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MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameMASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN
Plan identification number 501

MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 TRUST FUND
Employer identification number (EIN):043240891
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01JOHN MAGNER2024-10-08
5012022-01-01JOHN MAGNER2023-10-16
5012021-01-01JOHN MAGNER2022-10-13
5012020-01-01JOHN MAGNER2021-10-14
5012019-01-01THOMAS THIBEAULT2020-10-13
5012018-01-01JOHN MAGNER2019-10-15
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01RICHARD J SERGI
5012011-01-01RICHARD J SERGI
5012009-01-01RICHARD J SERGI

Plan Statistics for MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN

Measure Date Value
2023: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01465
Total number of active participants reported on line 7a of the Form 55002023-01-01461
Total of all active and inactive participants2023-01-01461
Number of employers contributing to the scheme2023-01-0117
2022: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01391
Total number of active participants reported on line 7a of the Form 55002022-01-01465
Total of all active and inactive participants2022-01-01465
Number of employers contributing to the scheme2022-01-0118
2021: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01351
Total number of active participants reported on line 7a of the Form 55002021-01-01391
Total of all active and inactive participants2021-01-01391
Number of employers contributing to the scheme2021-01-0118
2020: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01351
Total of all active and inactive participants2020-01-01351
Number of employers contributing to the scheme2020-01-0115
2019: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01317
Total of all active and inactive participants2019-01-01317
Number of employers contributing to the scheme2019-01-0115
2018: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01427
Total number of active participants reported on line 7a of the Form 55002018-01-01284
Total of all active and inactive participants2018-01-01284
Number of employers contributing to the scheme2018-01-0111
2017: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01430
Total number of active participants reported on line 7a of the Form 55002017-01-01427
Total of all active and inactive participants2017-01-01427
Number of employers contributing to the scheme2017-01-0123
2016: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01427
Total number of active participants reported on line 7a of the Form 55002016-01-01430
Total of all active and inactive participants2016-01-01430
Number of employers contributing to the scheme2016-01-0123
2015: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01435
Total number of active participants reported on line 7a of the Form 55002015-01-01427
Total of all active and inactive participants2015-01-01427
Number of employers contributing to the scheme2015-01-0123
2014: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01477
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Total of all active and inactive participants2014-01-01435
Number of employers contributing to the scheme2014-01-0122
2013: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01516
Total number of active participants reported on line 7a of the Form 55002013-01-01477
Total of all active and inactive participants2013-01-01477
Number of employers contributing to the scheme2013-01-0121
2012: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01490
Total number of active participants reported on line 7a of the Form 55002012-01-01516
Total of all active and inactive participants2012-01-01516
Number of employers contributing to the scheme2012-01-0118
2011: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01475
Total number of active participants reported on line 7a of the Form 55002011-01-01490
Total of all active and inactive participants2011-01-01490
Number of employers contributing to the scheme2011-01-0118
2009: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01419
Total number of active participants reported on line 7a of the Form 55002009-01-01503
Total of all active and inactive participants2009-01-01503
Number of employers contributing to the scheme2009-01-0119

Financial Data on MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN

Measure Date Value
2023 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$77,972
Total unrealized appreciation/depreciation of assets2023-12-31$77,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$89,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$121,854
Total income from all sources (including contributions)2023-12-31$3,397,525
Total loss/gain on sale of assets2023-12-31$13,713
Total of all expenses incurred2023-12-31$3,073,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,856,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,969,281
Value of total assets at end of year2023-12-31$4,374,969
Value of total assets at beginning of year2023-12-31$4,083,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$217,315
Total interest from all sources2023-12-31$19,365
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$75,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$54,891
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$143,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$8,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$8,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$780
Administrative expenses (other) incurred2023-12-31$156,297
Liabilities. Value of operating payables at end of year2023-12-31$68,691
Liabilities. Value of operating payables at beginning of year2023-12-31$55,866
Total non interest bearing cash at end of year2023-12-31$146,971
Total non interest bearing cash at beginning of year2023-12-31$238,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$323,779
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,285,609
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,961,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$15,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,634,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,401,652
Income. Interest from US Government securities2023-12-31$3,597
Income. Interest from corporate debt instruments2023-12-31$12,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$645,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$784,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$784,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$3,411
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,255,018
Asset value of US Government securities at end of year2023-12-31$189,799
Asset value of US Government securities at beginning of year2023-12-31$136,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$241,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,826,078
Employer contributions (assets) at end of year2023-12-31$11,331
Employer contributions (assets) at beginning of year2023-12-31$12,823
Income. Dividends from common stock2023-12-31$20,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$601,413
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$320,602
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$306,779
Contract administrator fees2023-12-31$30,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$1,416,991
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$1,194,827
Liabilities. Value of benefit claims payable at end of year2023-12-31$20,669
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$65,208
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$271,106
Aggregate carrying amount (costs) on sale of assets2023-12-31$257,393
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2023-12-31043508036
2022 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-279,434
Total unrealized appreciation/depreciation of assets2022-12-31$-279,434
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$121,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$137,000
Total income from all sources (including contributions)2022-12-31$2,527,208
Total loss/gain on sale of assets2022-12-31$-78,687
Total of all expenses incurred2022-12-31$3,105,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,885,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,015,503
Value of total assets at end of year2022-12-31$4,083,684
Value of total assets at beginning of year2022-12-31$4,677,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$220,607
Total interest from all sources2022-12-31$13,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$65,940
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$47,694
Administrative expenses professional fees incurred2022-12-31$30,450
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$116,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$260
Administrative expenses (other) incurred2022-12-31$138,997
Liabilities. Value of operating payables at end of year2022-12-31$55,866
Liabilities. Value of operating payables at beginning of year2022-12-31$64,692
Total non interest bearing cash at end of year2022-12-31$238,686
Total non interest bearing cash at beginning of year2022-12-31$299,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-578,592
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,961,830
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,540,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,401,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,590,468
Income. Interest from US Government securities2022-12-31$1,491
Income. Interest from corporate debt instruments2022-12-31$10,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$784,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$939,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$939,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,188
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,287,412
Asset value of US Government securities at end of year2022-12-31$136,058
Asset value of US Government securities at beginning of year2022-12-31$89,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-209,661
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$2,899,039
Employer contributions (assets) at end of year2022-12-31$12,823
Employer contributions (assets) at beginning of year2022-12-31$12,003
Income. Dividends from common stock2022-12-31$18,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$597,781
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$306,779
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$325,203
Contract administrator fees2022-12-31$34,987
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$1,194,827
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,413,822
Liabilities. Value of benefit claims payable at end of year2022-12-31$65,208
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$72,048
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$379,884
Aggregate carrying amount (costs) on sale of assets2022-12-31$458,571
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 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$269,599
Total unrealized appreciation/depreciation of assets2021-12-31$269,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$137,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$85,558
Total income from all sources (including contributions)2021-12-31$3,038,514
Total loss/gain on sale of assets2021-12-31$21,186
Total of all expenses incurred2021-12-31$2,728,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,522,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,602,696
Value of total assets at end of year2021-12-31$4,677,422
Value of total assets at beginning of year2021-12-31$4,315,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,968
Total interest from all sources2021-12-31$7,685
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$52,236
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$40,775
Administrative expenses professional fees incurred2021-12-31$25,820
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$53,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$260
Administrative expenses (other) incurred2021-12-31$133,969
Liabilities. Value of operating payables at end of year2021-12-31$64,692
Liabilities. Value of operating payables at beginning of year2021-12-31$49,375
Total non interest bearing cash at end of year2021-12-31$299,344
Total non interest bearing cash at beginning of year2021-12-31$316,914
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$310,027
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,540,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,230,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,590,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,295,641
Income. Interest from US Government securities2021-12-31$90
Income. Interest from corporate debt instruments2021-12-31$6,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$939,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,530,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,530,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,114
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,003,478
Asset value of US Government securities at end of year2021-12-31$89,627
Asset value of US Government securities at beginning of year2021-12-31$50,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$85,112
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$2,549,250
Employer contributions (assets) at end of year2021-12-31$12,003
Employer contributions (assets) at beginning of year2021-12-31$9,084
Income. Dividends from common stock2021-12-31$11,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$519,041
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$325,203
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$216,903
Contract administrator fees2021-12-31$30,648
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$1,413,822
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$892,041
Liabilities. Value of benefit claims payable at end of year2021-12-31$72,048
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$35,923
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$331,008
Aggregate carrying amount (costs) on sale of assets2021-12-31$309,822
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 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$187,193
Total unrealized appreciation/depreciation of assets2020-12-31$187,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$85,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79,485
Total income from all sources (including contributions)2020-12-31$2,772,532
Total loss/gain on sale of assets2020-12-31$-36,275
Total of all expenses incurred2020-12-31$2,524,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,314,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,468,027
Value of total assets at end of year2020-12-31$4,315,953
Value of total assets at beginning of year2020-12-31$4,061,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$209,507
Total interest from all sources2020-12-31$12,219
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,197
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$18,909
Administrative expenses professional fees incurred2020-12-31$25,705
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$10,092
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$22,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$130
Administrative expenses (other) incurred2020-12-31$146,472
Liabilities. Value of operating payables at end of year2020-12-31$49,375
Liabilities. Value of operating payables at beginning of year2020-12-31$62,675
Total non interest bearing cash at end of year2020-12-31$316,914
Total non interest bearing cash at beginning of year2020-12-31$241,277
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$248,386
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,230,395
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,982,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,295,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$921,857
Income. Interest from US Government securities2020-12-31$1,449
Income. Interest from corporate debt instruments2020-12-31$7,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,530,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,631,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,631,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,562
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,950,038
Asset value of US Government securities at end of year2020-12-31$50,037
Asset value of US Government securities at beginning of year2020-12-31$125,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$111,171
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$2,445,578
Employer contributions (assets) at end of year2020-12-31$9,084
Employer contributions (assets) at beginning of year2020-12-31$39,333
Income. Dividends from preferred stock2020-12-31$283
Income. Dividends from common stock2020-12-31$11,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$364,601
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$216,903
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$252,837
Contract administrator fees2020-12-31$26,724
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$892,041
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$823,485
Liabilities. Value of benefit claims payable at end of year2020-12-31$35,923
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$16,680
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$469,829
Aggregate carrying amount (costs) on sale of assets2020-12-31$506,104
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 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$207,651
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$207,651
Total unrealized appreciation/depreciation of assets2019-12-31$207,651
Total unrealized appreciation/depreciation of assets2019-12-31$207,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,665
Total income from all sources (including contributions)2019-12-31$2,645,154
Total income from all sources (including contributions)2019-12-31$2,645,154
Total loss/gain on sale of assets2019-12-31$42,921
Total loss/gain on sale of assets2019-12-31$42,921
Total of all expenses incurred2019-12-31$2,407,182
Total of all expenses incurred2019-12-31$2,407,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,185,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,185,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,257,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,257,934
Value of total assets at end of year2019-12-31$4,061,494
Value of total assets at end of year2019-12-31$4,061,494
Value of total assets at beginning of year2019-12-31$3,804,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$221,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$221,720
Total interest from all sources2019-12-31$24,881
Total interest from all sources2019-12-31$24,881
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$33,684
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$33,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$20,034
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$20,034
Administrative expenses professional fees incurred2019-12-31$42,142
Administrative expenses professional fees incurred2019-12-31$42,142
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$10,092
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$10,092
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$9,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$9,040
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,660
Contributions received from participants2019-12-31$4,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$130
Administrative expenses (other) incurred2019-12-31$150,886
Administrative expenses (other) incurred2019-12-31$150,886
Liabilities. Value of operating payables at end of year2019-12-31$62,675
Liabilities. Value of operating payables at end of year2019-12-31$62,675
Liabilities. Value of operating payables at beginning of year2019-12-31$36,165
Liabilities. Value of operating payables at beginning of year2019-12-31$36,165
Total non interest bearing cash at end of year2019-12-31$241,277
Total non interest bearing cash at end of year2019-12-31$241,277
Total non interest bearing cash at beginning of year2019-12-31$249,250
Total non interest bearing cash at beginning of year2019-12-31$249,250
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
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$237,972
Value of net income/loss2019-12-31$237,972
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,982,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,982,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,744,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,744,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,811
Investment advisory and management fees2019-12-31$9,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$921,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$921,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$730,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$730,518
Income. Interest from US Government securities2019-12-31$2,673
Income. Interest from US Government securities2019-12-31$2,673
Income. Interest from corporate debt instruments2019-12-31$6,557
Income. Interest from corporate debt instruments2019-12-31$6,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,631,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,631,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,750,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,750,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,750,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,750,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,651
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,760,209
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,760,209
Asset value of US Government securities at end of year2019-12-31$125,591
Asset value of US Government securities at end of year2019-12-31$125,591
Asset value of US Government securities at beginning of year2019-12-31$92,706
Asset value of US Government securities at beginning of year2019-12-31$92,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,253,274
Contributions received in cash from employer2019-12-31$2,253,274
Employer contributions (assets) at end of year2019-12-31$39,333
Employer contributions (assets) at end of year2019-12-31$39,333
Employer contributions (assets) at beginning of year2019-12-31$46,222
Employer contributions (assets) at beginning of year2019-12-31$46,222
Income. Dividends from preferred stock2019-12-31$403
Income. Dividends from preferred stock2019-12-31$403
Income. Dividends from common stock2019-12-31$13,247
Income. Dividends from common stock2019-12-31$13,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$425,253
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$252,837
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$252,837
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$227,457
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$227,457
Contract administrator fees2019-12-31$18,881
Contract administrator fees2019-12-31$18,881
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
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$823,485
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$823,485
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$691,723
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$691,723
Liabilities. Value of benefit claims payable at end of year2019-12-31$16,680
Liabilities. Value of benefit claims payable at end of year2019-12-31$16,680
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$24,500
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$24,500
Did the plan have assets held for investment2019-12-31Yes
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
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
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$619,838
Aggregate proceeds on sale of assets2019-12-31$619,838
Aggregate carrying amount (costs) on sale of assets2019-12-31$576,917
Aggregate carrying amount (costs) on sale of assets2019-12-31$576,917
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MANZI & ASSOCIATES LLC
Accountancy firm name2019-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2019-12-31043508036
Accountancy firm EIN2019-12-31043508036
2018 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-61,708
Total unrealized appreciation/depreciation of assets2018-12-31$-61,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$60,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$152,023
Total income from all sources (including contributions)2018-12-31$1,924,568
Total loss/gain on sale of assets2018-12-31$-6,467
Total of all expenses incurred2018-12-31$2,206,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,022,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,988,254
Value of total assets at end of year2018-12-31$3,804,702
Value of total assets at beginning of year2018-12-31$4,177,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,812
Total interest from all sources2018-12-31$30,444
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$26,440
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$13,362
Administrative expenses professional fees incurred2018-12-31$45,127
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$9,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$10,084
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
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$5,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$167,556
Administrative expenses (other) incurred2018-12-31$116,498
Liabilities. Value of operating payables at end of year2018-12-31$36,165
Liabilities. Value of operating payables at beginning of year2018-12-31$115,023
Total non interest bearing cash at end of year2018-12-31$249,250
Total non interest bearing cash at beginning of year2018-12-31$2,534,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-281,597
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,744,037
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,025,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$730,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$383,570
Income. Interest from US Government securities2018-12-31$1,121
Income. Interest from corporate debt instruments2018-12-31$10,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,750,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$135,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$135,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$18,599
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,740,844
Asset value of US Government securities at end of year2018-12-31$92,706
Asset value of US Government securities at beginning of year2018-12-31$63,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-52,395
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$1,982,853
Employer contributions (assets) at end of year2018-12-31$46,222
Employer contributions (assets) at beginning of year2018-12-31$13,105
Income. Dividends from preferred stock2018-12-31$538
Income. Dividends from common stock2018-12-31$12,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$281,509
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$227,457
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$293,816
Contract administrator fees2018-12-31$13,141
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$691,723
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$575,318
Liabilities. Value of benefit claims payable at end of year2018-12-31$24,500
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$37,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$987,417
Aggregate carrying amount (costs) on sale of assets2018-12-31$993,884
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 name2018-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2018-12-31043176941
2017 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$97,634
Total unrealized appreciation/depreciation of assets2017-12-31$97,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$152,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$67,838
Total income from all sources (including contributions)2017-12-31$3,128,516
Total loss/gain on sale of assets2017-12-31$6,782
Total of all expenses incurred2017-12-31$556,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$485,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$612,164
Value of total assets at end of year2017-12-31$4,177,657
Value of total assets at beginning of year2017-12-31$1,521,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,937
Total interest from all sources2017-12-31$10,452
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,086
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$9,263
Administrative expenses professional fees incurred2017-12-31$16,295
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$10,084
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$9,040
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$167,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,961
Other income not declared elsewhere2017-12-31$2,374,000
Administrative expenses (other) incurred2017-12-31$26,718
Liabilities. Value of operating payables at end of year2017-12-31$115,023
Liabilities. Value of operating payables at beginning of year2017-12-31$21,838
Total non interest bearing cash at end of year2017-12-31$2,534,746
Total non interest bearing cash at beginning of year2017-12-31$159,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,572,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,025,634
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,453,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$383,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$380,097
Income. Interest from US Government securities2017-12-31$1,038
Income. Interest from corporate debt instruments2017-12-31$8,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$135,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$140,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$140,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$575
Asset value of US Government securities at end of year2017-12-31$63,647
Asset value of US Government securities at beginning of year2017-12-31$35,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$612,164
Employer contributions (assets) at end of year2017-12-31$13,105
Employer contributions (assets) at beginning of year2017-12-31$14,093
Income. Dividends from preferred stock2017-12-31$672
Income. Dividends from common stock2017-12-31$10,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$485,409
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$293,816
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$257,363
Contract administrator fees2017-12-31$20,826
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$575,318
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$518,244
Liabilities. Value of benefit claims payable at end of year2017-12-31$37,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$46,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$402,285
Aggregate carrying amount (costs) on sale of assets2017-12-31$395,503
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2017-12-31043176941
2016 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,922
Total unrealized appreciation/depreciation of assets2016-12-31$22,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$67,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$51,278
Total income from all sources (including contributions)2016-12-31$655,447
Total loss/gain on sale of assets2016-12-31$-14,378
Total of all expenses incurred2016-12-31$529,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$463,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$616,674
Value of total assets at end of year2016-12-31$1,521,302
Value of total assets at beginning of year2016-12-31$1,379,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,152
Total interest from all sources2016-12-31$7,969
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,360
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$7,560
Administrative expenses professional fees incurred2016-12-31$12,988
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$9,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$10,184
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,308
Administrative expenses (other) incurred2016-12-31$25,929
Liabilities. Value of operating payables at end of year2016-12-31$21,838
Liabilities. Value of operating payables at beginning of year2016-12-31$22,278
Total non interest bearing cash at end of year2016-12-31$159,322
Total non interest bearing cash at beginning of year2016-12-31$248,994
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$125,632
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,453,464
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,327,832
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$6,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$380,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$370,451
Income. Interest from US Government securities2016-12-31$223
Income. Interest from corporate debt instruments2016-12-31$7,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$140,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$146,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$146,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$21
Asset value of US Government securities at end of year2016-12-31$35,349
Asset value of US Government securities at beginning of year2016-12-31$273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$616,674
Employer contributions (assets) at end of year2016-12-31$14,093
Employer contributions (assets) at beginning of year2016-12-31$15,067
Income. Dividends from preferred stock2016-12-31$538
Income. Dividends from common stock2016-12-31$9,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$463,663
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$257,363
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$193,822
Contract administrator fees2016-12-31$20,883
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$518,244
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$388,833
Liabilities. Value of benefit claims payable at end of year2016-12-31$46,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$29,000
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$421,364
Aggregate carrying amount (costs) on sale of assets2016-12-31$435,742
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2016-12-31043176941
2015 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$5,309
Total unrealized appreciation/depreciation of assets2015-12-31$5,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,013
Total income from all sources (including contributions)2015-12-31$631,973
Total loss/gain on sale of assets2015-12-31$-10,047
Total of all expenses incurred2015-12-31$506,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$441,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$622,469
Value of total assets at end of year2015-12-31$1,379,110
Value of total assets at beginning of year2015-12-31$1,237,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,657
Total interest from all sources2015-12-31$5,560
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,903
Administrative expenses professional fees incurred2015-12-31$12,261
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$10,184
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$9,392
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,814
Administrative expenses (other) incurred2015-12-31$25,567
Liabilities. Value of operating payables at end of year2015-12-31$22,278
Liabilities. Value of operating payables at beginning of year2015-12-31$22,013
Total non interest bearing cash at end of year2015-12-31$248,994
Total non interest bearing cash at beginning of year2015-12-31$112,768
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$125,798
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,327,832
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,202,034
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$5,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$370,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$405,557
Income. Interest from US Government securities2015-12-31$17
Income. Interest from corporate debt instruments2015-12-31$5,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$146,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$231,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$231,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Asset value of US Government securities at end of year2015-12-31$273
Asset value of US Government securities at beginning of year2015-12-31$309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$622,469
Employer contributions (assets) at end of year2015-12-31$15,067
Employer contributions (assets) at beginning of year2015-12-31$12,844
Income. Dividends from preferred stock2015-12-31$403
Income. Dividends from common stock2015-12-31$7,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$441,518
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$193,822
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$134,575
Contract administrator fees2015-12-31$20,921
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$388,833
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$325,651
Liabilities. Value of benefit claims payable at end of year2015-12-31$29,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$13,000
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$244,778
Aggregate carrying amount (costs) on sale of assets2015-12-31$254,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2015-12-31043176941
2014 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$37,396
Total unrealized appreciation/depreciation of assets2014-12-31$37,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,622
Total income from all sources (including contributions)2014-12-31$652,048
Total loss/gain on sale of assets2014-12-31$-6,571
Total of all expenses incurred2014-12-31$412,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$350,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$603,246
Value of total assets at end of year2014-12-31$1,237,047
Value of total assets at beginning of year2014-12-31$1,008,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,630
Total interest from all sources2014-12-31$2,548
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,273
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$7,825
Administrative expenses professional fees incurred2014-12-31$12,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$9,392
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$7,812
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,334
Administrative expenses (other) incurred2014-12-31$25,993
Liabilities. Value of operating payables at end of year2014-12-31$22,013
Liabilities. Value of operating payables at beginning of year2014-12-31$21,622
Total non interest bearing cash at end of year2014-12-31$112,768
Total non interest bearing cash at beginning of year2014-12-31$225,021
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$239,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,202,034
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$962,109
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$4,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$405,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$353,539
Income. Interest from US Government securities2014-12-31$19
Income. Interest from corporate debt instruments2014-12-31$2,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$231,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$95,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$95,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14
Asset value of US Government securities at end of year2014-12-31$309
Asset value of US Government securities at beginning of year2014-12-31$375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,156
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$603,246
Employer contributions (assets) at end of year2014-12-31$12,844
Employer contributions (assets) at beginning of year2014-12-31$16,749
Income. Dividends from preferred stock2014-12-31$672
Income. Dividends from common stock2014-12-31$5,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$350,493
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$134,575
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$55,872
Contract administrator fees2014-12-31$19,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$325,651
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$249,950
Liabilities. Value of benefit claims payable at end of year2014-12-31$13,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$25,000
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$293,542
Aggregate carrying amount (costs) on sale of assets2014-12-31$300,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2014-12-31043176941
2013 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$46,478
Total unrealized appreciation/depreciation of assets2013-12-31$46,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,884
Total income from all sources (including contributions)2013-12-31$675,395
Total loss/gain on sale of assets2013-12-31$-1,892
Total of all expenses incurred2013-12-31$445,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$384,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$622,407
Value of total assets at end of year2013-12-31$1,008,731
Value of total assets at beginning of year2013-12-31$793,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,234
Total interest from all sources2013-12-31$1,508
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,373
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$7,079
Administrative expenses professional fees incurred2013-12-31$11,131
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$7,812
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$5,160
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,342
Administrative expenses (other) incurred2013-12-31$25,486
Liabilities. Value of operating payables at end of year2013-12-31$21,622
Liabilities. Value of operating payables at beginning of year2013-12-31$24,484
Total non interest bearing cash at end of year2013-12-31$225,021
Total non interest bearing cash at beginning of year2013-12-31$389,215
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$229,895
Value of net assets at end of year (total assets less liabilities)2013-12-31$962,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$732,214
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$3,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$353,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$220,311
Income. Interest from US Government securities2013-12-31$25
Income. Interest from corporate debt instruments2013-12-31$1,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$95,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Asset value of US Government securities at end of year2013-12-31$375
Asset value of US Government securities at beginning of year2013-12-31$494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-5,479
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$622,407
Employer contributions (assets) at end of year2013-12-31$16,749
Employer contributions (assets) at beginning of year2013-12-31$11,444
Income. Dividends from preferred stock2013-12-31$395
Income. Dividends from common stock2013-12-31$4,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$384,266
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$55,872
Contract administrator fees2013-12-31$20,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$249,950
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$134,330
Liabilities. Value of benefit claims payable at end of year2013-12-31$25,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$36,400
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$364,667
Aggregate carrying amount (costs) on sale of assets2013-12-31$366,559
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2013-12-31043176941
2012 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$11,759
Total unrealized appreciation/depreciation of assets2012-12-31$11,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,082
Total income from all sources (including contributions)2012-12-31$625,196
Total loss/gain on sale of assets2012-12-31$1,886
Total of all expenses incurred2012-12-31$434,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$382,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$596,203
Value of total assets at end of year2012-12-31$793,098
Value of total assets at beginning of year2012-12-31$627,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,213
Total interest from all sources2012-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,858
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$5,339
Administrative expenses professional fees incurred2012-12-31$10,634
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$5,160
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,922
Administrative expenses (other) incurred2012-12-31$19,950
Liabilities. Value of operating payables at end of year2012-12-31$24,484
Liabilities. Value of operating payables at beginning of year2012-12-31$22,060
Total non interest bearing cash at end of year2012-12-31$389,215
Total non interest bearing cash at beginning of year2012-12-31$234,266
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$190,705
Value of net assets at end of year (total assets less liabilities)2012-12-31$732,214
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$541,509
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$2,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$134,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$243,220
Income. Interest from US Government securities2012-12-31$32
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$43,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$43,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Asset value of US Government securities at end of year2012-12-31$494
Asset value of US Government securities at beginning of year2012-12-31$605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,455
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$596,203
Employer contributions (assets) at end of year2012-12-31$11,444
Employer contributions (assets) at beginning of year2012-12-31$18,279
Income. Dividends from preferred stock2012-12-31$151
Income. Dividends from common stock2012-12-31$3,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$382,278
Contract administrator fees2012-12-31$19,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$220,311
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$83,748
Liabilities. Value of benefit claims payable at end of year2012-12-31$36,400
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$55,100
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$114,524
Aggregate carrying amount (costs) on sale of assets2012-12-31$112,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31OBRIEN RILEY & RYAN PC
Accountancy firm EIN2012-12-31043176941
2011 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,127
Total unrealized appreciation/depreciation of assets2011-12-31$1,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$86,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$82,006
Total income from all sources (including contributions)2011-12-31$574,622
Total loss/gain on sale of assets2011-12-31$-293
Total of all expenses incurred2011-12-31$408,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$343,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$563,707
Value of total assets at end of year2011-12-31$627,591
Value of total assets at beginning of year2011-12-31$457,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,283
Total interest from all sources2011-12-31$336
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,326
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$5,325
Administrative expenses professional fees incurred2011-12-31$18,200
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,970
Administrative expenses (other) incurred2011-12-31$26,508
Liabilities. Value of operating payables at end of year2011-12-31$22,060
Liabilities. Value of operating payables at beginning of year2011-12-31$30,036
Total non interest bearing cash at end of year2011-12-31$234,266
Total non interest bearing cash at beginning of year2011-12-31$57,782
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$165,979
Value of net assets at end of year (total assets less liabilities)2011-12-31$541,509
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$375,530
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$2,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$243,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$192,583
Income. Interest from US Government securities2011-12-31$37
Income. Interest from corporate debt instruments2011-12-31$282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$43,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$172,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$172,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17
Asset value of US Government securities at end of year2011-12-31$605
Asset value of US Government securities at beginning of year2011-12-31$704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$3,419
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$563,707
Employer contributions (assets) at end of year2011-12-31$18,279
Employer contributions (assets) at beginning of year2011-12-31$18,335
Income. Dividends from common stock2011-12-31$1,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$343,360
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$10,247
Contract administrator fees2011-12-31$18,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$83,748
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,385
Liabilities. Value of benefit claims payable at end of year2011-12-31$55,100
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$25,000
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$163,486
Aggregate carrying amount (costs) on sale of assets2011-12-31$163,779
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31OBRIEN RILEY & RYAN PC
Accountancy firm EIN2011-12-31043176941
2010 : MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-16
Total unrealized appreciation/depreciation of assets2010-12-31$-16
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$82,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$86,192
Total income from all sources (including contributions)2010-12-31$539,135
Total loss/gain on sale of assets2010-12-31$71
Total of all expenses incurred2010-12-31$441,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$367,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$531,047
Value of total assets at end of year2010-12-31$457,536
Value of total assets at beginning of year2010-12-31$363,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$74,066
Total interest from all sources2010-12-31$736
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,808
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$2,685
Administrative expenses professional fees incurred2010-12-31$14,256
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,970
Administrative expenses (other) incurred2010-12-31$41,133
Liabilities. Value of operating payables at end of year2010-12-31$30,036
Liabilities. Value of operating payables at beginning of year2010-12-31$51,892
Total non interest bearing cash at end of year2010-12-31$57,782
Total non interest bearing cash at beginning of year2010-12-31$248,318
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$97,903
Value of net assets at end of year (total assets less liabilities)2010-12-31$375,530
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$277,627
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$1,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$192,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,561
Income. Interest from US Government securities2010-12-31$48
Income. Interest from corporate debt instruments2010-12-31$676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$172,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12
Asset value of US Government securities at end of year2010-12-31$704
Asset value of US Government securities at beginning of year2010-12-31$949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,489
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$531,047
Employer contributions (assets) at end of year2010-12-31$18,335
Employer contributions (assets) at beginning of year2010-12-31$18,197
Income. Dividends from common stock2010-12-31$123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$367,166
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$10,247
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$10,684
Contract administrator fees2010-12-31$17,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,385
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,076
Liabilities. Value of benefit claims payable at end of year2010-12-31$25,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$34,300
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$230,915
Aggregate carrying amount (costs) on sale of assets2010-12-31$230,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OBRIEN RILEY & RYAN PC
Accountancy firm EIN2010-12-31043176941

Form 5500 Responses for MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN

2023: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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 - TrustYes
2016: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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 - TrustYes
2015: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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 - TrustYes
2014: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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 - TrustYes
2013: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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 - TrustYes
2012: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 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 - TrustYes
2011: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MASSACHUSETTS EMPLOYERS/SEIU LOCAL 888 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGM608619
Policy instance 3
Insurance contract or identification numberSGM608619
Number of Individuals Covered79
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $384
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609213
Policy instance 2
Insurance contract or identification numberSGD609213
Number of Individuals Covered79
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,307
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,037
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 number4959461
Policy instance 1
Insurance contract or identification number4959461
Number of Individuals Covered281
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $37,308
Total amount of fees paid to insurance companyUSD $9,405
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,244,024
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 number4959461
Policy instance 1
Insurance contract or identification number4959461
Number of Individuals Covered279
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $53,541
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,265,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,541
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSDG609212
Policy instance 2
Insurance contract or identification numberSDG609212
Number of Individuals Covered77
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $936
Total amount of fees paid to insurance companyUSD $142
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $936
Insurance broker organization code?3
Amount paid for insurance broker fees142
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609213
Policy instance 3
Insurance contract or identification numberSGD609213
Number of Individuals Covered77
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,335
Total amount of fees paid to insurance companyUSD $142
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,335
Insurance broker organization code?3
Amount paid for insurance broker fees142
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGM608619
Policy instance 4
Insurance contract or identification numberSGM608619
Number of Individuals Covered77
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $397
Total amount of fees paid to insurance companyUSD $53
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $397
Insurance broker organization code?3
Amount paid for insurance broker fees53
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGM608619
Policy instance 4
Insurance contract or identification numberSGM608619
Number of Individuals Covered92
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $424
Total amount of fees paid to insurance companyUSD $53
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $424
Amount paid for insurance broker fees53
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609213
Policy instance 3
Insurance contract or identification numberSGD609213
Number of Individuals Covered92
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,424
Total amount of fees paid to insurance companyUSD $141
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,424
Insurance broker organization code?3
Amount paid for insurance broker fees141
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSDG609212
Policy instance 2
Insurance contract or identification numberSDG609212
Number of Individuals Covered92
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $948
Total amount of fees paid to insurance companyUSD $440
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $948
Insurance broker organization code?3
Amount paid for insurance broker fees440
Additional information about fees paid to insurance brokerOVERRIDE
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4959461
Policy instance 1
Insurance contract or identification number4959461
Number of Individuals Covered269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $45,876
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,980,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,876
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGM608619
Policy instance 4
Insurance contract or identification numberSGM608619
Number of Individuals Covered92
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $123
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $425
Amount paid for insurance broker fees123
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609213
Policy instance 3
Insurance contract or identification numberSGD609213
Number of Individuals Covered92
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,412
Total amount of fees paid to insurance companyUSD $344
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,412
Amount paid for insurance broker fees344
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number92
Policy instance 2
Insurance contract or identification number92
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,016
Total amount of fees paid to insurance companyUSD $1,104
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,016
Amount paid for insurance broker fees1104
Additional information about fees paid to insurance brokerOVERRIDE
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4959461
Policy instance 1
Insurance contract or identification number4959461
Number of Individuals Covered283
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $56,930
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,905,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,930
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609212
Policy instance 2
Insurance contract or identification numberSGD609212
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,550
Total amount of fees paid to insurance companyUSD $474
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,550
Amount paid for insurance broker fees474
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609213
Policy instance 3
Insurance contract or identification numberSGD609213
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,490
Total amount of fees paid to insurance companyUSD $140
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,490
Amount paid for insurance broker fees140
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGM608619
Policy instance 4
Insurance contract or identification numberSGM608619
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $54
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $425
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerOVERRIDE
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number072411
Policy instance 1
Insurance contract or identification number072411
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,568
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,714,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,129
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609212
Policy instance 2
Insurance contract or identification numberSGD609212
Number of Individuals Covered93
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,542
Total amount of fees paid to insurance companyUSD $924
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,109
Amount paid for insurance broker fees924
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGD609213
Policy instance 3
Insurance contract or identification numberSGD609213
Number of Individuals Covered93
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,400
Total amount of fees paid to insurance companyUSD $282
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,052
Amount paid for insurance broker fees282
Additional information about fees paid to insurance brokerOVERRIDE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGM608619
Policy instance 4
Insurance contract or identification numberSGM608619
Number of Individuals Covered93
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $432
Total amount of fees paid to insurance companyUSD $108
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $324
Amount paid for insurance broker fees108
Additional information about fees paid to insurance brokerOVERRIDE
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number072411
Policy instance 1
Insurance contract or identification number072411
Number of Individuals Covered187
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,283
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,696,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,207

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