Logo

PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 401k Plan overview

Plan NamePLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN
Plan identification number 501

PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE UA LOCAL UNION NO. HEALTH & WEFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE UA LOCAL UNION NO. HEALTH & WEFARE PLAN
Employer identification number (EIN):050498023
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01DIANE RAULINO DIANE RAULINO2019-02-13
5012016-05-01DIANE RAULINO DIANE RAULINO2018-02-12
5012015-05-01DIANE RAULINO DIANE RAULINO2017-02-15
5012014-05-01DIANE RAULINO DIANE RAULINO2016-02-16
5012013-05-01DIANE RAULINO DIANE RAULINO2015-02-16
5012012-05-01DIANE RAULINO DIANE RAULINO2014-02-12
5012011-05-01DIANE RAULINO DIANE RAULINO2013-02-15
5012009-05-01DIANE RAULINO

Plan Statistics for PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN

401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN

Measure Date Value
2021: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-011,019
Total number of active participants reported on line 7a of the Form 55002021-05-01574
Number of retired or separated participants receiving benefits2021-05-01366
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01940
Total participants2021-05-01940
Number of employers contributing to the scheme2021-05-0163
2020: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-011,039
Total number of active participants reported on line 7a of the Form 55002020-05-01597
Number of retired or separated participants receiving benefits2020-05-01422
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-011,019
Total participants2020-05-011,019
Number of employers contributing to the scheme2020-05-0168
2019: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-011,021
Total number of active participants reported on line 7a of the Form 55002019-05-01606
Number of retired or separated participants receiving benefits2019-05-01433
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-011,039
Total participants2019-05-011,039
Number of employers contributing to the scheme2019-05-0167
2018: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01964
Total number of active participants reported on line 7a of the Form 55002018-05-01604
Number of retired or separated participants receiving benefits2018-05-01417
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-011,021
Total participants2018-05-011,021
Number of employers contributing to the scheme2018-05-0163
2017: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01959
Total number of active participants reported on line 7a of the Form 55002017-05-01541
Number of retired or separated participants receiving benefits2017-05-01423
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01964
Total participants2017-05-01964
Number of employers contributing to the scheme2017-05-0159
2016: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01940
Total number of active participants reported on line 7a of the Form 55002016-05-01541
Number of retired or separated participants receiving benefits2016-05-01418
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01959
Total participants2016-05-01959
Number of employers contributing to the scheme2016-05-0160
2015: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01945
Total number of active participants reported on line 7a of the Form 55002015-05-01516
Number of retired or separated participants receiving benefits2015-05-01424
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01940
Total participants2015-05-01940
Number of employers contributing to the scheme2015-05-0164
2014: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01946
Total number of active participants reported on line 7a of the Form 55002014-05-01502
Number of retired or separated participants receiving benefits2014-05-01443
Total of all active and inactive participants2014-05-01945
Total participants2014-05-01945
Number of employers contributing to the scheme2014-05-0156
2013: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-011,053
Total number of active participants reported on line 7a of the Form 55002013-05-01502
Number of retired or separated participants receiving benefits2013-05-01444
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-01946
Total participants2013-05-01946
Number of employers contributing to the scheme2013-05-0159
2012: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-011,024
Total number of active participants reported on line 7a of the Form 55002012-05-01572
Number of retired or separated participants receiving benefits2012-05-01481
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-011,053
Total participants2012-05-011,053
Number of employers contributing to the scheme2012-05-0157
2011: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01943
Total number of active participants reported on line 7a of the Form 55002011-05-01623
Number of retired or separated participants receiving benefits2011-05-01401
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-011,024
Total participants2011-05-011,024
Number of employers contributing to the scheme2011-05-0167
2009: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-011,050
Total number of active participants reported on line 7a of the Form 55002009-05-01702
Number of retired or separated participants receiving benefits2009-05-01305
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-011,007

Financial Data on PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN

Measure Date Value
2022 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$11,850,858
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,332,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,728,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,918,969
Value of total assets at end of year2022-12-31$16,115,500
Value of total assets at beginning of year2022-12-31$17,597,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$604,313
Total interest from all sources2022-12-31$667
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$501,853
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$501,853
Administrative expenses professional fees incurred2022-12-31$155,811
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
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$749,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$9,384
Administrative expenses (other) incurred2022-12-31$418,002
Total non interest bearing cash at end of year2022-12-31$1,061,196
Total non interest bearing cash at beginning of year2022-12-31$958,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,481,821
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,115,500
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,597,321
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$30,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,939,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,165,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$114,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$463,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$463,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$667
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$12,728,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-570,631
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$11,168,985
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$1,125,500
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,125,500
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WARD, FISHER & COMPANY, LLP
Accountancy firm EIN2022-12-31050234540
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-37,311
Total unrealized appreciation/depreciation of assets2022-04-30$-37,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$10,993,987
Total loss/gain on sale of assets2022-04-30$274,109
Total of all expenses incurred2022-04-30$12,953,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$12,315,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$12,121,716
Value of total assets at end of year2022-04-30$17,597,321
Value of total assets at beginning of year2022-04-30$19,556,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$638,531
Total interest from all sources2022-04-30$197,614
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$306,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$306,093
Administrative expenses professional fees incurred2022-04-30$114,690
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$2,500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$815,341
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$9,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$9,384
Other income not declared elsewhere2022-04-30$24,973
Administrative expenses (other) incurred2022-04-30$462,925
Total non interest bearing cash at end of year2022-04-30$958,718
Total non interest bearing cash at beginning of year2022-04-30$1,222,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Income. Non cash contributions2022-04-30$0
Value of net income/loss2022-04-30$-1,959,562
Value of net assets at end of year (total assets less liabilities)2022-04-30$17,597,321
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$19,556,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$60,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$16,165,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$7,716,229
Interest earned on other investments2022-04-30$4,559
Income. Interest from US Government securities2022-04-30$101,416
Income. Interest from corporate debt instruments2022-04-30$91,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$463,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$519,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$519,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$228
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$12,315,018
Asset value of US Government securities at beginning of year2022-04-30$6,221,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-1,893,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$11,306,375
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$3,868,550
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$24,697,612
Aggregate carrying amount (costs) on sale of assets2022-04-30$24,423,503
Opinion of an independent qualified public accountant for this plan2022-04-30Disclaimer
Accountancy firm name2022-04-30WARD, FISHER & COMPANY, LLP
Accountancy firm EIN2022-04-30050234540
2021 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-337,054
Total unrealized appreciation/depreciation of assets2021-04-30$-337,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total income from all sources (including contributions)2021-04-30$13,723,539
Total loss/gain on sale of assets2021-04-30$339,498
Total of all expenses incurred2021-04-30$12,430,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$11,773,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$11,772,635
Value of total assets at end of year2021-04-30$19,556,883
Value of total assets at beginning of year2021-04-30$18,264,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$657,473
Total interest from all sources2021-04-30$259,662
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$177,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$177,039
Administrative expenses professional fees incurred2021-04-30$118,885
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$2,500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$914,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$9,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$9,384
Administrative expenses (other) incurred2021-04-30$467,847
Total non interest bearing cash at end of year2021-04-30$1,222,054
Total non interest bearing cash at beginning of year2021-04-30$782,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$1,292,877
Value of net assets at end of year (total assets less liabilities)2021-04-30$19,556,883
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$18,264,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$70,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$7,716,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$6,515,923
Interest earned on other investments2021-04-30$10,931
Income. Interest from US Government securities2021-04-30$123,972
Income. Interest from corporate debt instruments2021-04-30$124,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$519,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$684,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$684,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$311
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$11,773,189
Asset value of US Government securities at end of year2021-04-30$6,221,579
Asset value of US Government securities at beginning of year2021-04-30$6,016,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$1,511,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$10,858,243
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$3,868,550
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$4,255,375
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$32,055,600
Aggregate carrying amount (costs) on sale of assets2021-04-30$31,716,102
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30WARD, FISHER, & COMPANY, LLC
Accountancy firm EIN2021-04-30050234540
2020 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$357,964
Total unrealized appreciation/depreciation of assets2020-04-30$357,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total income from all sources (including contributions)2020-04-30$12,936,760
Total loss/gain on sale of assets2020-04-30$198,837
Total of all expenses incurred2020-04-30$12,664,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$12,013,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$12,221,980
Value of total assets at end of year2020-04-30$18,264,006
Value of total assets at beginning of year2020-04-30$17,992,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$651,946
Total interest from all sources2020-04-30$281,817
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$192,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$192,974
Administrative expenses professional fees incurred2020-04-30$116,373
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$2,500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$880,154
Administrative expenses (other) incurred2020-04-30$469,737
Total non interest bearing cash at end of year2020-04-30$782,372
Total non interest bearing cash at beginning of year2020-04-30$1,123,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$271,785
Value of net assets at end of year (total assets less liabilities)2020-04-30$18,264,006
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$17,992,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$65,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$6,515,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$6,464,761
Interest earned on other investments2020-04-30$16,686
Income. Interest from US Government securities2020-04-30$130,316
Income. Interest from corporate debt instruments2020-04-30$126,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$684,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$1,211,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$1,211,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$8,344
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$12,013,029
Asset value of US Government securities at end of year2020-04-30$6,016,142
Asset value of US Government securities at beginning of year2020-04-30$4,589,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-316,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$11,341,826
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$4,255,375
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$4,594,001
Contract administrator fees2020-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$9,384
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$9,384
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$22,176,695
Aggregate carrying amount (costs) on sale of assets2020-04-30$21,977,858
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30WARD, FISHER & COMPANY, LLP
Accountancy firm EIN2020-04-30050234540
2019 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$243,496
Total unrealized appreciation/depreciation of assets2019-04-30$243,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$13,405,959
Total loss/gain on sale of assets2019-04-30$-93,107
Total of all expenses incurred2019-04-30$12,299,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$11,601,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$12,591,969
Value of total assets at end of year2019-04-30$17,992,221
Value of total assets at beginning of year2019-04-30$16,885,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$698,158
Total interest from all sources2019-04-30$280,587
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$195,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$195,537
Administrative expenses professional fees incurred2019-04-30$112,652
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$2,500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$926,401
Administrative expenses (other) incurred2019-04-30$525,506
Total non interest bearing cash at end of year2019-04-30$1,123,080
Total non interest bearing cash at beginning of year2019-04-30$1,536,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$1,106,352
Value of net assets at end of year (total assets less liabilities)2019-04-30$17,992,221
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$16,885,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$6,464,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$6,081,747
Interest earned on other investments2019-04-30$13,196
Income. Interest from US Government securities2019-04-30$145,806
Income. Interest from corporate debt instruments2019-04-30$116,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$1,211,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$514,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$514,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$5,168
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$11,601,449
Asset value of US Government securities at end of year2019-04-30$4,589,455
Asset value of US Government securities at beginning of year2019-04-30$4,897,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$187,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$11,665,568
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$4,594,001
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$3,854,522
Contract administrator fees2019-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$9,384
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$18,840,148
Aggregate carrying amount (costs) on sale of assets2019-04-30$18,933,255
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30WARD, FISHER & COMPANY, LLP
Accountancy firm EIN2019-04-30050234540
2018 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-167,582
Total unrealized appreciation/depreciation of assets2018-04-30$-167,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$11,667,744
Total loss/gain on sale of assets2018-04-30$-183,566
Total of all expenses incurred2018-04-30$11,155,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$10,643,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$11,306,339
Value of total assets at end of year2018-04-30$16,885,869
Value of total assets at beginning of year2018-04-30$16,373,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$511,594
Total interest from all sources2018-04-30$229,495
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$192,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$192,251
Administrative expenses professional fees incurred2018-04-30$105,041
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$2,500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$990,865
Administrative expenses (other) incurred2018-04-30$346,654
Total non interest bearing cash at end of year2018-04-30$1,536,883
Total non interest bearing cash at beginning of year2018-04-30$1,863,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$512,163
Value of net assets at end of year (total assets less liabilities)2018-04-30$16,885,869
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$16,373,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$59,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$6,081,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$6,273,691
Interest earned on other investments2018-04-30$3,948
Income. Interest from US Government securities2018-04-30$104,326
Income. Interest from corporate debt instruments2018-04-30$118,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$514,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$1,627,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$1,627,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$2,748
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$10,643,987
Asset value of US Government securities at end of year2018-04-30$4,897,735
Asset value of US Government securities at beginning of year2018-04-30$3,467,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$290,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$10,315,474
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$3,854,522
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$3,141,019
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$19,424,674
Aggregate carrying amount (costs) on sale of assets2018-04-30$19,608,240
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30WAR, FISHER & COMPANY, LLP
Accountancy firm EIN2018-04-30050234540
2017 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$-87,341
Total unrealized appreciation/depreciation of assets2017-04-30$-87,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$12,579,216
Total loss/gain on sale of assets2017-04-30$-99,298
Total of all expenses incurred2017-04-30$10,613,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$10,091,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$11,963,261
Value of total assets at end of year2017-04-30$16,373,706
Value of total assets at beginning of year2017-04-30$14,408,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$522,231
Total interest from all sources2017-04-30$224,234
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$188,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$188,574
Administrative expenses professional fees incurred2017-04-30$131,542
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$2,500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$1,057,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$0
Administrative expenses (other) incurred2017-04-30$340,138
Total non interest bearing cash at end of year2017-04-30$1,863,946
Total non interest bearing cash at beginning of year2017-04-30$2,413,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,965,604
Value of net assets at end of year (total assets less liabilities)2017-04-30$16,373,706
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$14,408,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$50,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$6,273,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$5,070,331
Interest earned on other investments2017-04-30$2,834
Income. Interest from US Government securities2017-04-30$127,817
Income. Interest from corporate debt instruments2017-04-30$88,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$1,627,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$797,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$797,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$5,479
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$10,091,381
Asset value of US Government securities at end of year2017-04-30$3,467,383
Asset value of US Government securities at beginning of year2017-04-30$3,647,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$389,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$10,905,988
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$3,141,019
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$2,478,968
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$14,541,256
Aggregate carrying amount (costs) on sale of assets2017-04-30$14,640,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30WARD, FISHER, & COMPANY LLP
Accountancy firm EIN2017-04-30050234540
2016 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$52,450
Total unrealized appreciation/depreciation of assets2016-04-30$52,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$11,161,160
Total loss/gain on sale of assets2016-04-30$-93,070
Total of all expenses incurred2016-04-30$9,799,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$9,327,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$11,113,097
Value of total assets at end of year2016-04-30$14,408,102
Value of total assets at beginning of year2016-04-30$13,046,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$472,921
Total interest from all sources2016-04-30$163,551
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$134,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$134,942
Administrative expenses professional fees incurred2016-04-30$117,252
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$2,500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$1,029,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$0
Administrative expenses (other) incurred2016-04-30$307,962
Total non interest bearing cash at end of year2016-04-30$2,413,181
Total non interest bearing cash at beginning of year2016-04-30$3,729,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$1,361,165
Value of net assets at end of year (total assets less liabilities)2016-04-30$14,408,102
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$13,046,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$47,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$5,070,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$5,145,211
Interest earned on other investments2016-04-30$5,230
Income. Interest from US Government securities2016-04-30$88,730
Income. Interest from corporate debt instruments2016-04-30$68,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$797,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$144,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$144,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$1,440
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$9,327,074
Asset value of US Government securities at end of year2016-04-30$3,647,816
Asset value of US Government securities at beginning of year2016-04-30$2,498,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-209,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$10,083,126
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$2,478,968
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$1,529,722
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$46
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$17,756,639
Aggregate carrying amount (costs) on sale of assets2016-04-30$17,849,709
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30WARD, FISHER, & COMPANY LLP
Accountancy firm EIN2016-04-30050234540
2015 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$-28,796
Total unrealized appreciation/depreciation of assets2015-04-30$-28,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$117,404
Total income from all sources (including contributions)2015-04-30$11,381,652
Total loss/gain on sale of assets2015-04-30$22,849
Total of all expenses incurred2015-04-30$9,409,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$8,916,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$10,999,110
Value of total assets at end of year2015-04-30$13,046,937
Value of total assets at beginning of year2015-04-30$11,192,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$492,749
Total interest from all sources2015-04-30$109,919
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$135,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$135,747
Administrative expenses professional fees incurred2015-04-30$126,836
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$2,500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$1,100,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$117,404
Administrative expenses (other) incurred2015-04-30$327,266
Total non interest bearing cash at end of year2015-04-30$3,729,127
Total non interest bearing cash at beginning of year2015-04-30$3,477,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$1,971,944
Value of net assets at end of year (total assets less liabilities)2015-04-30$13,046,937
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$11,074,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$38,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$5,145,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$2,113,208
Interest earned on other investments2015-04-30$6,972
Income. Interest from US Government securities2015-04-30$59,593
Income. Interest from corporate debt instruments2015-04-30$40,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$144,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$2,802,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$2,802,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$2,784
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$8,916,959
Asset value of US Government securities at end of year2015-04-30$2,498,269
Asset value of US Government securities at beginning of year2015-04-30$1,815,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$142,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$9,898,938
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$1,529,722
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$983,252
Contract administrator fees2015-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$46
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$602
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$11,751,571
Aggregate carrying amount (costs) on sale of assets2015-04-30$11,728,722
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30WARD, FISHER, & COMPANY LLP
Accountancy firm EIN2015-04-30050234540
2014 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-69,278
Total unrealized appreciation/depreciation of assets2014-04-30$-69,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$117,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$11,529,952
Total loss/gain on sale of assets2014-04-30$-73,357
Total of all expenses incurred2014-04-30$9,689,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$9,197,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$10,860,778
Value of total assets at end of year2014-04-30$11,192,397
Value of total assets at beginning of year2014-04-30$9,234,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$491,035
Total interest from all sources2014-04-30$102,576
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$41,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$41,189
Administrative expenses professional fees incurred2014-04-30$127,402
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$2,500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$1,224,083
Assets. Other investments not covered elsewhere at end of year2014-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$117,404
Other income not declared elsewhere2014-04-30$500,056
Administrative expenses (other) incurred2014-04-30$325,585
Total non interest bearing cash at end of year2014-04-30$3,477,493
Total non interest bearing cash at beginning of year2014-04-30$2,991,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$1,840,921
Value of net assets at end of year (total assets less liabilities)2014-04-30$11,074,993
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$9,234,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$38,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$2,113,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$1,271,636
Interest earned on other investments2014-04-30$6,074
Income. Interest from US Government securities2014-04-30$56,997
Income. Interest from corporate debt instruments2014-04-30$31,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$2,802,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$2,003,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$2,003,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$8,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$0
Asset value of US Government securities at end of year2014-04-30$1,815,366
Asset value of US Government securities at beginning of year2014-04-30$2,031,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$167,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$9,636,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$9,197,996
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$983,252
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$934,809
Contract administrator fees2014-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$602
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$1,157
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$7,395,748
Aggregate carrying amount (costs) on sale of assets2014-04-30$7,469,105
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30WARD, FISHER, & COMPANY LLP
Accountancy firm EIN2014-04-30050234540
2013 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$-61,266
Total unrealized appreciation/depreciation of assets2013-04-30$-61,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$11,195,177
Total loss/gain on sale of assets2013-04-30$55,510
Total of all expenses incurred2013-04-30$10,167,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$9,779,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$10,926,342
Value of total assets at end of year2013-04-30$9,234,072
Value of total assets at beginning of year2013-04-30$8,206,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$387,546
Total interest from all sources2013-04-30$114,809
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$13,781
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$13,781
Administrative expenses professional fees incurred2013-04-30$128,682
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$2,500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$1,284,927
Assets. Other investments not covered elsewhere at end of year2013-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$0
Administrative expenses (other) incurred2013-04-30$218,450
Total non interest bearing cash at end of year2013-04-30$2,991,199
Total non interest bearing cash at beginning of year2013-04-30$2,290,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$1,027,821
Value of net assets at end of year (total assets less liabilities)2013-04-30$9,234,072
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$8,206,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$40,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$1,271,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$1,098,318
Interest earned on other investments2013-04-30$22,548
Income. Interest from US Government securities2013-04-30$55,078
Income. Interest from corporate debt instruments2013-04-30$31,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$2,003,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$1,722,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$1,722,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$5,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$0
Asset value of US Government securities at end of year2013-04-30$2,031,869
Asset value of US Government securities at beginning of year2013-04-30$1,917,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$146,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$9,641,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$9,779,810
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$934,809
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$1,177,859
Contract administrator fees2013-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$1,157
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$0
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$7,332,747
Aggregate carrying amount (costs) on sale of assets2013-04-30$7,277,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30WARD, FISHER, & COMPANY, LLP
Accountancy firm EIN2013-04-30050234540
2012 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$40,258
Total unrealized appreciation/depreciation of assets2012-04-30$40,258
Total income from all sources (including contributions)2012-04-30$12,321,631
Total loss/gain on sale of assets2012-04-30$30,179
Total of all expenses incurred2012-04-30$10,523,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$10,147,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$11,982,223
Value of total assets at end of year2012-04-30$8,206,251
Value of total assets at beginning of year2012-04-30$6,408,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$375,743
Total interest from all sources2012-04-30$108,179
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$23,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$23,222
Administrative expenses professional fees incurred2012-04-30$124,759
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$2,500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$1,268,946
Assets. Other investments not covered elsewhere at end of year2012-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$1,026,250
Other income not declared elsewhere2012-04-30$137,570
Administrative expenses (other) incurred2012-04-30$211,033
Total non interest bearing cash at end of year2012-04-30$2,290,266
Total non interest bearing cash at beginning of year2012-04-30$399,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,798,136
Value of net assets at end of year (total assets less liabilities)2012-04-30$8,206,251
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$6,408,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$39,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$1,098,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$1,116,496
Interest earned on other investments2012-04-30$9,302
Income. Interest from US Government securities2012-04-30$57,647
Income. Interest from corporate debt instruments2012-04-30$36,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,722,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$997,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$997,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$4,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$0
Asset value of US Government securities at end of year2012-04-30$1,917,751
Asset value of US Government securities at beginning of year2012-04-30$1,664,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$10,713,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$10,147,752
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$1,177,859
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$1,204,358
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$6,153,674
Aggregate carrying amount (costs) on sale of assets2012-04-30$6,123,495
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WARD, FISHER, & COMPANY, LLP
Accountancy firm EIN2012-04-30050234540
2011 : PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$90,864
Total unrealized appreciation/depreciation of assets2011-04-30$90,864
Total income from all sources (including contributions)2011-04-30$12,108,661
Total loss/gain on sale of assets2011-04-30$54,410
Total of all expenses incurred2011-04-30$11,576,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$11,242,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$10,383,820
Value of total assets at end of year2011-04-30$6,408,115
Value of total assets at beginning of year2011-04-30$5,875,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$333,256
Total interest from all sources2011-04-30$104,188
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$20,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$126,325
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$10,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$1,307,420
Assets. Other investments not covered elsewhere at end of year2011-04-30$1,026,250
Other income not declared elsewhere2011-04-30$1,455,205
Administrative expenses (other) incurred2011-04-30$206,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$532,561
Value of net assets at end of year (total assets less liabilities)2011-04-30$6,408,115
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$5,875,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$1,116,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$1,188,688
Interest earned on other investments2011-04-30$7,789
Income. Interest from US Government securities2011-04-30$49,122
Income. Interest from corporate debt instruments2011-04-30$43,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$1,396,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$2,083,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$2,083,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$3,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$0
Asset value of US Government securities at end of year2011-04-30$1,664,022
Asset value of US Government securities at beginning of year2011-04-30$1,862,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$9,076,400
Income. Dividends from common stock2011-04-30$20,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$11,242,844
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$1,204,358
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$741,338
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$8,181,455
Aggregate carrying amount (costs) on sale of assets2011-04-30$8,127,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WARD FISHER CO
Accountancy firm EIN2011-04-30050234540

Form 5500 Responses for PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN

2021: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & PIPEFITTERS LOCAL UNION 51 HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY8E 001 002 003
Policy instance 6
Insurance contract or identification numberY8E 001 002 003
Number of Individuals Covered1510
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $81,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5374419
Policy instance 5
Insurance contract or identification number5374419
Number of Individuals Covered902
Insurance policy start date2023-01-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $32,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number7051
Policy instance 4
Insurance contract or identification number7051
Number of Individuals Covered1718
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4325668
Policy instance 3
Insurance contract or identification numberE4325668
Number of Individuals Covered144
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $12,133
Total amount of fees paid to insurance companyUSD $366
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $124,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $288
Insurance broker organization code?3
Amount paid for insurance broker fees326
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 2
Insurance contract or identification number001000955
Number of Individuals Covered1920
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,899,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3291
Policy instance 1
Insurance contract or identification numberG3291
Number of Individuals Covered949
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $5,756
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $115,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,756
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFULLFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3291
Policy instance 1
Insurance contract or identification numberG3291
Number of Individuals Covered896
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $5,706
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $114,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,706
Additional information about fees paid to insurance brokerFULLFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 2
Insurance contract or identification number001000955
Number of Individuals Covered1893
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,207,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4325668
Policy instance 3
Insurance contract or identification numberE4325668
Number of Individuals Covered154
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $17,177
Total amount of fees paid to insurance companyUSD $651
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $128,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,039
Insurance broker organization code?3
Amount paid for insurance broker fees651
DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number7051
Policy instance 4
Insurance contract or identification number7051
Number of Individuals Covered1699
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY8E001002003
Policy instance 5
Insurance contract or identification numberY8E001002003
Number of Individuals Covered1458
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $76,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number7051
Policy instance 5
Insurance contract or identification number7051
Number of Individuals Covered1715
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY8E001002003
Policy instance 4
Insurance contract or identification numberY8E001002003
Number of Individuals Covered1470
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $75,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4325668
Policy instance 3
Insurance contract or identification numberE4325668
Number of Individuals Covered146
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $21,749
Total amount of fees paid to insurance companyUSD $1,763
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $112,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,170
Amount paid for insurance broker fees366
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 2
Insurance contract or identification number001000955
Number of Individuals Covered1899
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,995,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3291
Policy instance 1
Insurance contract or identification numberG3291
Number of Individuals Covered907
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $5,937
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $118,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,937
Additional information about fees paid to insurance brokerFULFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY8E 001 002 003
Policy instance 6
Insurance contract or identification numberY8E 001 002 003
Number of Individuals Covered1514
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $77,376
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 5
Insurance contract or identification number001000955
Number of Individuals Covered1724
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number7051
Policy instance 4
Insurance contract or identification number7051
Number of Individuals Covered1720
Insurance policy start date2019-06-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE325668
Policy instance 3
Insurance contract or identification numberE325668
Number of Individuals Covered128
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $17,003
Total amount of fees paid to insurance companyUSD $1,270
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $99,092
Commission paid to Insurance BrokerUSD $14,837
Amount paid for insurance broker fees256
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 2
Insurance contract or identification number001000955
Number of Individuals Covered1945
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,865,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3291
Policy instance 1
Insurance contract or identification numberG3291
Number of Individuals Covered923
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $5,952
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $119,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,952
Additional information about fees paid to insurance brokerFULLFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3291
Policy instance 1
Insurance contract or identification numberG3291
Number of Individuals Covered879
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $5,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $110,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,538
Additional information about fees paid to insurance brokerFULLFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 2
Insurance contract or identification number001000955
Number of Individuals Covered1974
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,581,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4325668
Policy instance 3
Insurance contract or identification numberE4325668
Number of Individuals Covered115
Insurance policy start date2017-09-01
Insurance policy end date2018-08-30
Total amount of commissions paid to insurance brokerUSD $22,862
Total amount of fees paid to insurance companyUSD $2,698
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $102,555
Commission paid to Insurance BrokerUSD $12,581
Amount paid for insurance broker fees275
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 4
Insurance contract or identification number001000955
Number of Individuals Covered1729
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 4
Insurance contract or identification number001000955
Number of Individuals Covered1586
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4325668
Policy instance 3
Insurance contract or identification numberE4325668
Number of Individuals Covered120
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $15,813
Total amount of fees paid to insurance companyUSD $2,519
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $68,647
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 )
Policy contract number001000955
Policy instance 2
Insurance contract or identification number001000955
Number of Individuals Covered1843
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,679,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3291
Policy instance 1
Insurance contract or identification numberG3291
Number of Individuals Covered867
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $5,417
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $108,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1