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TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameTEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND
Plan identification number 501

TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND
Employer identification number (EIN):042219623
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SHANNON GEORGE2023-09-06 MONICA J. CHESTER2023-09-05
5012021-01-01SHANNON GEORGE2021-08-31 MONICA J. CHESTER2021-08-31
5012020-01-01SHANNON GEORGE2021-10-08 PAUL DAUPHINAIS2021-10-14
5012019-01-01SHANNON GEORGE2020-09-18 PAUL DAUPHINAIS2020-09-21
5012018-01-01SHANNON GEORGE2019-09-06 PAUL DAUPHINAIS2019-09-06
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01CHARLES H. AUBUCHON
5012011-01-01CHARLES AUBUCHON
5012010-01-01CHARLES AUBUCHON
5012009-01-01DEBORAH STEVENS

Plan Statistics for TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND

401k plan membership statisitcs for TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND

Measure Date Value
2022: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,404
Total number of active participants reported on line 7a of the Form 55002022-01-011,301
Number of retired or separated participants receiving benefits2022-01-0180
Total of all active and inactive participants2022-01-011,381
Number of employers contributing to the scheme2022-01-0132
2021: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,426
Total number of active participants reported on line 7a of the Form 55002021-01-011,315
Number of retired or separated participants receiving benefits2021-01-0187
Total of all active and inactive participants2021-01-011,402
Number of employers contributing to the scheme2021-01-0132
2020: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,427
Total number of active participants reported on line 7a of the Form 55002020-01-011,344
Number of retired or separated participants receiving benefits2020-01-0182
Total of all active and inactive participants2020-01-011,426
Number of employers contributing to the scheme2020-01-0134
2019: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,451
Total number of active participants reported on line 7a of the Form 55002019-01-011,345
Number of retired or separated participants receiving benefits2019-01-0182
Total of all active and inactive participants2019-01-011,427
Number of employers contributing to the scheme2019-01-0136
2018: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,471
Total number of active participants reported on line 7a of the Form 55002018-01-011,352
Number of retired or separated participants receiving benefits2018-01-0199
Total of all active and inactive participants2018-01-011,451
Number of employers contributing to the scheme2018-01-0134
2017: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,544
Total number of active participants reported on line 7a of the Form 55002017-01-011,374
Number of retired or separated participants receiving benefits2017-01-0197
Total of all active and inactive participants2017-01-011,471
Number of employers contributing to the scheme2017-01-0139
2016: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,498
Total number of active participants reported on line 7a of the Form 55002016-01-011,447
Number of retired or separated participants receiving benefits2016-01-0197
Total of all active and inactive participants2016-01-011,544
Number of employers contributing to the scheme2016-01-0152
2015: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,550
Total number of active participants reported on line 7a of the Form 55002015-01-011,404
Number of retired or separated participants receiving benefits2015-01-0194
Total of all active and inactive participants2015-01-011,498
Number of employers contributing to the scheme2015-01-0147
2014: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,591
Total number of active participants reported on line 7a of the Form 55002014-01-011,440
Number of retired or separated participants receiving benefits2014-01-01110
Total of all active and inactive participants2014-01-011,550
Number of employers contributing to the scheme2014-01-0151
2013: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,626
Total number of active participants reported on line 7a of the Form 55002013-01-011,426
Number of retired or separated participants receiving benefits2013-01-01165
Total of all active and inactive participants2013-01-011,591
Number of employers contributing to the scheme2013-01-0152
2012: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,721
Total number of active participants reported on line 7a of the Form 55002012-01-011,448
Number of retired or separated participants receiving benefits2012-01-01178
Total of all active and inactive participants2012-01-011,626
Number of employers contributing to the scheme2012-01-0153
2011: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,744
Total number of active participants reported on line 7a of the Form 55002011-01-011,580
Number of retired or separated participants receiving benefits2011-01-01141
Total of all active and inactive participants2011-01-011,721
Number of employers contributing to the scheme2011-01-0154
2010: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,933
Total number of active participants reported on line 7a of the Form 55002010-01-011,564
Number of retired or separated participants receiving benefits2010-01-01180
Total of all active and inactive participants2010-01-011,744
Number of employers contributing to the scheme2010-01-0152
2009: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,901
Total number of active participants reported on line 7a of the Form 55002009-01-011,787
Number of retired or separated participants receiving benefits2009-01-01146
Total of all active and inactive participants2009-01-011,933
Total participants2009-01-011,933

Financial Data on TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND

Measure Date Value
2022 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,995,600
Total unrealized appreciation/depreciation of assets2022-12-31$-2,995,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,528,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,379,406
Total income from all sources (including contributions)2022-12-31$33,088,358
Total loss/gain on sale of assets2022-12-31$-895,442
Total of all expenses incurred2022-12-31$35,039,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,585,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,837,781
Value of total assets at end of year2022-12-31$82,271,369
Value of total assets at beginning of year2022-12-31$84,073,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,453,503
Total interest from all sources2022-12-31$816,117
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$947,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$926,535
Administrative expenses professional fees incurred2022-12-31$203,574
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$900,204
Participant contributions at end of year2022-12-31$9,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$252,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$257,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,510,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8,479,692
Other income not declared elsewhere2022-12-31$216,796
Administrative expenses (other) incurred2022-12-31$2,126,928
Liabilities. Value of operating payables at end of year2022-12-31$142,955
Liabilities. Value of operating payables at beginning of year2022-12-31$172,332
Total non interest bearing cash at end of year2022-12-31$6,556,816
Total non interest bearing cash at beginning of year2022-12-31$5,469,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,950,779
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,742,854
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,693,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,028,332
Assets. partnership/joint venture interests at beginning of year2022-12-31$957,131
Investment advisory and management fees2022-12-31$123,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,780,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,692,427
Interest earned on other investments2022-12-31$37,504
Income. Interest from US Government securities2022-12-31$304,423
Income. Interest from corporate debt instruments2022-12-31$447,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,998,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,357,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,357,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$26,386
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$232,021
Asset value of US Government securities at end of year2022-12-31$15,023,482
Asset value of US Government securities at beginning of year2022-12-31$16,525,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,838,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$37,937,577
Employer contributions (assets) at end of year2022-12-31$3,334,931
Employer contributions (assets) at beginning of year2022-12-31$3,908,657
Income. Dividends from common stock2022-12-31$20,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,353,613
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$13,866,101
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$14,511,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,879,296
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,630,512
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,875,472
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,727,382
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,540,744
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,762,837
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$11,034,960
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,930,402
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2022-12-31043508036
2021 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$27,955
Total unrealized appreciation/depreciation of assets2021-12-31$27,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,379,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,901,290
Total income from all sources (including contributions)2021-12-31$41,326,304
Total loss/gain on sale of assets2021-12-31$-61,199
Total of all expenses incurred2021-12-31$34,942,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,735,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,801,171
Value of total assets at end of year2021-12-31$84,073,039
Value of total assets at beginning of year2021-12-31$78,211,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,207,687
Total interest from all sources2021-12-31$742,910
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$527,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$490,549
Administrative expenses professional fees incurred2021-12-31$154,267
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,025,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$257,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$246,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,479,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,311,342
Other income not declared elsewhere2021-12-31$213,087
Administrative expenses (other) incurred2021-12-31$1,941,220
Liabilities. Value of operating payables at end of year2021-12-31$172,332
Liabilities. Value of operating payables at beginning of year2021-12-31$142,983
Total non interest bearing cash at end of year2021-12-31$5,469,596
Total non interest bearing cash at beginning of year2021-12-31$5,594,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,383,405
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,693,633
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,310,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$957,131
Assets. partnership/joint venture interests at beginning of year2021-12-31$797,007
Investment advisory and management fees2021-12-31$112,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,692,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,627,300
Income. Interest from US Government securities2021-12-31$265,013
Income. Interest from corporate debt instruments2021-12-31$416,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,357,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$14,954,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$14,954,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$61,125
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$201,728
Asset value of US Government securities at end of year2021-12-31$16,525,637
Asset value of US Government securities at beginning of year2021-12-31$12,659,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,074,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$36,775,805
Employer contributions (assets) at end of year2021-12-31$3,908,657
Employer contributions (assets) at beginning of year2021-12-31$3,871,573
Income. Dividends from common stock2021-12-31$37,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,533,484
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$14,511,955
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$14,676,611
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,630,512
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,752,153
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,727,382
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,446,965
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,762,837
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$3,031,933
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$19,478,777
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,539,976
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2021-12-31043508036
2020 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,044,769
Total unrealized appreciation/depreciation of assets2020-12-31$3,044,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,901,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,306,770
Total income from all sources (including contributions)2020-12-31$41,121,279
Total loss/gain on sale of assets2020-12-31$116,227
Total of all expenses incurred2020-12-31$28,673,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,583,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$36,550,687
Value of total assets at end of year2020-12-31$78,211,518
Value of total assets at beginning of year2020-12-31$64,169,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,089,695
Total interest from all sources2020-12-31$844,427
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$335,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$291,935
Administrative expenses professional fees incurred2020-12-31$166,900
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,063,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$246,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$255,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,311,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,384,859
Other income not declared elsewhere2020-12-31$229,510
Administrative expenses (other) incurred2020-12-31$1,816,486
Liabilities. Value of operating payables at end of year2020-12-31$142,983
Liabilities. Value of operating payables at beginning of year2020-12-31$125,275
Total non interest bearing cash at end of year2020-12-31$5,594,715
Total non interest bearing cash at beginning of year2020-12-31$3,292,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,447,949
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,310,228
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,862,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$797,007
Assets. partnership/joint venture interests at beginning of year2020-12-31$789,111
Investment advisory and management fees2020-12-31$106,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,627,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,859,989
Income. Interest from US Government securities2020-12-31$304,001
Income. Interest from corporate debt instruments2020-12-31$429,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$14,954,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,788,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,788,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$111,282
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$222,338
Asset value of US Government securities at end of year2020-12-31$12,659,258
Asset value of US Government securities at beginning of year2020-12-31$12,515,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,487,033
Employer contributions (assets) at end of year2020-12-31$3,871,573
Employer contributions (assets) at beginning of year2020-12-31$3,068,965
Income. Dividends from common stock2020-12-31$43,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,361,297
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$14,676,611
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$13,121,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,752,153
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,154,564
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,446,965
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,796,636
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$3,031,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$3,322,311
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$13,993,798
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,877,571
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2020-12-31043508036
2019 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$9,603,308
Total unrealized appreciation/depreciation of assets2019-12-31$9,603,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,306,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,614,353
Total income from all sources (including contributions)2019-12-31$38,946,522
Total loss/gain on sale of assets2019-12-31$-492,736
Total of all expenses incurred2019-12-31$31,372,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,167,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,062,300
Value of total assets at end of year2019-12-31$64,169,049
Value of total assets at beginning of year2019-12-31$54,902,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,204,496
Total interest from all sources2019-12-31$868,658
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$431,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$377,239
Administrative expenses professional fees incurred2019-12-31$189,310
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$947,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$255,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$242,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,384,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,157,285
Other income not declared elsewhere2019-12-31$195,738
Administrative expenses (other) incurred2019-12-31$1,921,226
Liabilities. Value of operating payables at end of year2019-12-31$125,275
Liabilities. Value of operating payables at beginning of year2019-12-31$213,564
Total non interest bearing cash at end of year2019-12-31$3,292,197
Total non interest bearing cash at beginning of year2019-12-31$2,938,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,574,078
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,862,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,288,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$789,111
Assets. partnership/joint venture interests at beginning of year2019-12-31$729,435
Investment advisory and management fees2019-12-31$93,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,859,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,015,260
Income. Interest from US Government securities2019-12-31$314,112
Income. Interest from corporate debt instruments2019-12-31$398,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,788,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,141,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,141,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$155,549
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$208,463
Asset value of US Government securities at end of year2019-12-31$12,515,844
Asset value of US Government securities at beginning of year2019-12-31$10,790,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-5,721,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,114,574
Employer contributions (assets) at end of year2019-12-31$3,068,965
Employer contributions (assets) at beginning of year2019-12-31$2,989,767
Income. Dividends from common stock2019-12-31$53,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$28,959,485
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$13,121,855
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,867,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,154,564
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,663,983
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,796,636
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$243,504
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$3,322,311
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$3,523,712
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,825,887
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,318,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2019-12-31043508036
2018 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,598,947
Total unrealized appreciation/depreciation of assets2018-12-31$-1,598,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,614,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,447,646
Total income from all sources (including contributions)2018-12-31$31,744,205
Total loss/gain on sale of assets2018-12-31$-5,348
Total of all expenses incurred2018-12-31$29,248,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,151,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,877,598
Value of total assets at end of year2018-12-31$54,902,554
Value of total assets at beginning of year2018-12-31$53,239,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,097,112
Total interest from all sources2018-12-31$737,946
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$362,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$309,014
Administrative expenses professional fees incurred2018-12-31$168,300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$827,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$242,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$235,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,157,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,860,155
Other income not declared elsewhere2018-12-31$192,309
Administrative expenses (other) incurred2018-12-31$1,849,510
Liabilities. Value of operating payables at end of year2018-12-31$213,564
Liabilities. Value of operating payables at beginning of year2018-12-31$115,955
Total non interest bearing cash at end of year2018-12-31$2,938,604
Total non interest bearing cash at beginning of year2018-12-31$2,718,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,496,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,288,201
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,792,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$729,435
Assets. partnership/joint venture interests at beginning of year2018-12-31$667,751
Investment advisory and management fees2018-12-31$79,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,015,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,891,610
Income. Interest from US Government securities2018-12-31$228,543
Income. Interest from corporate debt instruments2018-12-31$374,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,141,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,622,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,622,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$135,259
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$215,393
Asset value of US Government securities at end of year2018-12-31$10,790,614
Asset value of US Government securities at beginning of year2018-12-31$7,787,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$178,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$31,049,873
Employer contributions (assets) at end of year2018-12-31$2,989,767
Employer contributions (assets) at beginning of year2018-12-31$2,493,285
Income. Dividends from common stock2018-12-31$53,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,935,618
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,867,550
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$10,310,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,663,983
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,788,144
Liabilities. Value of benefit claims payable at end of year2018-12-31$243,504
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,471,536
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$3,523,712
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$3,724,170
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$11,313,274
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,318,622
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2018-12-31043508036
2017 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,381,789
Total unrealized appreciation/depreciation of assets2017-12-31$2,381,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,447,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,694,077
Total income from all sources (including contributions)2017-12-31$34,512,785
Total loss/gain on sale of assets2017-12-31$-70,563
Total of all expenses incurred2017-12-31$28,142,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,085,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,926,495
Value of total assets at end of year2017-12-31$53,239,765
Value of total assets at beginning of year2017-12-31$47,115,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,056,722
Total interest from all sources2017-12-31$640,688
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$368,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$293,902
Administrative expenses professional fees incurred2017-12-31$166,437
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$875,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$235,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$200,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,860,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,307,616
Other income not declared elsewhere2017-12-31$197,446
Administrative expenses (other) incurred2017-12-31$1,815,221
Liabilities. Value of operating payables at end of year2017-12-31$115,955
Liabilities. Value of operating payables at beginning of year2017-12-31$101,658
Total non interest bearing cash at end of year2017-12-31$2,718,492
Total non interest bearing cash at beginning of year2017-12-31$2,604,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,370,258
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,792,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,421,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$667,751
Investment advisory and management fees2017-12-31$75,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,891,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,987,969
Interest earned on other investments2017-12-31$631
Income. Interest from US Government securities2017-12-31$206,803
Income. Interest from corporate debt instruments2017-12-31$353,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,622,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,684,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,684,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$79,458
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$216,225
Asset value of US Government securities at end of year2017-12-31$7,787,439
Asset value of US Government securities at beginning of year2017-12-31$7,691,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$68,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,051,261
Employer contributions (assets) at end of year2017-12-31$2,493,285
Employer contributions (assets) at beginning of year2017-12-31$2,557,215
Income. Dividends from common stock2017-12-31$74,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,869,580
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$10,310,644
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,185,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,788,144
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,507,806
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,471,536
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,284,803
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$3,724,170
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$3,697,224
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,870,889
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,941,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2017-12-31043508036
2016 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,319,605
Total unrealized appreciation/depreciation of assets2016-12-31$1,319,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,694,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,734,701
Total income from all sources (including contributions)2016-12-31$32,839,049
Total loss/gain on sale of assets2016-12-31$-64,693
Total of all expenses incurred2016-12-31$26,611,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,537,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,491,227
Value of total assets at end of year2016-12-31$47,115,938
Value of total assets at beginning of year2016-12-31$39,928,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,074,125
Total interest from all sources2016-12-31$477,762
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$397,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$315,917
Administrative expenses professional fees incurred2016-12-31$220,789
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$793,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$200,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$183,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,307,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,543,180
Other income not declared elsewhere2016-12-31$210,081
Administrative expenses (other) incurred2016-12-31$1,789,427
Liabilities. Value of operating payables at end of year2016-12-31$101,658
Liabilities. Value of operating payables at beginning of year2016-12-31$125,878
Total non interest bearing cash at end of year2016-12-31$2,604,586
Total non interest bearing cash at beginning of year2016-12-31$3,806,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,227,649
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,421,861
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,194,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$63,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,987,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,067,155
Interest earned on other investments2016-12-31$688
Income. Interest from US Government securities2016-12-31$164,188
Income. Interest from corporate debt instruments2016-12-31$295,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,684,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$582,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$582,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$17,035
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$188,592
Asset value of US Government securities at end of year2016-12-31$7,691,090
Asset value of US Government securities at beginning of year2016-12-31$6,942,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$29,698,030
Employer contributions (assets) at end of year2016-12-31$2,557,215
Employer contributions (assets) at beginning of year2016-12-31$2,856,975
Income. Dividends from common stock2016-12-31$81,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,348,683
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,185,710
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$9,318,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,507,806
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,323,417
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,284,803
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,065,643
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,697,224
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$3,847,582
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,553,831
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,618,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2016-12-31043508036
2015 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-773,257
Total unrealized appreciation/depreciation of assets2015-12-31$-773,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,734,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,222,527
Total income from all sources (including contributions)2015-12-31$28,472,897
Total loss/gain on sale of assets2015-12-31$-96,711
Total of all expenses incurred2015-12-31$26,522,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,489,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,915,745
Value of total assets at end of year2015-12-31$39,928,913
Value of total assets at beginning of year2015-12-31$37,466,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,032,969
Total interest from all sources2015-12-31$502,275
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$210,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$164,627
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$854,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$183,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$184,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,543,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,212,926
Other income not declared elsewhere2015-12-31$210,632
Administrative expenses (other) incurred2015-12-31$1,815,676
Liabilities. Value of operating payables at end of year2015-12-31$125,878
Liabilities. Value of operating payables at beginning of year2015-12-31$112,671
Total non interest bearing cash at end of year2015-12-31$3,806,788
Total non interest bearing cash at beginning of year2015-12-31$4,007,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,950,146
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,194,212
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,244,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$52,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,067,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,322,521
Interest earned on other investments2015-12-31$688
Income. Interest from US Government securities2015-12-31$170,750
Income. Interest from corporate debt instruments2015-12-31$325,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$582,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$794,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$794,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,883
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$179,851
Asset value of US Government securities at end of year2015-12-31$6,942,448
Asset value of US Government securities at beginning of year2015-12-31$7,021,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-496,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$28,061,476
Employer contributions (assets) at end of year2015-12-31$2,856,975
Employer contributions (assets) at beginning of year2015-12-31$2,743,529
Income. Dividends from preferred stock2015-12-31$195,466
Income. Dividends from common stock2015-12-31$15,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,309,931
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$9,318,571
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$9,388,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,323,417
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,065,643
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$896,930
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$3,847,582
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$4,004,828
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,874,820
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,971,531
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2015-12-31043508036
2014 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$64,183
Total unrealized appreciation/depreciation of assets2014-12-31$64,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,222,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,569,532
Total income from all sources (including contributions)2014-12-31$29,266,369
Total loss/gain on sale of assets2014-12-31$-25,401
Total of all expenses incurred2014-12-31$26,970,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,121,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,302,879
Value of total assets at end of year2014-12-31$37,466,593
Value of total assets at beginning of year2014-12-31$34,517,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,848,576
Total interest from all sources2014-12-31$550,424
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$195,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$195,684
Administrative expenses professional fees incurred2014-12-31$260,837
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,008,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$184,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$185,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,212,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,228,610
Other income not declared elsewhere2014-12-31$178,600
Administrative expenses (other) incurred2014-12-31$1,537,251
Liabilities. Value of operating payables at end of year2014-12-31$112,671
Liabilities. Value of operating payables at beginning of year2014-12-31$109,801
Total non interest bearing cash at end of year2014-12-31$4,007,443
Total non interest bearing cash at beginning of year2014-12-31$2,435,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,295,949
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,244,066
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,948,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$50,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,322,521
Income. Interest from US Government securities2014-12-31$208,188
Income. Interest from corporate debt instruments2014-12-31$337,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$794,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,364,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,364,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,489
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$169,973
Asset value of US Government securities at end of year2014-12-31$7,021,443
Asset value of US Government securities at beginning of year2014-12-31$6,659,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,294,475
Employer contributions (assets) at end of year2014-12-31$2,743,529
Employer contributions (assets) at beginning of year2014-12-31$1,984,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,951,871
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$9,388,147
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$9,668,056
Liabilities. Value of benefit claims payable at end of year2014-12-31$896,930
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,231,121
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$4,004,828
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$4,219,413
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,728,387
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,753,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2014-12-31043508036
2013 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-101,563
Total unrealized appreciation/depreciation of assets2013-12-31$-101,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,569,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,434,453
Total income from all sources (including contributions)2013-12-31$26,899,303
Total loss/gain on sale of assets2013-12-31$857,934
Total of all expenses incurred2013-12-31$24,761,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,135,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,156,401
Value of total assets at end of year2013-12-31$34,517,649
Value of total assets at beginning of year2013-12-31$33,244,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,626,480
Total interest from all sources2013-12-31$606,783
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$164,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$26,347
Administrative expenses professional fees incurred2013-12-31$280,636
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,224,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$185,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$222,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,228,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,897,068
Other income not declared elsewhere2013-12-31$214,853
Administrative expenses (other) incurred2013-12-31$1,246,446
Liabilities. Value of operating payables at end of year2013-12-31$109,801
Liabilities. Value of operating payables at beginning of year2013-12-31$128,522
Total non interest bearing cash at end of year2013-12-31$2,435,500
Total non interest bearing cash at beginning of year2013-12-31$2,392,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,137,574
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,948,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,810,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$99,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,472,347
Income. Interest from US Government securities2013-12-31$184,813
Income. Interest from corporate debt instruments2013-12-31$417,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,364,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,457,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,457,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,852
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$138,422
Asset value of US Government securities at end of year2013-12-31$6,659,598
Asset value of US Government securities at beginning of year2013-12-31$5,837,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,931,492
Employer contributions (assets) at end of year2013-12-31$1,984,902
Employer contributions (assets) at beginning of year2013-12-31$1,886,220
Income. Dividends from common stock2013-12-31$138,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,996,827
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$9,668,056
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$10,453,642
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,043,953
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,231,121
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,408,863
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$4,219,413
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$4,477,645
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$29,692,982
Aggregate carrying amount (costs) on sale of assets2013-12-31$28,835,048
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2013-12-31043508036
2012 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-139,310
Total unrealized appreciation/depreciation of assets2012-12-31$-139,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,434,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,819,696
Total income from all sources (including contributions)2012-12-31$25,528,006
Total loss/gain on sale of assets2012-12-31$43,589
Total of all expenses incurred2012-12-31$25,499,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,058,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$24,496,323
Value of total assets at end of year2012-12-31$33,244,996
Value of total assets at beginning of year2012-12-31$33,601,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,440,108
Total interest from all sources2012-12-31$660,921
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$199,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$47,312
Administrative expenses professional fees incurred2012-12-31$205,309
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,323,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$222,799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$234,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,897,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,686,673
Other income not declared elsewhere2012-12-31$226,162
Administrative expenses (other) incurred2012-12-31$1,147,838
Liabilities. Value of operating payables at end of year2012-12-31$128,522
Liabilities. Value of operating payables at beginning of year2012-12-31$121,397
Total non interest bearing cash at end of year2012-12-31$2,392,991
Total non interest bearing cash at beginning of year2012-12-31$1,793,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$29,005
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,810,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,781,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$86,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,472,347
Income. Interest from US Government securities2012-12-31$206,875
Income. Interest from corporate debt instruments2012-12-31$449,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,457,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,028,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,028,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,934
Asset value of US Government securities at end of year2012-12-31$5,837,526
Asset value of US Government securities at beginning of year2012-12-31$5,976,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$40,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$23,173,276
Employer contributions (assets) at end of year2012-12-31$1,886,220
Employer contributions (assets) at beginning of year2012-12-31$1,872,491
Income. Dividends from common stock2012-12-31$152,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,058,893
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$10,453,642
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$10,508,767
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,043,953
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,521,369
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,408,863
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,011,626
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$4,477,645
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$4,665,662
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$19,302,090
Aggregate carrying amount (costs) on sale of assets2012-12-31$19,258,501
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MANZI & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31043508036
2011 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-63,631
Total unrealized appreciation/depreciation of assets2011-12-31$-63,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,821,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,443,295
Total income from all sources (including contributions)2011-12-31$25,023,084
Total loss/gain on sale of assets2011-12-31$-142,798
Total of all expenses incurred2011-12-31$24,328,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,889,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,271,448
Value of total assets at end of year2011-12-31$33,601,233
Value of total assets at beginning of year2011-12-31$33,529,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,439,022
Total income from rents2011-12-31$179,365
Total interest from all sources2011-12-31$687,002
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$91,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$29,560
Administrative expenses professional fees incurred2011-12-31$182,130
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,767,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-677,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$208,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$241,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,409,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,153,885
Other income not declared elsewhere2011-12-31$182,002
Administrative expenses (other) incurred2011-12-31$1,143,117
Liabilities. Value of operating payables at end of year2011-12-31$121,397
Liabilities. Value of operating payables at beginning of year2011-12-31$68,103
Total non interest bearing cash at end of year2011-12-31$20,333
Total non interest bearing cash at beginning of year2011-12-31$20,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$694,335
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,780,185
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,085,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$113,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,851,268
Income. Interest from US Government securities2011-12-31$231,700
Income. Interest from corporate debt instruments2011-12-31$448,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,801,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,375,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,375,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,625
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,380,671
Asset value of US Government securities at end of year2011-12-31$5,976,880
Asset value of US Government securities at beginning of year2011-12-31$5,609,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-619,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$22,504,224
Employer contributions (assets) at end of year2011-12-31$1,872,491
Employer contributions (assets) at beginning of year2011-12-31$2,064,522
Income. Dividends from common stock2011-12-31$91,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,186,385
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$10,508,767
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$10,205,960
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,521,370
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,201,958
Liabilities. Value of benefit claims payable at end of year2011-12-31$289,978
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$221,307
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$4,691,513
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$4,959,571
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$50,012,110
Aggregate carrying amount (costs) on sale of assets2011-12-31$50,154,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ACCOUNTING OFFICE MICHAEL P. ROSS
Accountancy firm EIN2011-12-31300293272
2010 : TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$676,114
Total unrealized appreciation/depreciation of assets2010-12-31$676,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,443,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,564,390
Total income from all sources (including contributions)2010-12-31$27,044,060
Total loss/gain on sale of assets2010-12-31$450,125
Total of all expenses incurred2010-12-31$28,565,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,150,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,794,644
Value of total assets at end of year2010-12-31$33,529,145
Value of total assets at beginning of year2010-12-31$34,171,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,414,477
Total income from rents2010-12-31$170,284
Total interest from all sources2010-12-31$473,158
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$479,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$313,360
Administrative expenses professional fees incurred2010-12-31$202,981
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,570,591
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,437,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$892,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$241,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$89,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,153,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,996,826
Other income not declared elsewhere2010-12-31$173,354
Administrative expenses (other) incurred2010-12-31$1,127,741
Liabilities. Value of operating payables at end of year2010-12-31$68,103
Liabilities. Value of operating payables at beginning of year2010-12-31$80,845
Total non interest bearing cash at end of year2010-12-31$20,313
Total non interest bearing cash at beginning of year2010-12-31$20,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,521,337
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,085,850
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,607,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$83,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,851,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,510,701
Interest earned on other investments2010-12-31$46,831
Income. Interest from US Government securities2010-12-31$294,365
Income. Interest from corporate debt instruments2010-12-31$125,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,375,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,955,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,955,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,610
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,832,672
Asset value of US Government securities at end of year2010-12-31$5,609,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$669,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,224,053
Employer contributions (assets) at end of year2010-12-31$2,064,522
Employer contributions (assets) at beginning of year2010-12-31$1,982,458
Income. Dividends from common stock2010-12-31$166,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,425,860
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$10,205,960
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,201,958
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$221,307
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$486,719
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$4,959,571
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,175,982
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$44,505,506
Aggregate carrying amount (costs) on sale of assets2010-12-31$44,055,381
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ACCOUNTING OFFICE MICHAEL P. ROSS
Accountancy firm EIN2010-12-31300293272

Form 5500 Responses for TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND

2022: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4014371
Policy instance 2
Insurance contract or identification number4014371
Number of Individuals Covered1360
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $282,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1349
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,908
Total amount of fees paid to insurance companyUSD $8,924
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $139,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,397
Insurance broker organization code?3
Amount paid for insurance broker fees8924
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1283
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,758
Total amount of fees paid to insurance companyUSD $2,353
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $157,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,758
Insurance broker organization code?3
Amount paid for insurance broker fees2353
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4014371
Policy instance 2
Insurance contract or identification number4014371
Number of Individuals Covered1395
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $259,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1325
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,369
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1369
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1325
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,144
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $191,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19144
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWIRC0000064
Policy instance 2
Insurance contract or identification numberNWIRC0000064
Number of Individuals Covered1426
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $230,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWIRC0000064
Policy instance 2
Insurance contract or identification numberNWIRC0000064
Number of Individuals Covered1427
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $217,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1336
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,457
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19457
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1427
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,392
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1392
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1348
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,103
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,103
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1451
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN10842888
Policy instance 2
Insurance contract or identification numberN10842888
Number of Individuals Covered1451
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $212,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1433
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,391
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $207,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,391
Insurance broker organization code?3
Insurance broker nameACRISURE HEALTH SOLUTIONS INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1471
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,261
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,261
Insurance broker organization code?3
Insurance broker nameSMALL BUSINESS INS AGCY IN
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN10842888
Policy instance 2
Insurance contract or identification numberN10842888
Number of Individuals Covered1471
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $211,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1498
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $15,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1490
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN10842888
Policy instance 2
Insurance contract or identification numberN10842888
Number of Individuals Covered1498
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $179,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberNO6528727
Policy instance 2
Insurance contract or identification numberNO6528727
Number of Individuals Covered1550
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 $168,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1434
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
Welfare Benefit Premiums Paid to CarrierUSD $146,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1550
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $15,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1591
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberNO6528727
Policy instance 2
Insurance contract or identification numberNO6528727
Number of Individuals Covered1591
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 $142,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1261
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
Welfare Benefit Premiums Paid to CarrierUSD $125,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1327
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
Welfare Benefit Premiums Paid to CarrierUSD $132,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberNO4857744
Policy instance 2
Insurance contract or identification numberNO4857744
Number of Individuals Covered1667
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 $147,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
Commission paid to Insurance BrokerUSD $19,472
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1405
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHANDOR INSURANCE AGENCY LLC/BBP
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4014371
Policy instance 4
Insurance contract or identification number4014371
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07375
Policy instance 3
Insurance contract or identification numberADDS07375
Number of Individuals Covered1405
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $450
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1405
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,923
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberNO4857744
Policy instance 2
Insurance contract or identification numberNO4857744
Number of Individuals Covered1667
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 $155,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4014371
Policy instance 3
Insurance contract or identification number4014371
Number of Individuals Covered180
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 $1,500,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677895G
Policy instance 1
Insurance contract or identification number677895G
Number of Individuals Covered1441
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,500
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $177,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberNO4857744
Policy instance 2
Insurance contract or identification numberNO4857744
Number of Individuals Covered1725
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 $168,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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