BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIBUTORS & HELPERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN
401k plan membership statisitcs for BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2018: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 0 |
| 2017: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 21 |
| Total of all active and inactive participants | 2017-05-01 | 21 |
| 2016: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 23 |
| 2015: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 30 |
| Total of all active and inactive participants | 2015-05-01 | 30 |
| 2014: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 30 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 30 |
| 2013: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 29 |
| Total of all active and inactive participants | 2013-05-01 | 29 |
| 2012: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 32 |
| Total of all active and inactive participants | 2012-05-01 | 32 |
| 2011: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 36 |
| Total of all active and inactive participants | 2011-05-01 | 36 |
| 2009: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 90 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 5 |
| Total of all active and inactive participants | 2009-05-01 | 95 |
| Measure | Date | Value |
|---|
| 2018 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2018-10-09 | $295,433 |
| Benefits paid (including direct rollovers) | 2018-10-09 | $294,603 |
| Total plan assets at beginning of year | 2018-10-09 | $295,433 |
| Expenses. Other expenses not covered elsewhere | 2018-10-09 | $0 |
| Net income (gross income less expenses) | 2018-10-09 | $-295,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-10-09 | $295,433 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-10-09 | $830 |
| Total plan liabilities at beginning of year | 2018-04-30 | $1,647 |
| Total income from all sources | 2018-04-30 | $120,062 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $165,180 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $160,610 |
| Total plan assets at end of year | 2018-04-30 | $295,433 |
| Total plan assets at beginning of year | 2018-04-30 | $342,198 |
| Value of fidelity bond covering the plan | 2018-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2018-04-30 | $90,561 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $70 |
| Other income received | 2018-04-30 | $15,469 |
| Net income (gross income less expenses) | 2018-04-30 | $-45,118 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $295,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $340,551 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $14,032 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $4,500 |
| 2017 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-04-30 | $1,647 |
| Total plan liabilities at beginning of year | 2017-04-30 | $13,982 |
| Total income from all sources | 2017-04-30 | $168,825 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $172,743 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $168,168 |
| Total plan assets at end of year | 2017-04-30 | $342,198 |
| Total plan assets at beginning of year | 2017-04-30 | $358,451 |
| Value of fidelity bond covering the plan | 2017-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2017-04-30 | $120,182 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $75 |
| Other income received | 2017-04-30 | $28,102 |
| Net income (gross income less expenses) | 2017-04-30 | $-3,918 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $340,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $344,469 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $20,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $4,500 |
| 2016 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $13,982 |
| Total income from all sources | 2016-04-30 | $139,236 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $182,598 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $177,371 |
| Total plan assets at end of year | 2016-04-30 | $358,451 |
| Total plan assets at beginning of year | 2016-04-30 | $387,831 |
| Value of fidelity bond covering the plan | 2016-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-04-30 | $130,719 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $727 |
| Other income received | 2016-04-30 | $-13,192 |
| Net income (gross income less expenses) | 2016-04-30 | $-43,362 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $344,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $387,831 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $21,709 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $4,500 |
| 2015 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-04-30 | $194,243 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $213,744 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $206,727 |
| Total plan assets at end of year | 2015-04-30 | $387,831 |
| Total plan assets at beginning of year | 2015-04-30 | $407,332 |
| Value of fidelity bond covering the plan | 2015-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $150,257 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $100 |
| Other income received | 2015-04-30 | $22,098 |
| Net income (gross income less expenses) | 2015-04-30 | $-19,501 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $387,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $407,332 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $21,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $6,917 |
| 2014 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-04-30 | $180,951 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $184,806 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $178,241 |
| Total plan assets at end of year | 2014-04-30 | $407,332 |
| Total plan assets at beginning of year | 2014-04-30 | $411,187 |
| Value of fidelity bond covering the plan | 2014-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $146,927 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $155 |
| Other income received | 2014-04-30 | $11,847 |
| Net income (gross income less expenses) | 2014-04-30 | $-3,855 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $407,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $411,187 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $22,177 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $6,410 |
| 2013 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $240,378 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $210,891 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $204,121 |
| Total plan assets at end of year | 2013-04-30 | $411,187 |
| Total plan assets at beginning of year | 2013-04-30 | $381,700 |
| Value of fidelity bond covering the plan | 2013-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2013-04-30 | $174,401 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $50 |
| Other income received | 2013-04-30 | $42,662 |
| Net income (gross income less expenses) | 2013-04-30 | $29,487 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $411,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $381,700 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $23,315 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $6,720 |
| 2012 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $0 |
| Total plan liabilities at beginning of year | 2012-04-30 | $32,447 |
| Total income from all sources | 2012-04-30 | $426,530 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $418,360 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $409,406 |
| Total plan assets at end of year | 2012-04-30 | $381,700 |
| Total plan assets at beginning of year | 2012-04-30 | $405,977 |
| Value of fidelity bond covering the plan | 2012-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $351,602 |
| Other income received | 2012-04-30 | $17,411 |
| Net income (gross income less expenses) | 2012-04-30 | $8,170 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $381,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $373,530 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $57,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $8,954 |
| 2011 : BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $32,447 |
| Total income from all sources (including contributions) | 2011-04-30 | $515,620 |
| Total of all expenses incurred | 2011-04-30 | $508,813 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $498,001 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $478,390 |
| Value of total assets at end of year | 2011-04-30 | $405,977 |
| Value of total assets at beginning of year | 2011-04-30 | $366,723 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $10,812 |
| Total interest from all sources | 2011-04-30 | $4 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Administrative expenses professional fees incurred | 2011-04-30 | $4,500 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Contributions received from participants | 2011-04-30 | $415,342 |
| Participant contributions at end of year | 2011-04-30 | $62,636 |
| Participant contributions at beginning of year | 2011-04-30 | $33,398 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-04-30 | $1,141 |
| Administrative expenses (other) incurred | 2011-04-30 | $50 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $32,447 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $6,807 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $373,530 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $366,723 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-04-30 | $313,359 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-04-30 | $276,117 |
| Interest earned on other investments | 2011-04-30 | $4 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $27,123 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $53,955 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $53,955 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-04-30 | $495,117 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-04-30 | $37,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $63,048 |
| Employer contributions (assets) at end of year | 2011-04-30 | $2,859 |
| Employer contributions (assets) at beginning of year | 2011-04-30 | $2,112 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $2,884 |
| Contract administrator fees | 2011-04-30 | $6,262 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-04-30 | No |
| Did the plan have assets held for investment | 2011-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | PKF, P.C. |
| Accountancy firm EIN | 2011-04-30 | 043138777 |
| 2018: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | This submission is the final filing | Yes |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-05-01 | Plan is a collectively bargained plan | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan is a collectively bargained plan | Yes |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan is a collectively bargained plan | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan is a collectively bargained plan | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Plan is a collectively bargained plan | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Plan is a collectively bargained plan | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Plan is a collectively bargained plan | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Plan is a collectively bargained plan | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BOSTON HERALD-BOSTON NEWSPAPER CHAUFFEURS, DISTRIB & HELPERS LOCAL NO. 259 HEALTH & WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | Plan is a collectively bargained plan | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 2356825 |
| Policy instance | 4 |
| Insurance contract or identification number | 2356825 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2018-10-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | 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 name | USI INSURANCE SERVICES, LLC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00457189 |
| Policy instance | 3 |
| Insurance contract or identification number | 00457189 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2018-10-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 2 |
| Insurance contract or identification number | 0014407 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2018-10-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BGH-COB |
| Policy instance | 1 |
| Insurance contract or identification number | BHG-002;BGH-COB | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2018-10-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 2357887 |
| Policy instance | 5 |
| Insurance contract or identification number | 2357887 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2018-10-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | USI INSURANCE SERVICES, LLC |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 2 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,261 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00457189 |
| Policy instance | 3 |
| Insurance contract or identification number | 00457189 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,507 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BGH-COB |
| Policy instance | 1 |
| Insurance contract or identification number | BHG-002;BGH-COB | | Number of Individuals Covered | 10 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $856 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 2357887 |
| Policy instance | 5 |
| Insurance contract or identification number | 2357887 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | USI INSURANCE SERVICES, LLC |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 2356825 |
| Policy instance | 4 |
| Insurance contract or identification number | 2356825 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $3,419 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $91,038 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,419 | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES, LLC |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 3 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,248 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
| Policy contract number | 099304 |
| Policy instance | 1 |
| Insurance contract or identification number | 099304 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,805 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $91,008 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,805 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES, INC |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BGH-COB |
| Policy instance | 2 |
| Insurance contract or identification number | BHG-002;BGH-COB | | Number of Individuals Covered | 16 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,291 | | 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 number | 2356825 |
| Policy instance | 5 |
| Insurance contract or identification number | 2356825 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,108 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00457189 |
| Policy instance | 4 |
| Insurance contract or identification number | 00457189 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,321 | | 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 name | USI INSURANCE SERVICES, LLC |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BHG-COB |
| Policy instance | 2 |
| Insurance contract or identification number | BHG-002;BHG-COB | | Number of Individuals Covered | 18 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVIS VISION |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 30 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,417 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGFELLOW FINANCIAL LLC |
|
| HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
| Policy contract number | 099304 |
| Policy instance | 1 |
| Insurance contract or identification number | 099304 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $3,141 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $166,572 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,881 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGFELLOW FINANCIAL LLC |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 3 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,301 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker name | NONE |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BHG-COB |
| Policy instance | 2 |
| Insurance contract or identification number | BHG-002;BHG-COB | | Number of Individuals Covered | 18 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,492 | | 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 name | DAVIS VISION |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 3 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,623 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 29 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,910 | | 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 name | LONGFELLOW FINANCIAL LLC |
|
| HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
| Policy contract number | 099304 |
| Policy instance | 1 |
| Insurance contract or identification number | 099304 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $144,324 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGFELLOW FINANCIAL LLC |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 3 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,086 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
| Policy contract number | 099304 |
| Policy instance | 1 |
| Insurance contract or identification number | 099304 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $3,061 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $152,532 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,061 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGFELLOW FINANCIAL LLC |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BHG-COB |
| Policy instance | 2 |
| Insurance contract or identification number | BHG-002;BHG-COB | | Number of Individuals Covered | 22 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $82 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,833 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 82 | | Additional information about fees paid to insurance broker | INSURANCE FEES | | Insurance broker organization code? | 3 | | Insurance broker name | DAVIS VISION |
|
| HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
| Policy contract number | 099304 |
| Policy instance | 1 |
| Insurance contract or identification number | 099304 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $6,687 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $372,950 | | 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 number | 0014407 |
| Policy instance | 3 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,785 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BHG-COB |
| Policy instance | 2 |
| Insurance contract or identification number | BHG-002;BHG-COB | | Number of Individuals Covered | 25 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $128 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,837 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | BHG-002;BHG-COB |
| Policy instance | 2 |
| Insurance contract or identification number | BHG-002;BHG-COB | | Number of Individuals Covered | 45 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,766 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | INSURANCE FEES | | Insurance broker name | DAVIS VISION |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0014407 |
| Policy instance | 3 |
| Insurance contract or identification number | 0014407 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,496 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | NONE |
|
| HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
| Policy contract number | 099305, 099304 |
| Policy instance | 1 |
| Insurance contract or identification number | 099305, 099304 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $9,603 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $415,196 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,603 | | Insurance broker organization code? | 3 | | Insurance broker name | LONGFELLOW FINANCIAL LLC |
|
