,617
Liabilities. Value of operating payables at end of year2013-12-31$8,069
Liabilities. Value of operating payables at beginning of year2013-12-31$12,999
Total non interest bearing cash at end of year2013-12-31$37,031
Total non interest bearing cash at beginning of year2013-12-31$126,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-131,238
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,213,982
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,345,220
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,522,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,524,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$336
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,629,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-46,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,587,826
Employer contributions (assets) at end of year2013-12-31$294,403
Employer contributions (assets) at beginning of year2013-12-31$358,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$612,530
Contract administrator fees2013-12-31$214,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$644,140
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$658,106
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 name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$671,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$628,377
Total income from all sources (including contributions)2012-12-31$4,408,880
Total of all expenses incurred2012-12-31$4,468,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,169,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,290,171
Value of total assets at end of year2012-12-31$2,016,325
Value of total assets at beginning of year2012-12-31$2,033,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$298,542
Total interest from all sources2012-12-31$112
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$68,245
Administrative expenses professional fees incurred2012-12-31$63,597
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$99,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$236,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,684
Administrative expenses (other) incurred2012-12-31$29,465
Liabilities. Value of operating payables at end of year2012-12-31$12,999
Liabilities. Value of operating payables at beginning of year2012-12-31$3,453
Total non interest bearing cash at end of year2012-12-31$126,017
Total non interest bearing cash at beginning of year2012-12-31$187,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-59,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,345,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,404,631
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,524,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,405,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$56,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$56,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$112
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,353,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$50,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,190,677
Employer contributions (assets) at end of year2012-12-31$358,245
Employer contributions (assets) at beginning of year2012-12-31$355,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$579,502
Contract administrator fees2012-12-31$205,480
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$658,106
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$624,924
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 name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$628,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$721,297
Total income from all sources (including contributions)2011-12-31$4,348,821
Total of all expenses incurred2011-12-31$4,359,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,055,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,290,711
Value of total assets at end of year2011-12-31$2,033,008
Value of total assets at beginning of year2011-12-31$2,136,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$303,515
Total interest from all sources2011-12-31$163
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$49,676
Administrative expenses professional fees incurred2011-12-31$81,372
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$110,473
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$257,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,025
Administrative expenses (other) incurred2011-12-31$19,428
Liabilities. Value of operating payables at end of year2011-12-31$3,453
Liabilities. Value of operating payables at beginning of year2011-12-31$153,942
Total non interest bearing cash at end of year2011-12-31$187,678
Total non interest bearing cash at beginning of year2011-12-31$410,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,635
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,404,631
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,415,266
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,405,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,347,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$56,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$56,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$56,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$163
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,210,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$8,271
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$4,180,238
Employer contributions (assets) at end of year2011-12-31$355,562
Employer contributions (assets) at beginning of year2011-12-31$312,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$588,250
Contract administrator fees2011-12-31$202,715
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$624,924
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$567,355
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 name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$721,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$593,646
Total income from all sources (including contributions)2010-12-31$3,954,797
Total of all expenses incurred2010-12-31$3,731,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,399,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,861,026
Value of total assets at end of year2010-12-31$2,136,563
Value of total assets at beginning of year2010-12-31$1,785,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$331,983
Total interest from all sources2010-12-31$275
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$78,314
Administrative expenses professional fees incurred2010-12-31$106,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$118,390
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$270,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,727
Administrative expenses (other) incurred2010-12-31$25,950
Liabilities. Value of operating payables at end of year2010-12-31$153,942
Liabilities. Value of operating payables at beginning of year2010-12-31$122,358
Total non interest bearing cash at end of year2010-12-31$410,347
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$223,691
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,415,266
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,191,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,347,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,254,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$56,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$262,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$262,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$275
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,570,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,742,636
Employer contributions (assets) at end of year2010-12-31$312,217
Employer contributions (assets) at beginning of year2010-12-31$259,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$558,554
Contract administrator fees2010-12-31$199,080
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$567,355
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$471,288
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956

Form 5500 Responses for UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND

2023: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
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: UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, D.C. HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
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

DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 2
Insurance contract or identification number18455
Number of Individuals Covered5617
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $186,027
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,650,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 1
Insurance contract or identification number12030-6
Number of Individuals Covered9864
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 3
Insurance contract or identification number18455
Number of Individuals Covered5181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $162,621
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,065,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $162,621
Insurance broker organization code?4
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 2
Insurance contract or identification number12030-6
Number of Individuals Covered9262
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number1991-265
Policy instance 1
Insurance contract or identification number1991-265
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number1991-265
Policy instance 1
Insurance contract or identification number1991-265
Number of Individuals Covered21
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 2
Insurance contract or identification number12030-6
Number of Individuals Covered6427
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 3
Insurance contract or identification number18455
Number of Individuals Covered7197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $68,354
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,751,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,354
Insurance broker organization code?4
DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 3
Insurance contract or identification number18455
Number of Individuals Covered2482
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,241,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 2
Insurance contract or identification number12030-6
Number of Individuals Covered2234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number1991-265
Policy instance 1
Insurance contract or identification number1991-265
Number of Individuals Covered22
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number1991-265
Policy instance 1
Insurance contract or identification number1991-265
Number of Individuals Covered40
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $285,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 2
Insurance contract or identification number12030-6
Number of Individuals Covered13087
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 3
Insurance contract or identification number18455
Number of Individuals Covered13012
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $156,622
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,915,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $156,622
Insurance broker organization code?4
DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 3
Insurance contract or identification number18455
Number of Individuals Covered7633
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $153,464
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,836,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $153,464
Insurance broker organization code?4
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number1991-265
Policy instance 1
Insurance contract or identification number1991-265
Number of Individuals Covered50
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $265,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 2
Insurance contract or identification number12030-6
Number of Individuals Covered13625
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 )
Policy contract number01GDS16
Policy instance 4
Insurance contract or identification number01GDS16
Number of Individuals Covered13738
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,582,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DENTEGRA INS CO (National Association of Insurance Commissioners NAIC id number: 73474 )
Policy contract number18455
Policy instance 3
Insurance contract or identification number18455
Number of Individuals Covered7159
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $128,563
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,856,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114,265
Insurance broker organization code?0
Insurance broker nameGROUP VISION SERVICES MGMT INC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-6
Policy instance 2
Insurance contract or identification number12030-6
Number of Individuals Covered13164
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number1991-265
Policy instance 1
Insurance contract or identification number1991-265
Number of Individuals Covered48
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $276,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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