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SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 270 WELFARE PLAN
Plan identification number 501

SHEET METAL WORKERS LOCAL 270 WELFARE PLAN Benefits

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

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL 270 WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL 270 WELFARE PLAN
Employer identification number (EIN):736098088
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 270 WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-02-01
5012021-02-01
5012020-02-01
5012020-02-01
5012019-02-01
5012019-02-01
5012018-02-01JOSHUA CRAIG2019-11-11
5012017-02-01
5012016-02-01
5012015-02-01THAD KENT
5012014-02-01THAD KENT
5012013-02-01
5012012-02-01DAVID JOHNSON
5012011-02-01MIKE TIDWELL
5012009-02-01DAVID JOHNSON MIKE TIDWELL2010-10-04
5012009-02-01DAVID JOHNSON
5012009-02-01DAVID JOHNSON MIKE TIDWELL2010-11-16

Plan Statistics for SHEET METAL WORKERS LOCAL 270 WELFARE PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 270 WELFARE PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01581
Total number of active participants reported on line 7a of the Form 55002022-02-01525
Number of retired or separated participants receiving benefits2022-02-0132
Total of all active and inactive participants2022-02-01557
Number of employers contributing to the scheme2022-02-0114
2021: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01682
Total number of active participants reported on line 7a of the Form 55002021-02-01596
Number of retired or separated participants receiving benefits2021-02-0128
Total of all active and inactive participants2021-02-01624
Number of employers contributing to the scheme2021-02-0114
2020: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01674
Total number of active participants reported on line 7a of the Form 55002020-02-01598
Number of retired or separated participants receiving benefits2020-02-0138
Total of all active and inactive participants2020-02-01636
Number of employers contributing to the scheme2020-02-0118
2019: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01222
Total number of active participants reported on line 7a of the Form 55002019-02-01239
Number of retired or separated participants receiving benefits2019-02-0124
Total of all active and inactive participants2019-02-01263
Number of employers contributing to the scheme2019-02-0112
2018: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01157
Total number of active participants reported on line 7a of the Form 55002018-02-01191
Number of retired or separated participants receiving benefits2018-02-0125
Total of all active and inactive participants2018-02-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Number of participants with account balances2018-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
Number of employers contributing to the scheme2018-02-0114
2017: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01155
Total number of active participants reported on line 7a of the Form 55002017-02-01132
Number of retired or separated participants receiving benefits2017-02-0125
Total of all active and inactive participants2017-02-01157
Number of employers contributing to the scheme2017-02-0112
2016: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01205
Total number of active participants reported on line 7a of the Form 55002016-02-01129
Number of retired or separated participants receiving benefits2016-02-0126
Total of all active and inactive participants2016-02-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Number of employers contributing to the scheme2016-02-0117
2015: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01181
Total number of active participants reported on line 7a of the Form 55002015-02-01184
Number of retired or separated participants receiving benefits2015-02-0121
Total of all active and inactive participants2015-02-01205
Number of participants with account balances2015-02-01205
Number of employers contributing to the scheme2015-02-0118
2014: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01154
Total number of active participants reported on line 7a of the Form 55002014-02-01159
Number of retired or separated participants receiving benefits2014-02-0122
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Number of participants with account balances2014-02-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
Number of employers contributing to the scheme2014-02-0114
2013: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01146
Total number of active participants reported on line 7a of the Form 55002013-02-01154
Total of all active and inactive participants2013-02-01154
Number of employers contributing to the scheme2013-02-0114
2012: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01133
Total number of active participants reported on line 7a of the Form 55002012-02-01146
Total of all active and inactive participants2012-02-01146
Number of employers contributing to the scheme2012-02-0120
2011: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01132
Total number of active participants reported on line 7a of the Form 55002011-02-01133
Total of all active and inactive participants2011-02-01133
Number of employers contributing to the scheme2011-02-0112
2009: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01215
Total number of active participants reported on line 7a of the Form 55002009-02-01167
Number of retired or separated participants receiving benefits2009-02-019
Total of all active and inactive participants2009-02-01176
Number of employers contributing to the scheme2009-02-0110

Financial Data on SHEET METAL WORKERS LOCAL 270 WELFARE PLAN

Measure Date Value
2023 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$-128,744
Total unrealized appreciation/depreciation of assets2023-01-31$-128,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$2,170,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$2,023,685
Total income from all sources (including contributions)2023-01-31$3,046,843
Total loss/gain on sale of assets2023-01-31$38,058
Total of all expenses incurred2023-01-31$3,288,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$2,855,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$3,095,156
Value of total assets at end of year2023-01-31$4,000,162
Value of total assets at beginning of year2023-01-31$4,094,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$432,760
Total interest from all sources2023-01-31$40,673
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$31,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$13,109
Administrative expenses professional fees incurred2023-01-31$92,931
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$107,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$123,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$76,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$1,966,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$1,837,918
Administrative expenses (other) incurred2023-01-31$91,335
Liabilities. Value of operating payables at end of year2023-01-31$57,249
Liabilities. Value of operating payables at beginning of year2023-01-31$70,165
Total non interest bearing cash at end of year2023-01-31$122,170
Total non interest bearing cash at beginning of year2023-01-31$691,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-241,412
Value of net assets at end of year (total assets less liabilities)2023-01-31$1,829,640
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$2,071,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$18,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$482,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$504,603
Income. Interest from US Government securities2023-01-31$5,010
Income. Interest from corporate debt instruments2023-01-31$28,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$903,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$469,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$469,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$7,239
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$652,673
Asset value of US Government securities at end of year2023-01-31$512,053
Asset value of US Government securities at beginning of year2023-01-31$542,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-29,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$2,987,313
Employer contributions (assets) at end of year2023-01-31$306,907
Employer contributions (assets) at beginning of year2023-01-31$215,750
Income. Dividends from common stock2023-01-31$18,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$2,202,822
Asset. Corporate debt instrument debt (other) at end of year2023-01-31$792,328
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-31$779,088
Contract administrator fees2023-01-31$229,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-01-31$756,241
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-31$809,934
Liabilities. Value of benefit claims payable at end of year2023-01-31$146,858
Liabilities. Value of benefit claims payable at beginning of year2023-01-31$115,602
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-31$797
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-31$5,789
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Aggregate proceeds on sale of assets2023-01-31$485,025
Aggregate carrying amount (costs) on sale of assets2023-01-31$446,967
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31ROYLE VAZQUEZ LLP
Accountancy firm EIN2023-01-31921092242
2022 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-31$59,564
Total unrealized appreciation/depreciation of assets2022-01-31$59,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$2,023,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$2,002,564
Total income from all sources (including contributions)2022-01-31$3,101,655
Total loss/gain on sale of assets2022-01-31$43,760
Total of all expenses incurred2022-01-31$2,550,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$1,997,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$2,953,949
Value of total assets at end of year2022-01-31$4,094,737
Value of total assets at beginning of year2022-01-31$3,522,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$552,790
Total interest from all sources2022-01-31$22,768
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$25,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$7,709
Administrative expenses professional fees incurred2022-01-31$95,670
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$61,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$76,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$75,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$1,837,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$1,830,892
Administrative expenses (other) incurred2022-01-31$33,488
Liabilities. Value of operating payables at end of year2022-01-31$70,165
Liabilities. Value of operating payables at beginning of year2022-01-31$60,734
Total non interest bearing cash at end of year2022-01-31$691,220
Total non interest bearing cash at beginning of year2022-01-31$210,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$551,508
Value of net assets at end of year (total assets less liabilities)2022-01-31$2,071,052
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$1,519,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$19,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$504,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$478,181
Income. Interest from US Government securities2022-01-31$985
Income. Interest from corporate debt instruments2022-01-31$19,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$469,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$1,029,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$1,029,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$2,773
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-31$447,323
Asset value of US Government securities at end of year2022-01-31$542,108
Asset value of US Government securities at beginning of year2022-01-31$559,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$-3,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$2,892,342
Employer contributions (assets) at end of year2022-01-31$215,750
Employer contributions (assets) at beginning of year2022-01-31$246,861
Income. Dividends from common stock2022-01-31$17,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$1,550,034
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-31$188,945
Asset. Corporate debt instrument debt (other) at end of year2022-01-31$779,088
Contract administrator fees2022-01-31$403,972
Assets. Corporate common stocks other than exployer securities at end of year2022-01-31$809,934
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-31$726,416
Liabilities. Value of benefit claims payable at end of year2022-01-31$115,602
Liabilities. Value of benefit claims payable at beginning of year2022-01-31$110,938
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-31$5,789
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-31$6,746
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Aggregate proceeds on sale of assets2022-01-31$326,183
Aggregate carrying amount (costs) on sale of assets2022-01-31$282,423
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2022-01-31510435869
2021 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-01-31$18,178
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$17,671
Total unrealized appreciation/depreciation of assets2021-01-31$18,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$2,002,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$2,170,143
Total income from all sources (including contributions)2021-01-31$3,057,304
Total loss/gain on sale of assets2021-01-31$77,521
Total of all expenses incurred2021-01-31$2,877,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$2,318,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$2,897,129
Value of total assets at end of year2021-01-31$3,522,108
Value of total assets at beginning of year2021-01-31$3,509,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$558,764
Total interest from all sources2021-01-31$20,911
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$37,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$11,973
Administrative expenses professional fees incurred2021-01-31$90,275
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$250,000
If this is an individual account plan, was there a blackout period2021-01-31No
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$99,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$75,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$27,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$1,830,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$1,660,324
Other income not declared elsewhere2021-01-31$507
Administrative expenses (other) incurred2021-01-31$60,255
Liabilities. Value of operating payables at end of year2021-01-31$60,734
Liabilities. Value of operating payables at beginning of year2021-01-31$20,533
Total non interest bearing cash at end of year2021-01-31$210,601
Total non interest bearing cash at beginning of year2021-01-31$226,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$179,822
Value of net assets at end of year (total assets less liabilities)2021-01-31$1,519,544
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$1,339,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$24,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$478,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$446,957
Income. Interest from corporate debt instruments2021-01-31$20,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$1,029,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$548,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$548,329
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$476,052
Asset value of US Government securities at end of year2021-01-31$559,355
Asset value of US Government securities at beginning of year2021-01-31$487,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$5,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$2,797,584
Employer contributions (assets) at end of year2021-01-31$246,861
Employer contributions (assets) at beginning of year2021-01-31$258,430
Income. Dividends from common stock2021-01-31$25,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$1,842,666
Asset. Corporate debt instrument preferred debt at end of year2021-01-31$188,945
Asset. Corporate debt instrument preferred debt at beginning of year2021-01-31$804,413
Contract administrator fees2021-01-31$383,441
Assets. Corporate common stocks other than exployer securities at end of year2021-01-31$726,416
Assets. Corporate common stocks other than exployer securities at beginning of year2021-01-31$702,047
Liabilities. Value of benefit claims payable at end of year2021-01-31$110,938
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$489,286
Assets. Value of buildings and other operty used in plan operation at end of year2021-01-31$6,746
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-01-31$7,703
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Aggregate proceeds on sale of assets2021-01-31$1,592,142
Aggregate carrying amount (costs) on sale of assets2021-01-31$1,514,621
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2021-01-31510435869
2020 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$133,558
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$133,558
Total unrealized appreciation/depreciation of assets2020-01-31$133,558
Total unrealized appreciation/depreciation of assets2020-01-31$133,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$2,170,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$404,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$404,683
Total income from all sources (including contributions)2020-01-31$3,832,011
Total income from all sources (including contributions)2020-01-31$3,832,011
Total loss/gain on sale of assets2020-01-31$25,342
Total loss/gain on sale of assets2020-01-31$25,342
Total of all expenses incurred2020-01-31$5,419,392
Total of all expenses incurred2020-01-31$5,419,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$2,631,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$2,631,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$3,612,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$3,612,079
Value of total assets at end of year2020-01-31$3,509,865
Value of total assets at end of year2020-01-31$3,509,865
Value of total assets at beginning of year2020-01-31$3,331,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$2,787,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$2,787,398
Total interest from all sources2020-01-31$24,531
Total interest from all sources2020-01-31$24,531
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$33,725
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$33,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$13,108
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$13,108
Administrative expenses professional fees incurred2020-01-31$88,348
Administrative expenses professional fees incurred2020-01-31$88,348
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$250,000
Value of fidelity bond cover2020-01-31$250,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$80,175
Contributions received from participants2020-01-31$80,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$27,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$27,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$1,660,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$1,660,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$1,815,700
Other income not declared elsewhere2020-01-31$-14
Other income not declared elsewhere2020-01-31$-14
Administrative expenses (other) incurred2020-01-31$2,204,647
Administrative expenses (other) incurred2020-01-31$2,204,647
Liabilities. Value of operating payables at end of year2020-01-31$20,533
Liabilities. Value of operating payables at end of year2020-01-31$20,533
Liabilities. Value of operating payables at beginning of year2020-01-31$404,683
Liabilities. Value of operating payables at beginning of year2020-01-31$404,683
Total non interest bearing cash at end of year2020-01-31$226,178
Total non interest bearing cash at end of year2020-01-31$226,178
Total non interest bearing cash at beginning of year2020-01-31$490,365
Total non interest bearing cash at beginning of year2020-01-31$490,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$-1,587,381
Value of net income/loss2020-01-31$-1,587,381
Value of net assets at end of year (total assets less liabilities)2020-01-31$1,339,722
Value of net assets at end of year (total assets less liabilities)2020-01-31$1,339,722
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$2,927,103
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$2,927,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$20,516
Investment advisory and management fees2020-01-31$20,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$446,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$355,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$355,897
Income. Interest from corporate debt instruments2020-01-31$24,318
Income. Interest from corporate debt instruments2020-01-31$24,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$548,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$548,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$576,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$576,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$576,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$576,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$213
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$456,358
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$456,358
Asset value of US Government securities at end of year2020-01-31$487,846
Asset value of US Government securities at end of year2020-01-31$487,846
Asset value of US Government securities at beginning of year2020-01-31$394,801
Asset value of US Government securities at beginning of year2020-01-31$394,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$2,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$2,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$3,531,904
Contributions received in cash from employer2020-01-31$3,531,904
Employer contributions (assets) at end of year2020-01-31$258,430
Employer contributions (assets) at end of year2020-01-31$258,430
Employer contributions (assets) at beginning of year2020-01-31$293,810
Employer contributions (assets) at beginning of year2020-01-31$293,810
Income. Dividends from common stock2020-01-31$20,617
Income. Dividends from common stock2020-01-31$20,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$2,175,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$2,175,636
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$804,413
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$804,413
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$630,274
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$630,274
Contract administrator fees2020-01-31$473,887
Contract administrator fees2020-01-31$473,887
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$702,047
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$702,047
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$579,602
Liabilities. Value of benefit claims payable at end of year2020-01-31$489,286
Liabilities. Value of benefit claims payable at end of year2020-01-31$489,286
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$369,738
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$7,703
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$7,703
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$10,426
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$10,426
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Aggregate proceeds on sale of assets2020-01-31$792,701
Aggregate proceeds on sale of assets2020-01-31$792,701
Aggregate carrying amount (costs) on sale of assets2020-01-31$767,359
Aggregate carrying amount (costs) on sale of assets2020-01-31$767,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31NEEDLES & ASSOCIATES, LLC
Accountancy firm name2020-01-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2020-01-31510435869
2019 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-01-31$-40,921
Total unrealized appreciation/depreciation of assets2019-01-31$-40,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$404,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$255,794
Total income from all sources (including contributions)2019-01-31$3,804,151
Total loss/gain on sale of assets2019-01-31$20,045
Total of all expenses incurred2019-01-31$3,044,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$2,661,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$3,767,435
Value of total assets at end of year2019-01-31$3,331,786
Value of total assets at beginning of year2019-01-31$2,423,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$382,587
Total interest from all sources2019-01-31$20,445
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$36,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$24,994
Administrative expenses professional fees incurred2019-01-31$68,591
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$250,000
If this is an individual account plan, was there a blackout period2019-01-31No
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$365,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-31$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-31$10,860
Other income not declared elsewhere2019-01-31$653
Administrative expenses (other) incurred2019-01-31$263,944
Liabilities. Value of operating payables at end of year2019-01-31$404,683
Liabilities. Value of operating payables at beginning of year2019-01-31$255,794
Total non interest bearing cash at end of year2019-01-31$490,365
Total non interest bearing cash at beginning of year2019-01-31$417,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$759,736
Value of net assets at end of year (total assets less liabilities)2019-01-31$2,927,103
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$2,167,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Investment advisory and management fees2019-01-31$12,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$355,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$257,485
Income. Interest from US Government securities2019-01-31$4,092
Income. Interest from corporate debt instruments2019-01-31$12,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$576,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$426,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$426,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$3,861
Expenses. Payments to insurance carriers foe the provision of benefits2019-01-31$398,512
Asset value of US Government securities at end of year2019-01-31$394,801
Asset value of US Government securities at beginning of year2019-01-31$297,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$3,402,156
Employer contributions (assets) at end of year2019-01-31$293,810
Employer contributions (assets) at beginning of year2019-01-31$171,779
Income. Dividends from common stock2019-01-31$11,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$2,263,316
Asset. Corporate debt instrument preferred debt at end of year2019-01-31$630,274
Asset. Corporate debt instrument preferred debt at beginning of year2019-01-31$420,105
Contract administrator fees2019-01-31$37,500
Assets. Corporate common stocks other than exployer securities at end of year2019-01-31$579,602
Assets. Corporate common stocks other than exployer securities at beginning of year2019-01-31$411,150
Assets. Value of buildings and other operty used in plan operation at end of year2019-01-31$10,426
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-01-31$10,506
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Aggregate proceeds on sale of assets2019-01-31$20,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31No
Opinion of an independent qualified public accountant for this plan2019-01-31Unqualified
Accountancy firm name2019-01-31BRYAN, LITTLE, HALEY & KENT PC
Accountancy firm EIN2019-01-31730941849
2018 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$75,516
Total unrealized appreciation/depreciation of assets2018-01-31$75,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$255,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$339,426
Total income from all sources (including contributions)2018-01-31$2,301,180
Total loss/gain on sale of assets2018-01-31$10,535
Total of all expenses incurred2018-01-31$2,284,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$1,937,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$2,158,886
Value of total assets at end of year2018-01-31$2,423,161
Value of total assets at beginning of year2018-01-31$2,490,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$346,765
Total interest from all sources2018-01-31$21,874
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$34,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$19,402
Administrative expenses professional fees incurred2018-01-31$70,691
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$250,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$218,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$10,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$208
Other income not declared elsewhere2018-01-31$104
Administrative expenses (other) incurred2018-01-31$217,792
Liabilities. Value of operating payables at end of year2018-01-31$255,794
Liabilities. Value of operating payables at beginning of year2018-01-31$339,426
Total non interest bearing cash at end of year2018-01-31$417,012
Total non interest bearing cash at beginning of year2018-01-31$265,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$16,615
Value of net assets at end of year (total assets less liabilities)2018-01-31$2,167,367
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$2,150,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$12,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$257,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$242,262
Income. Interest from US Government securities2018-01-31$3,583
Income. Interest from corporate debt instruments2018-01-31$15,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$426,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$481,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$481,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$2,720
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$289,572
Asset value of US Government securities at end of year2018-01-31$297,610
Asset value of US Government securities at beginning of year2018-01-31$290,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$1,940,883
Employer contributions (assets) at end of year2018-01-31$171,779
Employer contributions (assets) at beginning of year2018-01-31$134,798
Income. Dividends from common stock2018-01-31$14,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$1,648,228
Asset. Corporate debt instrument preferred debt at end of year2018-01-31$420,105
Asset. Corporate debt instrument preferred debt at beginning of year2018-01-31$610,702
Contract administrator fees2018-01-31$45,725
Assets. Corporate common stocks other than exployer securities at end of year2018-01-31$411,150
Assets. Corporate common stocks other than exployer securities at beginning of year2018-01-31$458,989
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-31$10,506
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-31$5,800
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Aggregate proceeds on sale of assets2018-01-31$10,535
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31BRYAN, LITTLE, HALEY & KENT PC
Accountancy firm EIN2018-01-31730941849
2017 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$-34,754
Total unrealized appreciation/depreciation of assets2017-01-31$-34,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$339,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$197,646
Total income from all sources (including contributions)2017-01-31$2,113,620
Total loss/gain on sale of assets2017-01-31$62,987
Total of all expenses incurred2017-01-31$2,950,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$2,597,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$2,024,640
Value of total assets at end of year2017-01-31$2,490,178
Value of total assets at beginning of year2017-01-31$3,185,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$352,766
Total interest from all sources2017-01-31$11,095
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$49,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$36,524
Administrative expenses professional fees incurred2017-01-31$57,856
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$250,000
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$262,037
Assets. Other investments not covered elsewhere at beginning of year2017-01-31$6,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$208
Administrative expenses (other) incurred2017-01-31$228,153
Liabilities. Value of operating payables at end of year2017-01-31$339,426
Liabilities. Value of operating payables at beginning of year2017-01-31$197,646
Total non interest bearing cash at end of year2017-01-31$265,918
Total non interest bearing cash at beginning of year2017-01-31$25,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$-836,663
Value of net assets at end of year (total assets less liabilities)2017-01-31$2,150,752
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$2,987,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$17,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$242,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$339,848
Income. Interest from US Government securities2017-01-31$2,731
Income. Interest from corporate debt instruments2017-01-31$7,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$481,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$994,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$994,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$755
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$293,409
Asset value of US Government securities at end of year2017-01-31$290,007
Asset value of US Government securities at beginning of year2017-01-31$446,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$1,762,603
Employer contributions (assets) at end of year2017-01-31$134,798
Employer contributions (assets) at beginning of year2017-01-31$135,092
Income. Dividends from common stock2017-01-31$13,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$2,304,108
Asset. Corporate debt instrument preferred debt at end of year2017-01-31$610,702
Asset. Corporate debt instrument preferred debt at beginning of year2017-01-31$897,985
Contract administrator fees2017-01-31$49,230
Assets. Corporate common stocks other than exployer securities at end of year2017-01-31$458,989
Assets. Corporate common stocks other than exployer securities at beginning of year2017-01-31$333,139
Assets. Value of buildings and other operty used in plan operation at end of year2017-01-31$5,800
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-01-31$5,800
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Aggregate proceeds on sale of assets2017-01-31$62,987
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31BRYAN, LITTLE, HALEY & KENT PC
Accountancy firm EIN2017-01-31730941849
2016 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$-89,721
Total unrealized appreciation/depreciation of assets2016-01-31$-89,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$197,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$109,307
Total income from all sources (including contributions)2016-01-31$2,358,948
Total loss/gain on sale of assets2016-01-31$4,702
Total of all expenses incurred2016-01-31$3,097,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$2,723,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$2,359,460
Value of total assets at end of year2016-01-31$3,185,061
Value of total assets at beginning of year2016-01-31$3,835,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$374,409
Total interest from all sources2016-01-31$52,409
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$31,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$12,806
Administrative expenses professional fees incurred2016-01-31$52,237
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$250,000
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$452,262
Assets. Other investments not covered elsewhere at end of year2016-01-31$6,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$19,800
Other income not declared elsewhere2016-01-31$149
Administrative expenses (other) incurred2016-01-31$251,262
Liabilities. Value of operating payables at end of year2016-01-31$197,646
Liabilities. Value of operating payables at beginning of year2016-01-31$109,307
Total non interest bearing cash at end of year2016-01-31$25,643
Total non interest bearing cash at beginning of year2016-01-31$72,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-738,538
Value of net assets at end of year (total assets less liabilities)2016-01-31$2,987,415
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$3,725,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$26,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$339,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$434,755
Income. Interest from US Government securities2016-01-31$11,005
Income. Interest from corporate debt instruments2016-01-31$41,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$994,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$519,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$519,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$46
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$306,143
Asset value of US Government securities at end of year2016-01-31$446,504
Asset value of US Government securities at beginning of year2016-01-31$576,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$1,907,198
Employer contributions (assets) at end of year2016-01-31$135,092
Employer contributions (assets) at beginning of year2016-01-31$147,268
Income. Dividends from common stock2016-01-31$19,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$2,416,934
Asset. Corporate debt instrument preferred debt at end of year2016-01-31$897,985
Asset. Corporate debt instrument preferred debt at beginning of year2016-01-31$1,232,340
Contract administrator fees2016-01-31$44,299
Assets. Corporate common stocks other than exployer securities at end of year2016-01-31$333,139
Assets. Corporate common stocks other than exployer securities at beginning of year2016-01-31$826,463
Assets. Value of buildings and other operty used in plan operation at end of year2016-01-31$5,800
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-01-31$5,837
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Aggregate proceeds on sale of assets2016-01-31$4,702
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31BRYAN, LITTLE, HALEY & KENT PC
Accountancy firm EIN2016-01-31730941849
2015 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$-50,708
Total unrealized appreciation/depreciation of assets2015-01-31$-50,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$109,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$84,314
Total income from all sources (including contributions)2015-01-31$2,081,123
Total loss/gain on sale of assets2015-01-31$122,008
Total of all expenses incurred2015-01-31$2,128,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$1,803,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$1,917,358
Value of total assets at end of year2015-01-31$3,835,260
Value of total assets at beginning of year2015-01-31$3,857,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$325,019
Total interest from all sources2015-01-31$55,056
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$33,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$11,564
Administrative expenses professional fees incurred2015-01-31$42,101
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$250,000
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$60,482
Assets. Other investments not covered elsewhere at beginning of year2015-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-31$19,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$19,592
Other income not declared elsewhere2015-01-31$3,861
Administrative expenses (other) incurred2015-01-31$217,369
Liabilities. Value of operating payables at end of year2015-01-31$109,307
Liabilities. Value of operating payables at beginning of year2015-01-31$84,314
Total non interest bearing cash at end of year2015-01-31$72,466
Total non interest bearing cash at beginning of year2015-01-31$60,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$-47,575
Value of net assets at end of year (total assets less liabilities)2015-01-31$3,725,953
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$3,773,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$30,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$434,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$784,914
Income. Interest from US Government securities2015-01-31$17,133
Income. Interest from corporate debt instruments2015-01-31$33,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$519,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$489,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$489,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$3,927
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-31$263,731
Asset value of US Government securities at end of year2015-01-31$576,839
Asset value of US Government securities at beginning of year2015-01-31$674,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$1,856,876
Employer contributions (assets) at end of year2015-01-31$147,268
Employer contributions (assets) at beginning of year2015-01-31$114,876
Income. Dividends from common stock2015-01-31$21,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$1,539,948
Asset. Corporate debt instrument preferred debt at end of year2015-01-31$1,232,340
Asset. Corporate debt instrument preferred debt at beginning of year2015-01-31$914,144
Contract administrator fees2015-01-31$35,000
Assets. Corporate common stocks other than exployer securities at end of year2015-01-31$826,463
Assets. Corporate common stocks other than exployer securities at beginning of year2015-01-31$793,794
Assets. Value of buildings and other operty used in plan operation at end of year2015-01-31$5,837
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-01-31$6,443
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Aggregate proceeds on sale of assets2015-01-31$122,008
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31BRYAN, LITTLE, HALEY & KENT PC
Accountancy firm EIN2015-01-31730941849
2014 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$3,376
Total unrealized appreciation/depreciation of assets2014-01-31$3,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$84,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$89,435
Total income from all sources (including contributions)2014-01-31$1,812,301
Total loss/gain on sale of assets2014-01-31$75,267
Total of all expenses incurred2014-01-31$1,891,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$1,564,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$1,632,968
Value of total assets at end of year2014-01-31$3,857,842
Value of total assets at beginning of year2014-01-31$3,942,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$327,663
Total interest from all sources2014-01-31$59,162
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$41,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$24,687
Administrative expenses professional fees incurred2014-01-31$70,510
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$250,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$69,578
Assets. Other investments not covered elsewhere at end of year2014-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-01-31$344,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$19,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$19,384
Administrative expenses (other) incurred2014-01-31$199,627
Liabilities. Value of operating payables at end of year2014-01-31$84,314
Liabilities. Value of operating payables at beginning of year2014-01-31$89,435
Total non interest bearing cash at end of year2014-01-31$60,102
Total non interest bearing cash at beginning of year2014-01-31$162,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-79,563
Value of net assets at end of year (total assets less liabilities)2014-01-31$3,773,528
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$3,853,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$23,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$784,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$764,663
Interest earned on other investments2014-01-31$2
Income. Interest from US Government securities2014-01-31$11,834
Income. Interest from corporate debt instruments2014-01-31$47,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$489,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$256,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$256,849
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-31$231,439
Asset value of US Government securities at end of year2014-01-31$674,756
Asset value of US Government securities at beginning of year2014-01-31$647,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$1,563,390
Employer contributions (assets) at end of year2014-01-31$114,876
Employer contributions (assets) at beginning of year2014-01-31$152,698
Income. Dividends from common stock2014-01-31$16,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$1,332,762
Asset. Corporate debt instrument debt (other) at end of year2014-01-31$914,144
Asset. Corporate debt instrument debt (other) at beginning of year2014-01-31$871,063
Contract administrator fees2014-01-31$34,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-01-31$793,794
Assets. Corporate common stocks other than exployer securities at beginning of year2014-01-31$716,876
Assets. Value of buildings and other operty used in plan operation at end of year2014-01-31$6,443
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-01-31$6,698
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Aggregate proceeds on sale of assets2014-01-31$1,106,686
Aggregate carrying amount (costs) on sale of assets2014-01-31$1,031,419
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31BRYAN, LITTLE, HALEY & KENT PC
Accountancy firm EIN2014-01-31730941849
2013 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$63,520
Total unrealized appreciation/depreciation of assets2013-01-31$63,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$89,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$23,847
Total income from all sources (including contributions)2013-01-31$1,872,309
Total loss/gain on sale of assets2013-01-31$2,334
Total of all expenses incurred2013-01-31$1,544,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$1,284,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$1,698,893
Value of total assets at end of year2013-01-31$3,942,526
Value of total assets at beginning of year2013-01-31$3,549,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$260,597
Total interest from all sources2013-01-31$51,013
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$45,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$21,723
Administrative expenses professional fees incurred2013-01-31$56,569
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-01-31$176,896
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$250,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$83,532
Assets. Other investments not covered elsewhere at end of year2013-01-31$344,570
Assets. Other investments not covered elsewhere at beginning of year2013-01-31$133,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$19,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$18,654
Administrative expenses (other) incurred2013-01-31$149,883
Liabilities. Value of operating payables at end of year2013-01-31$89,435
Liabilities. Value of operating payables at beginning of year2013-01-31$23,847
Total non interest bearing cash at end of year2013-01-31$162,413
Total non interest bearing cash at beginning of year2013-01-31$290,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$327,686
Value of net assets at end of year (total assets less liabilities)2013-01-31$3,853,091
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$3,525,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$19,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$764,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$641,034
Income. Interest from US Government securities2013-01-31$11,640
Income. Interest from corporate debt instruments2013-01-31$39,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$256,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$296,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$296,587
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$194,260
Asset value of US Government securities at end of year2013-01-31$647,312
Asset value of US Government securities at beginning of year2013-01-31$597,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$10,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$1,615,361
Employer contributions (assets) at end of year2013-01-31$152,698
Employer contributions (assets) at beginning of year2013-01-31$98,560
Income. Dividends from common stock2013-01-31$24,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$1,089,766
Asset. Corporate debt instrument debt (other) at end of year2013-01-31$871,063
Asset. Corporate debt instrument debt (other) at beginning of year2013-01-31$787,633
Contract administrator fees2013-01-31$35,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-01-31$716,876
Assets. Corporate common stocks other than exployer securities at beginning of year2013-01-31$507,247
Assets. Value of buildings and other operty used in plan operation at end of year2013-01-31$6,698
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-01-31$1,154
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Aggregate proceeds on sale of assets2013-01-31$2,343,034
Aggregate carrying amount (costs) on sale of assets2013-01-31$2,340,700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2013-01-31650140643
2012 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$-37,011
Total unrealized appreciation/depreciation of assets2012-01-31$-37,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$23,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$11,413
Total income from all sources (including contributions)2012-01-31$1,591,756
Total loss/gain on sale of assets2012-01-31$19,287
Total of all expenses incurred2012-01-31$1,558,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$1,246,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$1,527,482
Value of total assets at end of year2012-01-31$3,549,252
Value of total assets at beginning of year2012-01-31$3,503,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$311,986
Total interest from all sources2012-01-31$50,513
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$33,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$21,356
Administrative expenses professional fees incurred2012-01-31$104,161
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-01-31$176,896
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-01-31$65,983
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$250,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$113,801
Assets. Other investments not covered elsewhere at end of year2012-01-31$133,718
Assets. Other investments not covered elsewhere at beginning of year2012-01-31$281,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$18,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$14,511
Administrative expenses (other) incurred2012-01-31$128,674
Liabilities. Value of operating payables at end of year2012-01-31$23,847
Liabilities. Value of operating payables at beginning of year2012-01-31$11,413
Total non interest bearing cash at end of year2012-01-31$290,161
Total non interest bearing cash at beginning of year2012-01-31$75,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$33,362
Value of net assets at end of year (total assets less liabilities)2012-01-31$3,525,405
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$3,492,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$16,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$641,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$624,842
Income. Interest from US Government securities2012-01-31$12,280
Income. Interest from corporate debt instruments2012-01-31$38,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$296,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$384,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$384,259
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$301,259
Asset value of US Government securities at end of year2012-01-31$597,608
Asset value of US Government securities at beginning of year2012-01-31$597,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-2,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$1,413,681
Employer contributions (assets) at end of year2012-01-31$98,560
Employer contributions (assets) at beginning of year2012-01-31$79,692
Income. Dividends from preferred stock2012-01-31$3,298
Income. Dividends from common stock2012-01-31$8,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$945,149
Asset. Corporate debt instrument debt (other) at end of year2012-01-31$787,633
Asset. Corporate debt instrument debt (other) at beginning of year2012-01-31$904,114
Contract administrator fees2012-01-31$63,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-01-31$507,247
Assets. Corporate common stocks other than exployer securities at beginning of year2012-01-31$474,607
Assets. Value of buildings and other operty used in plan operation at end of year2012-01-31$1,154
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-01-31$1,763
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$3,224,600
Aggregate carrying amount (costs) on sale of assets2012-01-31$3,205,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2012-01-31650140643
2011 : SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$56,657
Total unrealized appreciation/depreciation of assets2011-01-31$56,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$11,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$18,377
Total income from all sources (including contributions)2011-01-31$1,555,866
Total loss/gain on sale of assets2011-01-31$24,487
Total of all expenses incurred2011-01-31$1,645,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$1,341,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$1,318,847
Value of total assets at end of year2011-01-31$3,503,456
Value of total assets at beginning of year2011-01-31$3,600,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$304,147
Total interest from all sources2011-01-31$75,701
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$41,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$29,408
Administrative expenses professional fees incurred2011-01-31$81,205
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-01-31$65,983
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$250,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$127,754
Assets. Other investments not covered elsewhere at end of year2011-01-31$281,001
Assets. Other investments not covered elsewhere at beginning of year2011-01-31$392,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$14,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$35,551
Administrative expenses (other) incurred2011-01-31$138,157
Liabilities. Value of operating payables at end of year2011-01-31$11,413
Liabilities. Value of operating payables at beginning of year2011-01-31$18,377
Total non interest bearing cash at end of year2011-01-31$75,024
Total non interest bearing cash at beginning of year2011-01-31$165,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-90,074
Value of net assets at end of year (total assets less liabilities)2011-01-31$3,492,043
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$3,582,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$15,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$624,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$564,786
Interest earned on other investments2011-01-31$13,746
Income. Interest from US Government securities2011-01-31$11,103
Income. Interest from corporate debt instruments2011-01-31$49,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$384,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$363,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$363,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$1,378
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$87,191
Asset value of US Government securities at end of year2011-01-31$597,660
Asset value of US Government securities at beginning of year2011-01-31$631,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$38,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$1,191,093
Employer contributions (assets) at end of year2011-01-31$79,692
Employer contributions (assets) at beginning of year2011-01-31$73,540
Income. Dividends from preferred stock2011-01-31$4,324
Income. Dividends from common stock2011-01-31$7,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$1,254,602
Asset. Corporate debt instrument debt (other) at end of year2011-01-31$904,114
Asset. Corporate debt instrument debt (other) at beginning of year2011-01-31$955,094
Contract administrator fees2011-01-31$69,690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$474,607
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$413,905
Assets. Value of buildings and other operty used in plan operation at end of year2011-01-31$1,763
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-01-31$4,135
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$3,961,451
Aggregate carrying amount (costs) on sale of assets2011-01-31$3,936,964
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31STEVEN D EISENBERG CPA,P.A.
Accountancy firm EIN2011-01-31650140643

Form 5500 Responses for SHEET METAL WORKERS LOCAL 270 WELFARE PLAN

2022: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2022 form 5500 responses
2022-02-01Type of plan entityMulti-employer plan
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2021 form 5500 responses
2021-02-01Type of plan entityMulti-employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2020 form 5500 responses
2020-02-01Type of plan entityMulti-employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2019 form 5500 responses
2019-02-01Type of plan entityMulti-employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2014 form 5500 responses
2014-02-01Type of plan entityMulti-employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2013 form 5500 responses
2013-02-01Type of plan entityMulti-employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2012 form 5500 responses
2012-02-01Type of plan entityMulti-employer plan
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2011 form 5500 responses
2011-02-01Type of plan entityMulti-employer plan
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL 270 WELFARE PLAN 2009 form 5500 responses
2009-02-01Type of plan entityMulti-employer plan
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 4
Insurance contract or identification number884107
Number of Individuals Covered537
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $441,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 3
Insurance contract or identification numberGAE00073
Number of Individuals Covered193
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $11,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number321552
Policy instance 2
Insurance contract or identification number321552
Number of Individuals Covered20
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $1,000
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,000
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered549
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
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 $141,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered566
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $143,433
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number321552
Policy instance 2
Insurance contract or identification number321552
Number of Individuals Covered20
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $1,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $41,772
Commission paid to Insurance BrokerUSD $1,000
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 3
Insurance contract or identification numberGAE00073
Number of Individuals Covered201
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 4
Insurance contract or identification number884107
Number of Individuals Covered558
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $419,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884111
Policy instance 3
Insurance contract or identification number884111
Number of Individuals Covered200
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $430,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 2
Insurance contract or identification numberGAE00073
Number of Individuals Covered224
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered517
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $150,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 2
Insurance contract or identification numberGAE00073
Number of Individuals Covered244
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered575
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $164,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGELP-1101-OK-19
Policy instance 3
Insurance contract or identification numberGELP-1101-OK-19
Number of Individuals Covered231
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered590
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $288,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 2
Insurance contract or identification number884107
Number of Individuals Covered563
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $119,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RXADVANCE (National Association of Insurance Commissioners NAIC id number: 12747 )
Policy contract numberSMW270HW
Policy instance 3
Insurance contract or identification numberSMW270HW
Number of Individuals Covered216
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 4
Insurance contract or identification numberGAE00073
Number of Individuals Covered178
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGELP-1101-OK
Policy instance 5
Insurance contract or identification numberGELP-1101-OK
Number of Individuals Covered220
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGELP-1101-OK
Policy instance 5
Insurance contract or identification numberGELP-1101-OK
Number of Individuals Covered160
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 4
Insurance contract or identification numberGAE00073
Number of Individuals Covered138
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION PHARMACEUTICAL SERVICES, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberSMW270HW
Policy instance 3
Insurance contract or identification numberSMW270HW
Number of Individuals Covered419
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 2
Insurance contract or identification number884107
Number of Individuals Covered406
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $106,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered419
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $169,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered521
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $150,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 2
Insurance contract or identification number884107
Number of Individuals Covered530
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $132,373
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 numberSE3E50070
Policy instance 3
Insurance contract or identification numberSE3E50070
Number of Individuals Covered205
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $171,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 4
Insurance contract or identification numberGAE00073
Number of Individuals Covered187
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered460
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $131,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884108
Policy instance 2
Insurance contract or identification number884108
Number of Individuals Covered461
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $121,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 3
Insurance contract or identification numberGAE00073
Number of Individuals Covered173
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,345
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 numberSE3E50070
Policy instance 4
Insurance contract or identification numberSE3E50070
Number of Individuals Covered181
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $141,350
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 numberSE3E50070
Policy instance 4
Insurance contract or identification numberSE3E50070
Number of Individuals Covered154
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $124,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered434
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $125,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number884108
Policy instance 2
Insurance contract or identification number884108
Number of Individuals Covered429
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $105,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 3
Insurance contract or identification numberGAE00073
Number of Individuals Covered154
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number630905-884108
Policy instance 2
Insurance contract or identification number630905-884108
Number of Individuals Covered409
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 3
Insurance contract or identification numberGAE00073
Number of Individuals Covered148
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered405
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,389
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 numberSE3E50070
Policy instance 4
Insurance contract or identification numberSE3E50070
Insurance policy start date2012-06-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $102,124
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 numberSE3E50070
Policy instance 4
Insurance contract or identification numberSE3E50070
Number of Individuals Covered145
Insurance policy start date2011-06-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $134,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 3
Insurance contract or identification numberGAE00073
Number of Individuals Covered134
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number864402
Policy instance 2
Insurance contract or identification number864402
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number884107
Policy instance 1
Insurance contract or identification number884107
Number of Individuals Covered367
Insurance policy start date2011-10-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE00073
Policy instance 4
Insurance contract or identification numberGAE00073
Number of Individuals Covered119
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number630905
Policy instance 2
Insurance contract or identification number630905
Number of Individuals Covered357
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number864402
Policy instance 3
Insurance contract or identification number864402
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberYN9732
Policy instance 1
Insurance contract or identification numberYN9732
Number of Individuals Covered0
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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