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IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 401k Plan overview

Plan NameIBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN
Plan identification number 501

IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN Benefits

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

401k Sponsoring company profile

IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN has sponsored the creation of one or more 401k plans.

Company Name:IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN
Employer identification number (EIN):060689974
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01ROBERT DIGIROLAMO2023-04-03 FORREST HARVEY2023-04-04
5012020-07-01ROBERT DIGIROLAMO2022-03-30 FORREST HARVEY2022-03-30
5012019-07-01ROBERT DIGIROLAMO2021-04-06 ANTHONY CAPPELLA2021-04-06
5012018-07-01EDWIN ROONEY2020-04-05 FORREST HARVEY2020-04-05
5012017-07-01EDWIN ROONEY2019-04-11 FORREST HARVEY2019-04-11
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01ROBERT FLYNN
5012011-07-01JOSEPH ESPOSITO - UNION TRUSTEE ANTHONY CAPPELLA - EMPLOYER TRUSTEE2013-04-08
5012009-07-01JOSEPH ESPOSITO - UNION TRUSTEE ANTHONY CAPPELLA - EMPLOYER TRUSTEE2011-05-19
5012009-07-01JOSEPH ESPOSITO - UNION TRUSTEE ANTHONY CAPPELLA - EMPLOYER TRUSTEE2011-04-11

Plan Statistics for IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN

401k plan membership statisitcs for IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN

Measure Date Value
2021: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012,330
Total number of active participants reported on line 7a of the Form 55002021-07-011,381
Number of retired or separated participants receiving benefits2021-07-0152
Number of other retired or separated participants entitled to future benefits2021-07-01844
Total of all active and inactive participants2021-07-012,277
Number of employers contributing to the scheme2021-07-0137
2020: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,351
Total number of active participants reported on line 7a of the Form 55002020-07-011,426
Number of retired or separated participants receiving benefits2020-07-0150
Number of other retired or separated participants entitled to future benefits2020-07-01855
Total of all active and inactive participants2020-07-012,331
Number of employers contributing to the scheme2020-07-0136
2019: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012,240
Total number of active participants reported on line 7a of the Form 55002019-07-011,387
Number of retired or separated participants receiving benefits2019-07-0153
Number of other retired or separated participants entitled to future benefits2019-07-01911
Total of all active and inactive participants2019-07-012,351
Number of employers contributing to the scheme2019-07-0136
2018: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012,244
Total number of active participants reported on line 7a of the Form 55002018-07-011,283
Number of retired or separated participants receiving benefits2018-07-0155
Number of other retired or separated participants entitled to future benefits2018-07-01918
Total of all active and inactive participants2018-07-012,256
Number of employers contributing to the scheme2018-07-0135
2017: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012,264
Total number of active participants reported on line 7a of the Form 55002017-07-011,266
Number of retired or separated participants receiving benefits2017-07-0159
Number of other retired or separated participants entitled to future benefits2017-07-01919
Total of all active and inactive participants2017-07-012,244
Number of employers contributing to the scheme2017-07-0139
2016: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012,283
Total number of active participants reported on line 7a of the Form 55002016-07-011,283
Number of retired or separated participants receiving benefits2016-07-0165
Number of other retired or separated participants entitled to future benefits2016-07-01916
Total of all active and inactive participants2016-07-012,264
Number of employers contributing to the scheme2016-07-0139
2015: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,260
Total number of active participants reported on line 7a of the Form 55002015-07-011,317
Number of retired or separated participants receiving benefits2015-07-0169
Number of other retired or separated participants entitled to future benefits2015-07-01897
Total of all active and inactive participants2015-07-012,283
Number of employers contributing to the scheme2015-07-0140
2014: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,232
Total number of active participants reported on line 7a of the Form 55002014-07-011,317
Number of retired or separated participants receiving benefits2014-07-01943
Total of all active and inactive participants2014-07-012,260
Number of employers contributing to the scheme2014-07-0141
2013: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,224
Total number of active participants reported on line 7a of the Form 55002013-07-011,293
Number of retired or separated participants receiving benefits2013-07-01939
Total of all active and inactive participants2013-07-012,232
Number of employers contributing to the scheme2013-07-0138
2012: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012,214
Total number of active participants reported on line 7a of the Form 55002012-07-011,282
Number of retired or separated participants receiving benefits2012-07-01942
Total of all active and inactive participants2012-07-012,224
Number of employers contributing to the scheme2012-07-0139
2011: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012,248
Total number of active participants reported on line 7a of the Form 55002011-07-011,293
Number of retired or separated participants receiving benefits2011-07-01921
Total of all active and inactive participants2011-07-012,214
Number of employers contributing to the scheme2011-07-0140
2009: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012,356
Total number of active participants reported on line 7a of the Form 55002009-07-011,364
Number of retired or separated participants receiving benefits2009-07-01921
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-012,285
Number of employers contributing to the scheme2009-07-0146

Financial Data on IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN

Measure Date Value
2022 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$19,222
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-4,401,302
Total unrealized appreciation/depreciation of assets2022-06-30$-4,382,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$3,416,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,756,259
Total income from all sources (including contributions)2022-06-30$17,839,609
Total loss/gain on sale of assets2022-06-30$1,267,642
Total of all expenses incurred2022-06-30$23,631,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$22,000,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$27,078,364
Value of total assets at end of year2022-06-30$104,043,032
Value of total assets at beginning of year2022-06-30$109,175,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,631,352
Total income from rents2022-06-30$4,629
Total interest from all sources2022-06-30$13,296
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,160,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$901,553
Administrative expenses professional fees incurred2022-06-30$36,588
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$344,238
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$21,850,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$900,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$571,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$287,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$24,280
Other income not declared elsewhere2022-06-30$13,542
Administrative expenses (other) incurred2022-06-30$699,601
Liabilities. Value of operating payables at end of year2022-06-30$39,828
Liabilities. Value of operating payables at beginning of year2022-06-30$19,623
Total non interest bearing cash at end of year2022-06-30$187,013
Total non interest bearing cash at beginning of year2022-06-30$136,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,792,370
Value of net assets at end of year (total assets less liabilities)2022-06-30$100,626,653
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$106,419,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$207,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$64,936,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$68,492,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$15,649,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$17,767,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$17,767,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$13,296
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$150,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-7,315,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$26,734,126
Employer contributions (assets) at end of year2022-06-30$2,793,077
Employer contributions (assets) at beginning of year2022-06-30$2,523,406
Income. Dividends from common stock2022-06-30$258,611
Contract administrator fees2022-06-30$687,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$18,705,667
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$18,807,451
Liabilities. Value of benefit claims payable at end of year2022-06-30$3,088,689
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$2,712,356
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$871,461
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$875,874
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$5,806,456
Aggregate carrying amount (costs) on sale of assets2022-06-30$4,538,814
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2022-06-30061298465
2021 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$21,981
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$4,254,593
Total unrealized appreciation/depreciation of assets2021-06-30$4,276,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,756,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,515,472
Total income from all sources (including contributions)2021-06-30$47,144,727
Total loss/gain on sale of assets2021-06-30$1,362,670
Total of all expenses incurred2021-06-30$23,674,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$22,144,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$27,461,410
Value of total assets at end of year2021-06-30$109,175,282
Value of total assets at beginning of year2021-06-30$85,464,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,530,730
Total income from rents2021-06-30$6,830
Total interest from all sources2021-06-30$19,656
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$855,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$631,082
Administrative expenses professional fees incurred2021-06-30$28,360
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$301,779
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$21,988,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$571,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,192,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$24,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$23,589
Other income not declared elsewhere2021-06-30$4,661
Administrative expenses (other) incurred2021-06-30$588,462
Liabilities. Value of operating payables at end of year2021-06-30$19,623
Liabilities. Value of operating payables at beginning of year2021-06-30$18,327
Total non interest bearing cash at end of year2021-06-30$136,919
Total non interest bearing cash at beginning of year2021-06-30$172,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$23,469,917
Value of net assets at end of year (total assets less liabilities)2021-06-30$106,419,023
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$82,949,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$206,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$68,492,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$53,020,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$17,767,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$15,277,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$15,277,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$19,656
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$155,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$13,157,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$27,159,631
Employer contributions (assets) at end of year2021-06-30$2,523,406
Employer contributions (assets) at beginning of year2021-06-30$2,034,986
Income. Dividends from common stock2021-06-30$223,964
Contract administrator fees2021-06-30$707,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$18,807,451
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$12,913,504
Liabilities. Value of benefit claims payable at end of year2021-06-30$2,712,356
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$2,473,556
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$875,874
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$853,203
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$6,158,362
Aggregate carrying amount (costs) on sale of assets2021-06-30$4,795,692
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30S.M ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2021-06-30061298465
2020 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$10,875
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$79,041
Total unrealized appreciation/depreciation of assets2020-06-30$89,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,515,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$4,502,308
Total income from all sources (including contributions)2020-06-30$28,597,300
Total loss/gain on sale of assets2020-06-30$512,865
Total of all expenses incurred2020-06-30$22,530,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$20,991,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$24,760,171
Value of total assets at end of year2020-06-30$85,464,578
Value of total assets at beginning of year2020-06-30$81,384,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,538,546
Total income from rents2020-06-30$3,637
Total interest from all sources2020-06-30$285,077
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,147,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$919,326
Administrative expenses professional fees incurred2020-06-30$13,037
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$268,622
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$20,850,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,192,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$22,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$23,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$1,838,577
Other income not declared elsewhere2020-06-30$3,920
Administrative expenses (other) incurred2020-06-30$578,625
Liabilities. Value of operating payables at end of year2020-06-30$18,327
Liabilities. Value of operating payables at beginning of year2020-06-30$37,284
Total non interest bearing cash at end of year2020-06-30$172,882
Total non interest bearing cash at beginning of year2020-06-30$133,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$6,067,193
Value of net assets at end of year (total assets less liabilities)2020-06-30$82,949,106
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$76,881,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$278,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$53,020,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$45,309,034
Income. Interest from US Government securities2020-06-30$67,547
Income. Interest from corporate debt instruments2020-06-30$32,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$15,277,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$15,672,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$15,672,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$185,391
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$141,200
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$2,736,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,794,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$24,491,549
Employer contributions (assets) at end of year2020-06-30$2,034,986
Employer contributions (assets) at beginning of year2020-06-30$1,921,982
Income. Dividends from common stock2020-06-30$228,202
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$1,663,666
Contract administrator fees2020-06-30$667,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$12,913,504
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$13,074,487
Liabilities. Value of benefit claims payable at end of year2020-06-30$2,473,556
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$2,626,447
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$853,203
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$850,209
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$14,406,650
Aggregate carrying amount (costs) on sale of assets2020-06-30$13,893,785
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2020-06-30061298465
2019 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$-48,675
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-1,168,688
Total unrealized appreciation/depreciation of assets2019-06-30$-1,217,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$4,502,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,215,135
Total income from all sources (including contributions)2019-06-30$26,810,081
Total loss/gain on sale of assets2019-06-30$1,871,178
Total of all expenses incurred2019-06-30$23,393,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$21,823,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$22,972,969
Value of total assets at end of year2019-06-30$81,384,221
Value of total assets at beginning of year2019-06-30$75,680,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,570,040
Total income from rents2019-06-30$-9,173
Total interest from all sources2019-06-30$450,842
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,093,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$824,017
Administrative expenses professional fees incurred2019-06-30$37,181
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$250,844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$21,686,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$22,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$796,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$1,838,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$23,239
Other income not declared elsewhere2019-06-30$2,022
Administrative expenses (other) incurred2019-06-30$619,507
Liabilities. Value of operating payables at end of year2019-06-30$37,284
Liabilities. Value of operating payables at beginning of year2019-06-30$21,922
Total non interest bearing cash at end of year2019-06-30$133,596
Total non interest bearing cash at beginning of year2019-06-30$130,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,416,637
Value of net assets at end of year (total assets less liabilities)2019-06-30$76,881,913
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$73,465,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$271,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$45,309,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$34,601,595
Income. Interest from US Government securities2019-06-30$40,259
Income. Interest from corporate debt instruments2019-06-30$33,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$15,672,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$17,423,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$17,423,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$376,759
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$136,527
Asset value of US Government securities at end of year2019-06-30$2,736,017
Asset value of US Government securities at beginning of year2019-06-30$2,155,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,646,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$22,722,125
Employer contributions (assets) at end of year2019-06-30$1,921,982
Employer contributions (assets) at beginning of year2019-06-30$1,847,560
Income. Dividends from common stock2019-06-30$269,344
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$1,663,666
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$1,437,974
Contract administrator fees2019-06-30$641,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$13,074,487
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$16,421,351
Liabilities. Value of benefit claims payable at end of year2019-06-30$2,626,447
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$2,169,974
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$850,209
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$866,325
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$11,668,753
Aggregate carrying amount (costs) on sale of assets2019-06-30$9,797,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2019-06-30061298465
2018 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$7,621
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-1,428,601
Total unrealized appreciation/depreciation of assets2018-06-30$-1,420,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,215,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,740,189
Total income from all sources (including contributions)2018-06-30$27,201,436
Total loss/gain on sale of assets2018-06-30$3,232,045
Total of all expenses incurred2018-06-30$20,071,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$18,458,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$22,106,281
Value of total assets at end of year2018-06-30$75,680,411
Value of total assets at beginning of year2018-06-30$69,075,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,613,078
Total income from rents2018-06-30$-5,588
Total interest from all sources2018-06-30$236,308
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$886,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$560,822
Administrative expenses professional fees incurred2018-06-30$78,705
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$320,283
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$18,326,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$796,403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$202,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$23,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$260,406
Other income not declared elsewhere2018-06-30$525
Administrative expenses (other) incurred2018-06-30$633,484
Liabilities. Value of operating payables at end of year2018-06-30$21,922
Liabilities. Value of operating payables at beginning of year2018-06-30$24,733
Total non interest bearing cash at end of year2018-06-30$130,182
Total non interest bearing cash at beginning of year2018-06-30$172,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$7,129,786
Value of net assets at end of year (total assets less liabilities)2018-06-30$73,465,276
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$66,335,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$265,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$34,601,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$25,357,030
Income. Interest from US Government securities2018-06-30$29,977
Income. Interest from corporate debt instruments2018-06-30$25,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$17,423,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$16,752,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$16,752,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$180,645
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$132,342
Asset value of US Government securities at end of year2018-06-30$2,155,836
Asset value of US Government securities at beginning of year2018-06-30$2,186,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,166,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$21,785,998
Employer contributions (assets) at end of year2018-06-30$1,847,560
Employer contributions (assets) at beginning of year2018-06-30$1,570,786
Income. Dividends from common stock2018-06-30$325,493
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$1,437,974
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$1,415,196
Contract administrator fees2018-06-30$635,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$16,421,351
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$20,555,080
Liabilities. Value of benefit claims payable at end of year2018-06-30$2,169,974
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$2,455,050
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$866,325
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$863,078
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$12,747,942
Aggregate carrying amount (costs) on sale of assets2018-06-30$9,515,897
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2018-06-30061298465
2017 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$10,727
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,457,700
Total unrealized appreciation/depreciation of assets2017-06-30$1,468,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,740,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,816,790
Total income from all sources (including contributions)2017-06-30$27,543,622
Total loss/gain on sale of assets2017-06-30$2,304,090
Total of all expenses incurred2017-06-30$21,712,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$20,113,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$21,015,686
Value of total assets at end of year2017-06-30$69,075,679
Value of total assets at beginning of year2017-06-30$63,321,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,598,858
Total income from rents2017-06-30$-1,352
Total interest from all sources2017-06-30$143,934
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$724,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$380,670
Administrative expenses professional fees incurred2017-06-30$21,775
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$365,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$19,979,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$202,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$409,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$260,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$298,779
Other income not declared elsewhere2017-06-30$8,615
Administrative expenses (other) incurred2017-06-30$659,242
Liabilities. Value of operating payables at end of year2017-06-30$24,733
Liabilities. Value of operating payables at beginning of year2017-06-30$32,213
Total non interest bearing cash at end of year2017-06-30$172,704
Total non interest bearing cash at beginning of year2017-06-30$174,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$5,830,826
Value of net assets at end of year (total assets less liabilities)2017-06-30$66,335,490
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$60,504,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$271,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$25,357,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$15,169,416
Income. Interest from US Government securities2017-06-30$50,610
Income. Interest from corporate debt instruments2017-06-30$28,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$16,752,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$18,184,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$18,184,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$65,167
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$134,172
Asset value of US Government securities at end of year2017-06-30$2,186,225
Asset value of US Government securities at beginning of year2017-06-30$4,414,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,879,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$20,650,219
Employer contributions (assets) at end of year2017-06-30$1,570,786
Employer contributions (assets) at beginning of year2017-06-30$1,904,487
Income. Dividends from common stock2017-06-30$343,744
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$1,415,196
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$2,720,849
Contract administrator fees2017-06-30$646,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$20,555,080
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$19,490,658
Liabilities. Value of benefit claims payable at end of year2017-06-30$2,455,050
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$2,485,798
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$863,078
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$853,316
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$15,666,662
Aggregate carrying amount (costs) on sale of assets2017-06-30$13,362,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30S.M ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2017-06-30061295465
2016 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-834,452
Total unrealized appreciation/depreciation of assets2016-06-30$-834,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,816,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$3,038,636
Total income from all sources (including contributions)2016-06-30$21,249,357
Total loss/gain on sale of assets2016-06-30$363,541
Total of all expenses incurred2016-06-30$21,646,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$20,073,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$21,220,007
Value of total assets at end of year2016-06-30$63,321,454
Value of total assets at beginning of year2016-06-30$63,940,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,573,242
Total income from rents2016-06-30$-4,100
Total interest from all sources2016-06-30$189,953
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$620,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$182,306
Administrative expenses professional fees incurred2016-06-30$58,359
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$346,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$19,937,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$409,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$373,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$298,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$573,267
Other income not declared elsewhere2016-06-30$264
Administrative expenses (other) incurred2016-06-30$1,257,145
Liabilities. Value of operating payables at end of year2016-06-30$32,213
Liabilities. Value of operating payables at beginning of year2016-06-30$28,485
Total non interest bearing cash at end of year2016-06-30$174,430
Total non interest bearing cash at beginning of year2016-06-30$161,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-397,314
Value of net assets at end of year (total assets less liabilities)2016-06-30$60,504,664
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$60,901,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$257,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$15,169,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,072,516
Income. Interest from US Government securities2016-06-30$119,091
Income. Interest from corporate debt instruments2016-06-30$35,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$18,184,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$19,137,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$19,137,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$34,950
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$135,945
Asset value of US Government securities at end of year2016-06-30$4,414,682
Asset value of US Government securities at beginning of year2016-06-30$5,331,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-305,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$20,873,488
Employer contributions (assets) at end of year2016-06-30$1,904,487
Employer contributions (assets) at beginning of year2016-06-30$1,650,073
Income. Dividends from common stock2016-06-30$437,719
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$2,720,849
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$1,784,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$19,490,658
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$19,564,345
Liabilities. Value of benefit claims payable at end of year2016-06-30$2,485,798
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$2,436,884
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$853,316
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$866,206
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$8,665,720
Aggregate carrying amount (costs) on sale of assets2016-06-30$8,302,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2016-06-30061295465
2015 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-3,100,464
Total unrealized appreciation/depreciation of assets2015-06-30$-3,100,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$3,038,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,825,880
Total income from all sources (including contributions)2015-06-30$22,830,322
Total loss/gain on sale of assets2015-06-30$4,464,080
Total of all expenses incurred2015-06-30$19,455,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$17,872,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$20,547,998
Value of total assets at end of year2015-06-30$63,940,614
Value of total assets at beginning of year2015-06-30$60,353,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,583,291
Total income from rents2015-06-30$-10,686
Total interest from all sources2015-06-30$236,015
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$614,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$170,344
Administrative expenses professional fees incurred2015-06-30$80,152
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$309,888
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$10,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$17,745,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$373,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$272,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$573,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$375,629
Other income not declared elsewhere2015-06-30$4,673
Administrative expenses (other) incurred2015-06-30$1,239,352
Liabilities. Value of operating payables at end of year2015-06-30$28,485
Liabilities. Value of operating payables at beginning of year2015-06-30$19,392
Total non interest bearing cash at end of year2015-06-30$161,763
Total non interest bearing cash at beginning of year2015-06-30$28,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$3,374,330
Value of net assets at end of year (total assets less liabilities)2015-06-30$60,901,978
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$57,527,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$263,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,072,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,357,994
Income. Interest from US Government securities2015-06-30$181,819
Income. Interest from corporate debt instruments2015-06-30$45,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$19,137,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$11,310,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$11,310,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$8,936
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$127,178
Asset value of US Government securities at end of year2015-06-30$5,331,289
Asset value of US Government securities at beginning of year2015-06-30$8,063,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$74,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$20,238,110
Employer contributions (assets) at end of year2015-06-30$1,650,073
Employer contributions (assets) at beginning of year2015-06-30$1,617,172
Income. Dividends from common stock2015-06-30$444,322
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$1,784,077
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$5,185,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$19,564,345
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$27,645,286
Liabilities. Value of benefit claims payable at end of year2015-06-30$2,436,884
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$2,430,859
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$866,206
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$863,872
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$27,258,030
Aggregate carrying amount (costs) on sale of assets2015-06-30$22,793,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2015-06-30061295465
2014 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$4,446,280
Total unrealized appreciation/depreciation of assets2014-06-30$4,446,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,825,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,469,827
Total income from all sources (including contributions)2014-06-30$25,690,793
Total loss/gain on sale of assets2014-06-30$1,902,939
Total of all expenses incurred2014-06-30$19,051,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$17,480,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$18,540,308
Value of total assets at end of year2014-06-30$60,353,528
Value of total assets at beginning of year2014-06-30$53,357,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,571,143
Total income from rents2014-06-30$-11,112
Total interest from all sources2014-06-30$320,475
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$491,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$81,847
Administrative expenses professional fees incurred2014-06-30$23,098
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$66,458
Assets. Other investments not covered elsewhere at end of year2014-06-30$10,000
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$10,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$17,352,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$272,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$221,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$375,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$328,421
Other income not declared elsewhere2014-06-30$113
Administrative expenses (other) incurred2014-06-30$1,268,663
Liabilities. Value of operating payables at end of year2014-06-30$19,392
Liabilities. Value of operating payables at beginning of year2014-06-30$23,201
Total non interest bearing cash at end of year2014-06-30$28,387
Total non interest bearing cash at beginning of year2014-06-30$42,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$6,639,521
Value of net assets at end of year (total assets less liabilities)2014-06-30$57,527,648
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$50,888,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$279,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,357,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,312,165
Income. Interest from US Government securities2014-06-30$201,476
Income. Interest from corporate debt instruments2014-06-30$112,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$11,310,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$10,498,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$10,498,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$6,196
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$127,769
Asset value of US Government securities at end of year2014-06-30$8,063,230
Asset value of US Government securities at beginning of year2014-06-30$7,486,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$18,473,850
Employer contributions (assets) at end of year2014-06-30$1,617,172
Employer contributions (assets) at beginning of year2014-06-30$1,526,977
Income. Dividends from common stock2014-06-30$409,943
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$5,185,004
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$6,345,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$27,645,286
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$22,182,568
Liabilities. Value of benefit claims payable at end of year2014-06-30$2,430,859
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$2,118,205
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$863,872
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$731,665
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$15,848,259
Aggregate carrying amount (costs) on sale of assets2014-06-30$13,945,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2014-06-30061295465
2013 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$2,492,246
Total unrealized appreciation/depreciation of assets2013-06-30$2,492,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,469,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,470,406
Total income from all sources (including contributions)2013-06-30$22,934,884
Total loss/gain on sale of assets2013-06-30$1,520,678
Total of all expenses incurred2013-06-30$17,442,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$15,947,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$18,027,913
Value of total assets at end of year2013-06-30$53,357,954
Value of total assets at beginning of year2013-06-30$47,865,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,494,950
Total income from rents2013-06-30$-4,844
Total interest from all sources2013-06-30$396,315
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$501,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$47,324
Administrative expenses professional fees incurred2013-06-30$32,452
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$365,451
Assets. Other investments not covered elsewhere at end of year2013-06-30$10,000
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$10,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$15,818,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$221,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$112,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$328,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$136,367
Other income not declared elsewhere2013-06-30$1,132
Administrative expenses (other) incurred2013-06-30$1,218,497
Liabilities. Value of operating payables at end of year2013-06-30$23,201
Liabilities. Value of operating payables at beginning of year2013-06-30$21,254
Total non interest bearing cash at end of year2013-06-30$42,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$5,492,593
Value of net assets at end of year (total assets less liabilities)2013-06-30$50,888,127
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$45,395,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$244,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,312,165
Income. Interest from US Government securities2013-06-30$207,746
Income. Interest from corporate debt instruments2013-06-30$183,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$10,498,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$14,334,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$14,334,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,736
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$128,889
Asset value of US Government securities at end of year2013-06-30$7,486,109
Asset value of US Government securities at beginning of year2013-06-30$7,781,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$17,662,462
Employer contributions (assets) at end of year2013-06-30$1,526,977
Employer contributions (assets) at beginning of year2013-06-30$1,432,003
Income. Dividends from common stock2013-06-30$454,120
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$6,345,267
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$5,349,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$22,182,568
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$17,923,613
Liabilities. Value of benefit claims payable at end of year2013-06-30$2,118,205
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$2,312,785
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$731,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$921,275
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$16,708,349
Aggregate carrying amount (costs) on sale of assets2013-06-30$15,187,671
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30S.M. ESPOSITO & COMPANY, P.C.
Accountancy firm EIN2013-06-30061295465
2012 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-1,195,113
Total unrealized appreciation/depreciation of assets2012-06-30$-1,195,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,470,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,593,927
Total income from all sources (including contributions)2012-06-30$17,674,036
Total loss/gain on sale of assets2012-06-30$610,139
Total of all expenses incurred2012-06-30$20,060,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$18,724,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$17,409,139
Value of total assets at end of year2012-06-30$47,865,940
Value of total assets at beginning of year2012-06-30$50,375,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,335,608
Total income from rents2012-06-30$-1,787
Total interest from all sources2012-06-30$483,472
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$363,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$22,950
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$362,059
Assets. Other investments not covered elsewhere at end of year2012-06-30$10,000
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$10,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$18,593,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$112,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$110,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$136,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$535,214
Other income not declared elsewhere2012-06-30$5,001
Administrative expenses (other) incurred2012-06-30$1,120,603
Liabilities. Value of operating payables at end of year2012-06-30$21,254
Liabilities. Value of operating payables at beginning of year2012-06-30$21,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-2,386,523
Value of net assets at end of year (total assets less liabilities)2012-06-30$45,395,534
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$47,782,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$192,055
Interest earned on other investments2012-06-30$48,036
Income. Interest from US Government securities2012-06-30$215,744
Income. Interest from corporate debt instruments2012-06-30$206,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$14,334,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$13,182,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$13,182,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$13,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$131,692
Asset value of US Government securities at end of year2012-06-30$7,781,477
Asset value of US Government securities at beginning of year2012-06-30$6,350,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$17,047,080
Employer contributions (assets) at end of year2012-06-30$1,432,003
Employer contributions (assets) at beginning of year2012-06-30$1,680,170
Income. Dividends from common stock2012-06-30$363,185
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$5,349,862
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$5,696,449
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$17,923,613
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$22,341,771
Liabilities. Value of benefit claims payable at end of year2012-06-30$2,312,785
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$2,036,768
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$921,275
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$1,004,331
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$21,251,457
Aggregate carrying amount (costs) on sale of assets2012-06-30$20,641,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30S. M. ESPOSITO & COMPANY P.C.
Accountancy firm EIN2012-06-30061298465
2011 : IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$4,180,939
Total unrealized appreciation/depreciation of assets2011-06-30$4,180,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,593,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,596,631
Total income from all sources (including contributions)2011-06-30$23,436,844
Total loss/gain on sale of assets2011-06-30$1,219,218
Total of all expenses incurred2011-06-30$18,463,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$17,028,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$17,152,249
Value of total assets at end of year2011-06-30$50,375,984
Value of total assets at beginning of year2011-06-30$46,405,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,435,128
Total income from rents2011-06-30$-1,122
Total interest from all sources2011-06-30$521,188
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$363,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$21,787
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$374,284
Assets. Other investments not covered elsewhere at end of year2011-06-30$10,000
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$10,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$16,891,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$110,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$632,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$535,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$399,617
Other income not declared elsewhere2011-06-30$457
Administrative expenses (other) incurred2011-06-30$1,158,225
Liabilities. Value of operating payables at end of year2011-06-30$21,945
Liabilities. Value of operating payables at beginning of year2011-06-30$58,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,972,927
Value of net assets at end of year (total assets less liabilities)2011-06-30$47,782,057
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$42,809,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$255,116
Income. Interest from US Government securities2011-06-30$245,454
Income. Interest from corporate debt instruments2011-06-30$253,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$13,182,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$12,014,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$12,014,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$21,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$137,503
Asset value of US Government securities at end of year2011-06-30$6,350,259
Asset value of US Government securities at beginning of year2011-06-30$7,204,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$16,777,965
Employer contributions (assets) at end of year2011-06-30$1,680,170
Employer contributions (assets) at beginning of year2011-06-30$1,598,061
Income. Dividends from common stock2011-06-30$363,915
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$5,696,449
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$7,176,802
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$22,341,771
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$16,746,500
Liabilities. Value of benefit claims payable at end of year2011-06-30$2,036,768
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$3,138,503
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$1,004,331
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$1,022,040
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$26,016,654
Aggregate carrying amount (costs) on sale of assets2011-06-30$24,797,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30S. M. ESPOSITO & COMPANY P.C.
Accountancy firm EIN2011-06-30061298465

Form 5500 Responses for IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN

2021: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: IBT LOCAL 191 HEALTH SERVICE & INSURANCE PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1408
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,338
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $150,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,338
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1489
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $2,480
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $154,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,480
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1407
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,416
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $140,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,416
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1316
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $2,360
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $136,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,360
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1294
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,098
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $132,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1326
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,355
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $136,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,355
Insurance broker organization code?3
Insurance broker nameGROUP BENEFIT ADMINISTRATORS OF CT
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005251
Policy instance 1
Insurance contract or identification numberAL00005251
Number of Individuals Covered1356
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,018
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $127,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,018
Insurance broker organization code?3
Insurance broker nameGROUP BENEFIT ADMINISTRATORS OF CT
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number145511
Policy instance 1
Insurance contract or identification number145511
Number of Individuals Covered2122
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,080
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $127,769
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,080
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGROUP BENEFIT ADMINISTRATORS OF CT
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number000TSJ834
Policy instance 2
Insurance contract or identification number000TSJ834
Number of Individuals Covered1368
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,983
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,983
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION PAID
Insurance broker organization code?3
Insurance broker nameMPL, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number145511
Policy instance 1
Insurance contract or identification number145511
Number of Individuals Covered3419
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,299
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,299
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGROUP BENEFIT ADMINISTRATORS OF CT
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number145511
Policy instance 1
Insurance contract or identification number145511
Number of Individuals Covered3385
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $131,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number145511
Policy instance 1
Insurance contract or identification number145511
Number of Individuals Covered3512
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,951
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $137,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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