CONNECTICUT PIPE TRADES HEALTH FUND C/O CT PIPE TRADES BENEFIT FUNDS A has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONNECTICUT PIPE TRADES HEALTH FUND
Measure | Date | Value |
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2022 : CONNECTICUT PIPE TRADES HEALTH FUND 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $4,267,914 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $3,733,031 |
Total income from all sources (including contributions) | 2022-06-30 | $29,049,326 |
Total loss/gain on sale of assets | 2022-06-30 | $427,468 |
Total of all expenses incurred | 2022-06-30 | $31,595,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $29,527,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $31,075,385 |
Value of total assets at end of year | 2022-06-30 | $32,683,017 |
Value of total assets at beginning of year | 2022-06-30 | $34,694,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $2,067,892 |
Total interest from all sources | 2022-06-30 | $6,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $629,864 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $629,864 |
Administrative expenses professional fees incurred | 2022-06-30 | $283,037 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $3,602,724 |
Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $183,547 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $181,181 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-06-30 | $62,375 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $1,160,301 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $2,176,982 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $291,484 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $460,379 |
Administrative expenses (other) incurred | 2022-06-30 | $150,827 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $230,430 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $104,552 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-2,546,353 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $28,415,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $30,961,456 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $80,758 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $26,250,144 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $28,035,653 |
Interest earned on other investments | 2022-06-30 | $6,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $1,396,469 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $1,221,783 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $1,221,783 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $1,412,464 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-3,090,280 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $27,472,661 |
Employer contributions (assets) at end of year | 2022-06-30 | $3,692,556 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $3,078,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $28,052,948 |
Contract administrator fees | 2022-06-30 | $1,553,270 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $3,746,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $3,168,100 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $8,145,919 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $7,718,451 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | BEERS, HAMERMAN, COHEN & BURGER |
Accountancy firm EIN | 2022-06-30 | 472514789 |
2021 : CONNECTICUT PIPE TRADES HEALTH FUND 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $3,733,031 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $4,388,970 |
Total income from all sources (including contributions) | 2021-06-30 | $30,250,246 |
Total loss/gain on sale of assets | 2021-06-30 | $879,218 |
Total of all expenses incurred | 2021-06-30 | $28,784,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $26,705,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $27,678,175 |
Value of total assets at end of year | 2021-06-30 | $34,694,487 |
Value of total assets at beginning of year | 2021-06-30 | $33,884,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $2,079,484 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $519,263 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $519,263 |
Administrative expenses professional fees incurred | 2021-06-30 | $269,184 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $3,589,042 |
Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $181,181 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $194,166 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-06-30 | $53,471 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $2,176,982 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $961,570 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $460,379 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $368,181 |
Administrative expenses (other) incurred | 2021-06-30 | $146,179 |
Liabilities. Value of operating payables at end of year | 2021-06-30 | $104,552 |
Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $152,089 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,465,464 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $30,961,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $29,495,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $89,703 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $28,035,653 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $28,702,969 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $1,221,783 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $1,689,573 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $1,689,573 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $1,229,255 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $1,173,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $24,089,133 |
Employer contributions (assets) at end of year | 2021-06-30 | $3,078,888 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $2,336,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $25,422,572 |
Contract administrator fees | 2021-06-30 | $1,574,418 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $3,168,100 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $3,868,700 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Aggregate proceeds on sale of assets | 2021-06-30 | $8,042,649 |
Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $7,163,431 |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | BEERS, HAMERMAN, COHEN & BURGER |
Accountancy firm EIN | 2021-06-30 | 472514789 |
2020 : CONNECTICUT PIPE TRADES HEALTH FUND 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $4,388,970 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $4,151,801 |
Total income from all sources (including contributions) | 2020-06-30 | $30,427,632 |
Total loss/gain on sale of assets | 2020-06-30 | $308,731 |
Total of all expenses incurred | 2020-06-30 | $31,609,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $29,533,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $28,955,338 |
Value of total assets at end of year | 2020-06-30 | $33,884,962 |
Value of total assets at beginning of year | 2020-06-30 | $34,830,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $2,076,446 |
Total interest from all sources | 2020-06-30 | $60 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $790,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $790,653 |
Administrative expenses professional fees incurred | 2020-06-30 | $247,493 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $3,338,174 |
Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $194,166 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $193,496 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-06-30 | $98,204 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $961,570 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $782,083 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $368,181 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $574,486 |
Administrative expenses (other) incurred | 2020-06-30 | $135,051 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $152,089 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $116,115 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-1,182,303 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $29,495,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $30,678,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $92,068 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $28,702,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $28,118,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $1,689,573 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $2,871,471 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $2,871,471 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $60 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $1,345,559 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $372,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $25,617,164 |
Employer contributions (assets) at end of year | 2020-06-30 | $2,336,684 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $2,864,663 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $28,089,726 |
Contract administrator fees | 2020-06-30 | $1,601,834 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $3,868,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $3,461,200 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Aggregate proceeds on sale of assets | 2020-06-30 | $5,210,133 |
Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $4,901,402 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | BEERS, HAMERMAN, COHEN & BURGER, PC |
Accountancy firm EIN | 2020-06-30 | 472514789 |
2019 : CONNECTICUT PIPE TRADES HEALTH FUND 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $4,151,801 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $4,194,973 |
Total income from all sources (including contributions) | 2019-06-30 | $35,611,664 |
Total loss/gain on sale of assets | 2019-06-30 | $144,196 |
Total of all expenses incurred | 2019-06-30 | $31,740,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $29,592,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $34,280,252 |
Value of total assets at end of year | 2019-06-30 | $34,830,096 |
Value of total assets at beginning of year | 2019-06-30 | $31,001,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $2,147,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $771,547 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $771,547 |
Administrative expenses professional fees incurred | 2019-06-30 | $328,593 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $3,377,181 |
Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $193,496 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $291,757 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-06-30 | $85,850 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $782,083 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $463,532 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $574,486 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $92,985 |
Administrative expenses (other) incurred | 2019-06-30 | $140,069 |
Liabilities. Value of operating payables at end of year | 2019-06-30 | $116,115 |
Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $145,288 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $3,871,490 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $30,678,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $26,806,805 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $84,736 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $28,118,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $25,703,035 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $2,871,471 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $1,676,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $1,676,297 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $1,255,603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $415,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $30,903,071 |
Employer contributions (assets) at end of year | 2019-06-30 | $2,864,663 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $2,867,157 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $28,251,473 |
Contract administrator fees | 2019-06-30 | $1,593,850 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $3,461,200 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $3,956,700 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Aggregate proceeds on sale of assets | 2019-06-30 | $3,960,103 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $3,815,907 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | BEERS, HAMERMAN, COHEN & BURGER, PC |
Accountancy firm EIN | 2019-06-30 | 472514789 |
2018 : CONNECTICUT PIPE TRADES HEALTH FUND 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $4,194,973 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $2,938,579 |
Total income from all sources (including contributions) | 2018-06-30 | $29,738,998 |
Total loss/gain on sale of assets | 2018-06-30 | $68,423 |
Total of all expenses incurred | 2018-06-30 | $30,926,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $28,742,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $28,921,729 |
Value of total assets at end of year | 2018-06-30 | $31,001,778 |
Value of total assets at beginning of year | 2018-06-30 | $30,932,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $2,183,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $706,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $706,007 |
Administrative expenses professional fees incurred | 2018-06-30 | $340,086 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $3,395,004 |
Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $291,757 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $291,757 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-06-30 | $66,065 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $463,532 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $31,371 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $92,985 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $56,235 |
Administrative expenses (other) incurred | 2018-06-30 | $145,184 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $145,288 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $186,544 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $-1,187,316 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $26,806,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $27,994,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $82,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $25,703,035 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $25,642,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $1,676,297 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $1,707,698 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $1,707,698 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $1,113,064 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $42,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $25,526,725 |
Employer contributions (assets) at end of year | 2018-06-30 | $2,867,157 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $3,259,182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $27,563,847 |
Contract administrator fees | 2018-06-30 | $1,615,244 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-06-30 | $3,956,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $2,695,800 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Aggregate proceeds on sale of assets | 2018-06-30 | $2,951,408 |
Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $2,882,985 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | BEERS, HAMERMAN, COHEN & BURGER, P. |
Accountancy firm EIN | 2018-06-30 | 472514789 |
2017 : CONNECTICUT PIPE TRADES HEALTH FUND 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $2,938,579 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $2,981,534 |
Total income from all sources (including contributions) | 2017-06-30 | $28,275,420 |
Total loss/gain on sale of assets | 2017-06-30 | $132,905 |
Total of all expenses incurred | 2017-06-30 | $29,168,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $27,024,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $27,186,639 |
Value of total assets at end of year | 2017-06-30 | $30,932,700 |
Value of total assets at beginning of year | 2017-06-30 | $31,868,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $2,143,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $578,816 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $578,816 |
Administrative expenses professional fees incurred | 2017-06-30 | $330,410 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $3,490,907 |
Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $291,757 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $277,618 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-06-30 | $70,972 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $31,371 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $579,648 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $56,235 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $6,865 |
Administrative expenses (other) incurred | 2017-06-30 | $1,730,923 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $186,544 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $100,569 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $-892,692 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $27,994,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $28,886,813 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $82,185 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $25,642,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $27,052,735 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $1,707,698 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $1,168,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $1,168,077 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $1,070,173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $377,060 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $23,695,732 |
Employer contributions (assets) at end of year | 2017-06-30 | $3,259,182 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $2,790,269 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $25,883,449 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $2,695,800 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $2,874,100 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Aggregate proceeds on sale of assets | 2017-06-30 | $7,332,160 |
Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $7,199,255 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | BEERS, HAMERMAN, COHEN & BURGER, P. |
Accountancy firm EIN | 2017-06-30 | 472517893 |
2016 : CONNECTICUT PIPE TRADES HEALTH FUND 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $2,981,534 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $4,269,624 |
Total income from all sources (including contributions) | 2016-06-30 | $26,384,521 |
Total loss/gain on sale of assets | 2016-06-30 | $-226,596 |
Total of all expenses incurred | 2016-06-30 | $30,604,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $28,533,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $25,671,667 |
Value of total assets at end of year | 2016-06-30 | $31,868,347 |
Value of total assets at beginning of year | 2016-06-30 | $37,376,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $2,070,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $754,263 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $754,263 |
Administrative expenses professional fees incurred | 2016-06-30 | $315,606 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $3,070,880 |
Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $277,618 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $277,618 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-06-30 | $77,779 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $579,648 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $180,833 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $6,865 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $2,231 |
Administrative expenses (other) incurred | 2016-06-30 | $1,666,574 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $100,569 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $168,693 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-4,220,059 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $28,886,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $33,106,872 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $88,761 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $27,052,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $33,483,816 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $1,168,077 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $764,717 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $764,717 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $1,089,324 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $185,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $22,600,787 |
Employer contributions (assets) at end of year | 2016-06-30 | $2,790,269 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $2,669,512 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $27,366,536 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $2,874,100 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $4,098,700 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Aggregate proceeds on sale of assets | 2016-06-30 | $18,790,743 |
Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $19,017,339 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | BEERS, HAMERMAN, COHEN & BURGER, P. |
Accountancy firm EIN | 2016-06-30 | 472514789 |
2015 : CONNECTICUT PIPE TRADES HEALTH FUND 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $4,269,624 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $3,890,118 |
Total income from all sources (including contributions) | 2015-06-30 | $26,535,709 |
Total loss/gain on sale of assets | 2015-06-30 | $473,997 |
Total of all expenses incurred | 2015-06-30 | $30,292,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $28,331,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $25,653,848 |
Value of total assets at end of year | 2015-06-30 | $37,376,496 |
Value of total assets at beginning of year | 2015-06-30 | $40,753,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $1,961,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $795,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $795,926 |
Administrative expenses professional fees incurred | 2015-06-30 | $294,079 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $2,734,732 |
Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $277,618 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $291,314 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-06-30 | $214,078 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $180,833 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $614,615 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $2,231 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $16,575 |
Other income not declared elsewhere | 2015-06-30 | $555,275 |
Administrative expenses (other) incurred | 2015-06-30 | $1,559,731 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $168,693 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $163,543 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-3,756,751 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $33,106,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $36,863,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $107,624 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $33,483,816 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $36,092,689 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $764,717 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $1,698,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $1,698,781 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $1,245,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-943,337 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $22,919,116 |
Employer contributions (assets) at end of year | 2015-06-30 | $2,669,512 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $2,056,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $26,871,102 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $4,098,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $3,710,000 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Aggregate proceeds on sale of assets | 2015-06-30 | $12,501,859 |
Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $12,027,862 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | BEERS, HAMERMAN, COHEN & BURGER, P. |
Accountancy firm EIN | 2015-06-30 | 472517893 |
2014 : CONNECTICUT PIPE TRADES HEALTH FUND 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $3,890,118 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,970,269 |
Total income from all sources (including contributions) | 2014-06-30 | $25,675,322 |
Total loss/gain on sale of assets | 2014-06-30 | $513,076 |
Total of all expenses incurred | 2014-06-30 | $26,122,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $24,248,947 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $22,318,128 |
Value of total assets at end of year | 2014-06-30 | $40,753,741 |
Value of total assets at beginning of year | 2014-06-30 | $40,281,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $1,873,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $850,845 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $850,845 |
Administrative expenses professional fees incurred | 2014-06-30 | $250,458 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $2,999,984 |
Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $291,314 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $296,285 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-06-30 | $72,408 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $614,615 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $807,375 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $16,575 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $24,561 |
Other income not declared elsewhere | 2014-06-30 | $561,382 |
Administrative expenses (other) incurred | 2014-06-30 | $1,519,307 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $163,543 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $114,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $-447,156 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $36,863,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $37,310,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $103,766 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $36,092,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $35,995,118 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $1,698,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $879,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $879,386 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $951,123 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $1,431,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $19,318,144 |
Employer contributions (assets) at end of year | 2014-06-30 | $2,056,342 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $2,302,884 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $23,225,416 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $3,710,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $2,831,200 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Aggregate proceeds on sale of assets | 2014-06-30 | $3,166,860 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $2,653,784 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | BEERS, HAMERMAN, COHEN & BURGER |
Accountancy firm EIN | 2014-06-30 | 472517893 |
2013 : CONNECTICUT PIPE TRADES HEALTH FUND 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,970,269 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $3,582,525 |
Total income from all sources (including contributions) | 2013-06-30 | $25,075,992 |
Total loss/gain on sale of assets | 2013-06-30 | $537,228 |
Total of all expenses incurred | 2013-06-30 | $24,223,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $22,203,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $22,247,828 |
Value of total assets at end of year | 2013-06-30 | $40,281,048 |
Value of total assets at beginning of year | 2013-06-30 | $40,040,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $2,020,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $999,985 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $999,985 |
Administrative expenses professional fees incurred | 2013-06-30 | $255,666 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $2,980,370 |
Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $296,285 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $244,050 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-06-30 | $54,852 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $807,375 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $277,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $24,561 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $13,829 |
Other income not declared elsewhere | 2013-06-30 | $1,085,707 |
Administrative expenses (other) incurred | 2013-06-30 | $1,653,409 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $114,508 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $175,496 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $852,769 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $37,310,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $36,458,010 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $111,104 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $35,995,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $37,269,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $879,386 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $47,944 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $47,944 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $723,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $205,244 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $19,267,458 |
Employer contributions (assets) at end of year | 2013-06-30 | $2,302,884 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $2,202,127 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $21,424,258 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $2,831,200 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $3,393,200 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Aggregate proceeds on sale of assets | 2013-06-30 | $8,106,332 |
Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $7,569,104 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | BEERS, HAMERMAN & COMPANY, P.C. |
Accountancy firm EIN | 2013-06-30 | 060971924 |
2012 : CONNECTICUT PIPE TRADES HEALTH FUND 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $3,582,525 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $3,254,543 |
Total income from all sources (including contributions) | 2012-06-30 | $22,550,069 |
Total loss/gain on sale of assets | 2012-06-30 | $376,978 |
Total of all expenses incurred | 2012-06-30 | $26,258,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $24,204,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $20,376,569 |
Value of total assets at end of year | 2012-06-30 | $40,040,535 |
Value of total assets at beginning of year | 2012-06-30 | $43,421,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $2,054,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $1,104,846 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $1,104,846 |
Administrative expenses professional fees incurred | 2012-06-30 | $249,318 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $2,862,086 |
Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $244,050 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $257,800 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $45,376 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $277,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $281,458 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $13,829 |
Other income not declared elsewhere | 2012-06-30 | $145,558 |
Administrative expenses (other) incurred | 2012-06-30 | $1,705,301 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $175,496 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $227,043 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $-3,708,535 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $36,458,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $40,166,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $99,434 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $37,269,014 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $38,992,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $47,944 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $1,521,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $1,521,653 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $713,215 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $546,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $17,514,483 |
Employer contributions (assets) at end of year | 2012-06-30 | $2,202,127 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $2,367,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $23,445,960 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $3,393,200 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $3,027,500 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Aggregate proceeds on sale of assets | 2012-06-30 | $9,716,057 |
Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $9,339,079 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | BEERS, HAMERMAN & COMPANY, P.C. |
Accountancy firm EIN | 2012-06-30 | 060971924 |
2011 : CONNECTICUT PIPE TRADES HEALTH FUND 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $3,254,543 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $3,285,146 |
Total income from all sources (including contributions) | 2011-06-30 | $28,131,666 |
Total loss/gain on sale of assets | 2011-06-30 | $1,095,804 |
Total of all expenses incurred | 2011-06-30 | $25,091,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $22,961,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $24,917,534 |
Value of total assets at end of year | 2011-06-30 | $43,421,088 |
Value of total assets at beginning of year | 2011-06-30 | $40,411,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $2,129,631 |
Total interest from all sources | 2011-06-30 | $166 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $1,183,180 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $1,183,180 |
Administrative expenses professional fees incurred | 2011-06-30 | $272,014 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $2,984,350 |
Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $257,800 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $258,407 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-06-30 | $48,252 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $281,458 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $433,444 |
Other income not declared elsewhere | 2011-06-30 | $440,759 |
Administrative expenses (other) incurred | 2011-06-30 | $1,751,464 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $227,043 |
Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $340,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $3,040,113 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $40,166,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $37,126,432 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $106,153 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $38,992,974 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $36,207,718 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $1,521,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $914,443 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $914,443 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $166 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $788,698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $494,223 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $21,933,184 |
Employer contributions (assets) at end of year | 2011-06-30 | $2,367,203 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $2,597,566 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $22,124,972 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $3,027,500 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $2,944,400 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Aggregate proceeds on sale of assets | 2011-06-30 | $33,208,257 |
Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $32,112,453 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | BEERS, HAMERMAN & COMPANY, P.C. |
Accountancy firm EIN | 2011-06-30 | 060971924 |
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01-020463-00 |
Policy instance | 5 |
Insurance contract or identification number | 01-020463-00 | Number of Individuals Covered | 1794 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $94,713 | 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 number | C 4526 |
Policy instance | 4 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $221,955 | 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 number | G 3261 |
Policy instance | 3 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,944 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1232 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | 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 number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1394 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $10,000 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,239,466 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,000 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1337 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $913,873 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1126 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | 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 number | G 3261 |
Policy instance | 3 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 1759 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $281,473 | 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 number | C 4526 |
Policy instance | 4 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 1204 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $21,616 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 ) |
Policy contract number | NGL40561 |
Policy instance | 5 |
Insurance contract or identification number | NGL40561 | Number of Individuals Covered | 952 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,463,178 | 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 number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1301 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,000,887 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1383 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | 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 number | C 4526 |
Policy instance | 4 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 1155 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $24,060 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G 3261 |
Policy instance | 3 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 1721 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $294,170 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE466709 |
Policy instance | 5 |
Insurance contract or identification number | AE466709 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,461,157 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 ) |
Policy contract number | NGL40561 |
Policy instance | 6 |
Insurance contract or identification number | NGL40561 | Number of Individuals Covered | 965 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,401,745 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1383 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1547 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $982,784 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G 3261 |
Policy instance | 3 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 1985 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $310,420 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C 4526 |
Policy instance | 4 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 1414 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $27,137 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE466709 |
Policy instance | 5 |
Insurance contract or identification number | AE466709 | Number of Individuals Covered | 981 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $59,400 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,657,431 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $59,400 |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE466709 |
Policy instance | 5 |
Insurance contract or identification number | AE466709 | Number of Individuals Covered | 981 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $59,400 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,657,431 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C 4526 |
Policy instance | 4 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 1359 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $24,496 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G 3261 |
Policy instance | 3 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 1942 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $281,110 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1383 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1490 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $807,461 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C 4526 |
Policy instance | 4 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 1243 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $23,984 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1401 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $805,373 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1500 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 5 | Insurance broker name | MPL, LLC |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G 3261 |
Policy instance | 3 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 1848 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $259,967 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 3 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1859 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $102,414 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 4 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1230 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $3,533 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1394 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $714,604 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C 4526 |
Policy instance | 6 |
Insurance contract or identification number | C 4526 | Number of Individuals Covered | 1250 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $11,860 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G 3261 |
Policy instance | 5 |
Insurance contract or identification number | G 3261 | Number of Individuals Covered | 1852 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $129,520 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,514 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,514 | Insurance broker organization code? | 5 | Insurance broker name | MPL, LLC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 4 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1170 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $13,227 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 3 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1951 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $383,444 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 5 | Insurance broker name | MPL, LLC |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL-10173 |
Policy instance | 1 |
Insurance contract or identification number | SL-10173 | Number of Individuals Covered | 1259 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $659,088 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 4 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1151 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $12,827 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1227 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $43,632 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,632 | Insurance broker organization code? | 5 | Insurance broker name | MPL, LLC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 3 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1908 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,597 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 226600-001 |
Policy instance | 1 |
Insurance contract or identification number | 226600-001 | Number of Individuals Covered | 1227 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $572,510 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90581 ) |
Policy contract number | 16-010908-00 |
Policy instance | 1 |
Insurance contract or identification number | 16-010908-00 | Number of Individuals Covered | 1319 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $583,276 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1319 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $44,755 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 3 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1894 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $112,228 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010148674 |
Policy instance | 4 |
Insurance contract or identification number | 000010148674 | Number of Individuals Covered | 1154 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $17,711 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90581 ) |
Policy contract number | 16-010908-00 |
Policy instance | 1 |
Insurance contract or identification number | 16-010908-00 | Number of Individuals Covered | 1505 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $618,254 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
Policy contract number | 0066406-5 |
Policy instance | 3 |
Insurance contract or identification number | 0066406-5 | Number of Individuals Covered | 2065 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $147,980 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 ) |
Policy contract number | 000PTH834 |
Policy instance | 2 |
Insurance contract or identification number | 000PTH834 | Number of Individuals Covered | 1505 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $46,724 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
Policy contract number | 0066406-5 |
Policy instance | 4 |
Insurance contract or identification number | 0066406-5 | Number of Individuals Covered | 1348 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $22,464 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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