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NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 401k Plan overview

Plan NameNEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN
Plan identification number 501

NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPL WELFARE FD has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPL WELFARE FD
Employer identification number (EIN):061188411
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01DAVID PICKUS2023-10-10 LINDSEY SMITH2023-10-10
5012021-01-01DAVID PICKUS2022-06-27 NATALIE COOK2022-06-27
5012020-01-01SUZANNE CLARK2021-09-08 NATALIE COOK2021-09-08
5012019-01-01SUZANNE CLARK2020-07-29 NATALIE COOK2020-07-29
5012018-01-01DAVID PICKUS2019-08-30 STUART ROSENBERG2019-08-30
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01GERARD J. FRAME
5012013-01-01GERARD J. FRAME
5012012-01-01GERARD J. FRAME
5012011-01-01GERARD J. FRAME
5012010-01-01GERARD J. FRAME
5012009-01-01GERARD FRAME
5012009-01-01GERARD FRAME

Plan Statistics for NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN

401k plan membership statisitcs for NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN

Measure Date Value
2022: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,404
Total number of active participants reported on line 7a of the Form 55002022-01-014,795
Number of retired or separated participants receiving benefits2022-01-01872
Total of all active and inactive participants2022-01-015,667
Number of employers contributing to the scheme2022-01-0155
2021: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,674
Total number of active participants reported on line 7a of the Form 55002021-01-015,507
Number of retired or separated participants receiving benefits2021-01-01897
Total of all active and inactive participants2021-01-016,404
Number of employers contributing to the scheme2021-01-0154
2020: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,110
Total number of active participants reported on line 7a of the Form 55002020-01-015,727
Number of retired or separated participants receiving benefits2020-01-01947
Total of all active and inactive participants2020-01-016,674
Number of employers contributing to the scheme2020-01-0158
2019: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,139
Total number of active participants reported on line 7a of the Form 55002019-01-016,176
Number of retired or separated participants receiving benefits2019-01-01934
Total of all active and inactive participants2019-01-017,110
Number of employers contributing to the scheme2019-01-0158
2018: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,336
Total number of active participants reported on line 7a of the Form 55002018-01-016,220
Number of retired or separated participants receiving benefits2018-01-01919
Total of all active and inactive participants2018-01-017,139
Number of employers contributing to the scheme2018-01-0147
2017: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,369
Total number of active participants reported on line 7a of the Form 55002017-01-016,433
Number of retired or separated participants receiving benefits2017-01-01903
Total of all active and inactive participants2017-01-017,336
Number of employers contributing to the scheme2017-01-0167
2016: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,245
Total number of active participants reported on line 7a of the Form 55002016-01-016,452
Number of retired or separated participants receiving benefits2016-01-01917
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017,369
Number of employers contributing to the scheme2016-01-0172
2015: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,575
Total number of active participants reported on line 7a of the Form 55002015-01-016,366
Number of retired or separated participants receiving benefits2015-01-01879
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017,245
Number of employers contributing to the scheme2015-01-0160
2014: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,747
Total number of active participants reported on line 7a of the Form 55002014-01-016,667
Number of retired or separated participants receiving benefits2014-01-01908
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017,575
Number of employers contributing to the scheme2014-01-0160
2013: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,038
Total number of active participants reported on line 7a of the Form 55002013-01-016,831
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01916
Total of all active and inactive participants2013-01-017,747
Number of employers contributing to the scheme2013-01-0163
2012: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,916
Total number of active participants reported on line 7a of the Form 55002012-01-016,123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01915
Total of all active and inactive participants2012-01-017,038
Number of employers contributing to the scheme2012-01-0162
2011: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,188
Total number of active participants reported on line 7a of the Form 55002011-01-016,016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01900
Total of all active and inactive participants2011-01-016,916
Number of employers contributing to the scheme2011-01-0158
2010: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,620
Total number of active participants reported on line 7a of the Form 55002010-01-016,276
Number of retired or separated participants receiving benefits2010-01-01912
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017,188
Number of employers contributing to the scheme2010-01-0149
2009: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,747
Total number of active participants reported on line 7a of the Form 55002009-01-015,735
Number of retired or separated participants receiving benefits2009-01-01885
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016,620

Financial Data on NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN

Measure Date Value
2022 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,178,313
Total unrealized appreciation/depreciation of assets2022-12-31$-1,178,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,291,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,214,904
Total income from all sources (including contributions)2022-12-31$42,845,275
Total loss/gain on sale of assets2022-12-31$-665,720
Total of all expenses incurred2022-12-31$37,884,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,484,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$44,106,371
Value of total assets at end of year2022-12-31$43,108,107
Value of total assets at beginning of year2022-12-31$37,070,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,399,141
Total interest from all sources2022-12-31$526,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$285,116
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$845,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,717,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,449,717
Assets. Loans (other than to participants) at end of year2022-12-31$389,238
Assets. Loans (other than to participants) at beginning of year2022-12-31$231,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$403,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$377,726
Other income not declared elsewhere2022-12-31$1,090,682
Administrative expenses (other) incurred2022-12-31$2,188,363
Liabilities. Value of operating payables at end of year2022-12-31$83,968
Liabilities. Value of operating payables at beginning of year2022-12-31$161,578
Total non interest bearing cash at end of year2022-12-31$2,020,687
Total non interest bearing cash at beginning of year2022-12-31$1,952,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$4,961,152
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,816,945
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,855,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$2,044,722
Investment advisory and management fees2022-12-31$101,981
Interest earned on other investments2022-12-31$1,687
Income. Interest from US Government securities2022-12-31$309,514
Income. Interest from corporate debt instruments2022-12-31$209,772
Value of interest in common/collective trusts at end of year2022-12-31$7,904,826
Value of interest in common/collective trusts at beginning of year2022-12-31$5,338,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,290,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,509,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,509,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,302
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,753,849
Asset value of US Government securities at end of year2022-12-31$13,675,444
Asset value of US Government securities at beginning of year2022-12-31$10,171,896
Net investment gain or loss from common/collective trusts2022-12-31$-1,034,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$43,261,226
Employer contributions (assets) at end of year2022-12-31$3,861,613
Employer contributions (assets) at beginning of year2022-12-31$4,432,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,731,133
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$7,175,314
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$5,969,731
Contract administrator fees2022-12-31$1,823,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,804,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,675,600
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$27,709
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$15,360
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$13,065,413
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,731,133
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-416,305
Total unrealized appreciation/depreciation of assets2021-12-31$-416,305
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,214,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,555,812
Total income from all sources (including contributions)2021-12-31$50,549,187
Total loss/gain on sale of assets2021-12-31$-176,889
Total of all expenses incurred2021-12-31$40,149,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,600,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,277,904
Value of total assets at end of year2021-12-31$37,070,697
Value of total assets at beginning of year2021-12-31$34,012,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,549,194
Total interest from all sources2021-12-31$328,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$322,270
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,021,744
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$55,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,449,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,282,777
Assets. Loans (other than to participants) at end of year2021-12-31$231,005
Assets. Loans (other than to participants) at beginning of year2021-12-31$310,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$377,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$324,492
Other income not declared elsewhere2021-12-31$2,418,284
Administrative expenses (other) incurred2021-12-31$1,937,300
Liabilities. Value of operating payables at end of year2021-12-31$161,578
Liabilities. Value of operating payables at beginning of year2021-12-31$61,320
Total non interest bearing cash at end of year2021-12-31$1,952,007
Total non interest bearing cash at beginning of year2021-12-31$838,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,399,464
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,855,793
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,456,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$82,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,455
Income. Interest from US Government securities2021-12-31$145,912
Income. Interest from corporate debt instruments2021-12-31$180,836
Value of interest in common/collective trusts at end of year2021-12-31$5,338,846
Value of interest in common/collective trusts at beginning of year2021-12-31$4,221,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,509,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,736,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,736,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,237
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,201,274
Asset value of US Government securities at end of year2021-12-31$10,171,896
Asset value of US Government securities at beginning of year2021-12-31$7,304,942
Net investment gain or loss from common/collective trusts2021-12-31$1,117,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$46,200,320
Employer contributions (assets) at end of year2021-12-31$4,432,896
Employer contributions (assets) at beginning of year2021-12-31$4,243,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,399,255
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$5,969,731
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,032,793
Contract administrator fees2021-12-31$2,206,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,675,600
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,170,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$15,360
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$29,656
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$16,111,363
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,288,252
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$51,517
Total unrealized appreciation/depreciation of assets2020-12-31$51,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,555,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,803,681
Total income from all sources (including contributions)2020-12-31$51,763,902
Total loss/gain on sale of assets2020-12-31$432,987
Total of all expenses incurred2020-12-31$50,301,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$46,098,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$49,125,128
Value of total assets at end of year2020-12-31$34,012,141
Value of total assets at beginning of year2020-12-31$27,797,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,203,121
Total interest from all sources2020-12-31$326,450
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$180
Administrative expenses professional fees incurred2020-12-31$398,053
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$485,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,282,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,008,639
Assets. Loans (other than to participants) at end of year2020-12-31$310,964
Assets. Loans (other than to participants) at beginning of year2020-12-31$220,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$324,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,022,248
Other income not declared elsewhere2020-12-31$1,098,549
Administrative expenses (other) incurred2020-12-31$1,999,081
Liabilities. Value of operating payables at end of year2020-12-31$61,320
Liabilities. Value of operating payables at beginning of year2020-12-31$138,733
Total non interest bearing cash at end of year2020-12-31$838,827
Total non interest bearing cash at beginning of year2020-12-31$648,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,462,322
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,456,329
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,994,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$76,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,250
Income. Interest from US Government securities2020-12-31$115,994
Income. Interest from corporate debt instruments2020-12-31$198,423
Value of interest in common/collective trusts at end of year2020-12-31$4,221,637
Value of interest in common/collective trusts at beginning of year2020-12-31$3,492,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,736,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,103,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,103,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,033
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,430,134
Asset value of US Government securities at end of year2020-12-31$7,304,942
Asset value of US Government securities at beginning of year2020-12-31$7,877,933
Net investment gain or loss from common/collective trusts2020-12-31$729,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$48,639,470
Employer contributions (assets) at end of year2020-12-31$4,243,557
Employer contributions (assets) at beginning of year2020-12-31$4,640,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,668,325
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,032,793
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$6,739,784
Contract administrator fees2020-12-31$1,729,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,170,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,642,700
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$29,656
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$34,141
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$15,829,146
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,396,159
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$518,846
Total unrealized appreciation/depreciation of assets2019-12-31$518,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,803,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,501,911
Total income from all sources (including contributions)2019-12-31$54,364,648
Total loss/gain on sale of assets2019-12-31$135,196
Total of all expenses incurred2019-12-31$57,003,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$52,799,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,214,516
Value of total assets at end of year2019-12-31$27,797,688
Value of total assets at beginning of year2019-12-31$31,134,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,204,055
Total interest from all sources2019-12-31$477,068
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$987
Administrative expenses professional fees incurred2019-12-31$318,149
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$521,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,008,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,070,270
Assets. Loans (other than to participants) at end of year2019-12-31$220,149
Assets. Loans (other than to participants) at beginning of year2019-12-31$6,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,022,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$769,168
Other income not declared elsewhere2019-12-31$3,046,359
Administrative expenses (other) incurred2019-12-31$2,011,223
Liabilities. Value of operating payables at end of year2019-12-31$138,733
Liabilities. Value of operating payables at beginning of year2019-12-31$130,543
Total non interest bearing cash at end of year2019-12-31$648,040
Total non interest bearing cash at beginning of year2019-12-31$1,570,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,638,708
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,994,007
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,632,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$76,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$63,785
Income. Interest from US Government securities2019-12-31$145,440
Income. Interest from corporate debt instruments2019-12-31$255,411
Value of interest in common/collective trusts at end of year2019-12-31$3,492,546
Value of interest in common/collective trusts at beginning of year2019-12-31$3,320,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,103,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,681,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,681,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$76,217
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,212,045
Asset value of US Government securities at end of year2019-12-31$7,877,933
Asset value of US Government securities at beginning of year2019-12-31$8,107,104
Net investment gain or loss from common/collective trusts2019-12-31$971,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$48,692,867
Employer contributions (assets) at end of year2019-12-31$4,640,249
Employer contributions (assets) at beginning of year2019-12-31$4,486,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,587,256
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,739,784
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,787,599
Contract administrator fees2019-12-31$1,797,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,642,700
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,602,200
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$34,141
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$41,144
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$60,739,552
Aggregate carrying amount (costs) on sale of assets2019-12-31$60,604,356
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-196,977
Total unrealized appreciation/depreciation of assets2018-12-31$-196,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,501,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,428,357
Total income from all sources (including contributions)2018-12-31$50,226,619
Total loss/gain on sale of assets2018-12-31$-267,389
Total of all expenses incurred2018-12-31$58,034,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,157,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$48,366,897
Value of total assets at end of year2018-12-31$31,134,626
Value of total assets at beginning of year2018-12-31$38,868,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,877,115
Total interest from all sources2018-12-31$585,978
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,049
Administrative expenses professional fees incurred2018-12-31$458,048
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$461,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,070,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,908,705
Assets. Loans (other than to participants) at end of year2018-12-31$6,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$769,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$39,177
Other income not declared elsewhere2018-12-31$1,908,837
Administrative expenses (other) incurred2018-12-31$2,269,164
Liabilities. Value of operating payables at end of year2018-12-31$130,543
Liabilities. Value of operating payables at beginning of year2018-12-31$223,580
Total non interest bearing cash at end of year2018-12-31$1,570,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,807,555
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,632,715
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,440,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$83,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$63,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,184
Interest earned on other investments2018-12-31$134
Income. Interest from US Government securities2018-12-31$172,167
Income. Interest from corporate debt instruments2018-12-31$365,505
Value of interest in common/collective trusts at end of year2018-12-31$3,320,870
Value of interest in common/collective trusts at beginning of year2018-12-31$5,193,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,681,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,612,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,612,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$48,172
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,132,795
Asset value of US Government securities at end of year2018-12-31$8,107,104
Asset value of US Government securities at beginning of year2018-12-31$8,712,665
Net investment gain or loss from common/collective trusts2018-12-31$-172,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$47,905,463
Employer contributions (assets) at end of year2018-12-31$4,486,335
Employer contributions (assets) at beginning of year2018-12-31$4,967,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$51,024,264
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$7,787,599
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$11,369,798
Contract administrator fees2018-12-31$2,066,364
Liabilities. Value of benefit claims payable at end of year2018-12-31$6,602,200
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,165,600
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$41,144
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$51,816
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$61,684,107
Aggregate carrying amount (costs) on sale of assets2018-12-31$61,951,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$77,274
Total unrealized appreciation/depreciation of assets2017-12-31$77,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,428,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,998,736
Total income from all sources (including contributions)2017-12-31$54,096,794
Total loss/gain on sale of assets2017-12-31$-304,182
Total of all expenses incurred2017-12-31$61,730,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,037,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$50,360,485
Value of total assets at end of year2017-12-31$38,868,627
Value of total assets at beginning of year2017-12-31$47,072,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,693,393
Total interest from all sources2017-12-31$813,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,008
Administrative expenses professional fees incurred2017-12-31$369,991
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$386,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,908,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,684,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$39,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,526,624
Other income not declared elsewhere2017-12-31$1,869,211
Administrative expenses (other) incurred2017-12-31$2,212,046
Liabilities. Value of operating payables at end of year2017-12-31$223,580
Liabilities. Value of operating payables at beginning of year2017-12-31$158,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-7,633,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,440,270
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,074,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$99,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,809
Income. Interest from US Government securities2017-12-31$254,491
Income. Interest from corporate debt instruments2017-12-31$535,618
Value of interest in common/collective trusts at end of year2017-12-31$5,193,646
Value of interest in common/collective trusts at beginning of year2017-12-31$6,548,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,612,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,403,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,403,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23,056
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,055,087
Asset value of US Government securities at end of year2017-12-31$8,712,665
Asset value of US Government securities at beginning of year2017-12-31$12,792,857
Net investment gain or loss from common/collective trusts2017-12-31$1,279,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$49,974,478
Employer contributions (assets) at end of year2017-12-31$4,967,761
Employer contributions (assets) at beginning of year2017-12-31$5,496,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$53,982,086
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$11,369,798
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$13,060,797
Contract administrator fees2017-12-31$3,011,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,165,600
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,313,400
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$51,816
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$57,105
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$22,921,311
Aggregate carrying amount (costs) on sale of assets2017-12-31$23,225,493
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-403,642
Total unrealized appreciation/depreciation of assets2016-12-31$-403,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,998,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,664,542
Total income from all sources (including contributions)2016-12-31$53,194,544
Total loss/gain on sale of assets2016-12-31$148,756
Total of all expenses incurred2016-12-31$58,946,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,385,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$49,542,467
Value of total assets at end of year2016-12-31$47,072,778
Value of total assets at beginning of year2016-12-31$54,490,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,560,152
Total interest from all sources2016-12-31$991,157
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$314
Administrative expenses professional fees incurred2016-12-31$278,124
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$378,703
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,684,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,921,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,526,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,328,011
Other income not declared elsewhere2016-12-31$2,032,703
Administrative expenses (other) incurred2016-12-31$2,174,342
Liabilities. Value of operating payables at end of year2016-12-31$158,712
Liabilities. Value of operating payables at beginning of year2016-12-31$173,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,751,598
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,074,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,825,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$109,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,108
Income. Interest from US Government securities2016-12-31$344,971
Income. Interest from corporate debt instruments2016-12-31$633,423
Value of interest in common/collective trusts at end of year2016-12-31$6,548,813
Value of interest in common/collective trusts at beginning of year2016-12-31$7,966,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,403,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,156,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,156,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,763
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,782,637
Asset value of US Government securities at end of year2016-12-31$12,792,857
Asset value of US Government securities at beginning of year2016-12-31$15,448,619
Net investment gain or loss from common/collective trusts2016-12-31$882,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$49,163,764
Employer contributions (assets) at end of year2016-12-31$5,496,519
Employer contributions (assets) at beginning of year2016-12-31$5,097,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,603,353
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$13,060,797
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$15,850,345
Contract administrator fees2016-12-31$2,997,969
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,313,400
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,163,500
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$57,105
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$26,078
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$27,820,841
Aggregate carrying amount (costs) on sale of assets2016-12-31$27,672,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2016-12-31060931761
2015 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-308,125
Total unrealized appreciation/depreciation of assets2015-12-31$-308,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,664,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,503,324
Total income from all sources (including contributions)2015-12-31$50,538,393
Total loss/gain on sale of assets2015-12-31$-357,963
Total of all expenses incurred2015-12-31$54,870,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$49,128,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$47,456,806
Value of total assets at end of year2015-12-31$54,490,182
Value of total assets at beginning of year2015-12-31$66,661,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,742,288
Total interest from all sources2015-12-31$1,089,916
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$374,957
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$283,983
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,921,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$13,326,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,328,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,868,708
Other income not declared elsewhere2015-12-31$2,502,926
Administrative expenses (other) incurred2015-12-31$2,164,140
Liabilities. Value of operating payables at end of year2015-12-31$173,031
Liabilities. Value of operating payables at beginning of year2015-12-31$787,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,332,559
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,825,640
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$49,158,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$118,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$221,329
Income. Interest from US Government securities2015-12-31$368,549
Income. Interest from corporate debt instruments2015-12-31$711,331
Value of interest in common/collective trusts at end of year2015-12-31$7,966,024
Value of interest in common/collective trusts at beginning of year2015-12-31$9,911,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,156,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,422,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,422,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$10,036
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,688,823
Asset value of US Government securities at end of year2015-12-31$15,448,619
Asset value of US Government securities at beginning of year2015-12-31$15,970,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-139
Net investment gain or loss from common/collective trusts2015-12-31$154,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$47,172,823
Employer contributions (assets) at end of year2015-12-31$5,097,458
Employer contributions (assets) at beginning of year2015-12-31$5,065,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,439,841
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$15,850,345
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$16,724,983
Contract administrator fees2015-12-31$3,084,953
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,163,500
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,847,400
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$26,078
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$19,713
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$18,254,339
Aggregate carrying amount (costs) on sale of assets2015-12-31$18,612,302
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2015-12-31060931761
2014 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$65,792
Total unrealized appreciation/depreciation of assets2014-12-31$65,792
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,503,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,136,472
Total income from all sources (including contributions)2014-12-31$50,956,319
Total loss/gain on sale of assets2014-12-31$-302,931
Total of all expenses incurred2014-12-31$50,514,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,394,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$46,553,340
Value of total assets at end of year2014-12-31$66,661,523
Value of total assets at beginning of year2014-12-31$63,852,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,119,555
Total interest from all sources2014-12-31$1,185,756
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15
Administrative expenses professional fees incurred2014-12-31$355,332
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$311,756
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$13,326,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,304,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,868,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,973,256
Other income not declared elsewhere2014-12-31$2,164,693
Administrative expenses (other) incurred2014-12-31$2,761,206
Liabilities. Value of operating payables at end of year2014-12-31$787,216
Liabilities. Value of operating payables at beginning of year2014-12-31$133,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$442,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$49,158,199
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,716,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$119,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$221,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$387,763
Income. Interest from US Government securities2014-12-31$432,875
Income. Interest from corporate debt instruments2014-12-31$733,460
Value of interest in common/collective trusts at end of year2014-12-31$9,911,053
Value of interest in common/collective trusts at beginning of year2014-12-31$11,621,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,422,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,379,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,379,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19,421
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,767,707
Asset value of US Government securities at end of year2014-12-31$15,970,213
Asset value of US Government securities at beginning of year2014-12-31$15,102,165
Net investment gain or loss from common/collective trusts2014-12-31$1,289,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$46,241,584
Employer contributions (assets) at end of year2014-12-31$5,065,055
Employer contributions (assets) at beginning of year2014-12-31$4,366,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,626,975
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$16,724,983
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$16,662,743
Contract administrator fees2014-12-31$2,883,778
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,847,400
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,030,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$19,713
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$27,841
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$16,088,105
Aggregate carrying amount (costs) on sale of assets2014-12-31$16,391,036
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2014-12-31060931761
2013 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,074,725
Total unrealized appreciation/depreciation of assets2013-12-31$-1,074,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,136,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,068,473
Total income from all sources (including contributions)2013-12-31$48,748,086
Total loss/gain on sale of assets2013-12-31$-228,952
Total of all expenses incurred2013-12-31$45,001,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,016,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$45,123,778
Value of total assets at end of year2013-12-31$63,852,589
Value of total assets at beginning of year2013-12-31$60,037,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,984,834
Total interest from all sources2013-12-31$1,193,821
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$23
Administrative expenses professional fees incurred2013-12-31$346,049
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$362,532
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,304,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,877,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,973,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,835,780
Other income not declared elsewhere2013-12-31$842,339
Administrative expenses (other) incurred2013-12-31$1,871,477
Liabilities. Value of operating payables at end of year2013-12-31$133,216
Liabilities. Value of operating payables at beginning of year2013-12-31$128,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,746,703
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,716,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,969,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$109,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$387,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$512,089
Income. Interest from US Government securities2013-12-31$333,415
Income. Interest from corporate debt instruments2013-12-31$846,264
Value of interest in common/collective trusts at end of year2013-12-31$11,621,399
Value of interest in common/collective trusts at beginning of year2013-12-31$8,729,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,379,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,741,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,741,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14,142
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$392,458
Asset value of US Government securities at end of year2013-12-31$15,102,165
Asset value of US Government securities at beginning of year2013-12-31$11,444,559
Net investment gain or loss from common/collective trusts2013-12-31$2,891,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$44,761,246
Employer contributions (assets) at end of year2013-12-31$4,366,660
Employer contributions (assets) at beginning of year2013-12-31$4,197,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$39,624,091
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$16,662,743
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$20,490,545
Contract administrator fees2013-12-31$2,657,537
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,030,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,104,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$27,841
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$45,721
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$14,263,653
Aggregate carrying amount (costs) on sale of assets2013-12-31$14,492,605
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2013-12-31060931761
2012 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$437,705
Total unrealized appreciation/depreciation of assets2012-12-31$437,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,068,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,097,002
Total income from all sources (including contributions)2012-12-31$44,196,455
Total loss/gain on sale of assets2012-12-31$-86,039
Total of all expenses incurred2012-12-31$41,379,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$36,356,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,520,338
Value of total assets at end of year2012-12-31$60,037,887
Value of total assets at beginning of year2012-12-31$53,248,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,022,633
Total interest from all sources2012-12-31$1,294,579
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$188,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$188,350
Administrative expenses professional fees incurred2012-12-31$363,193
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$339,213
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,877,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,405,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,835,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,022,663
Other income not declared elsewhere2012-12-31$796,398
Administrative expenses (other) incurred2012-12-31$1,670,759
Liabilities. Value of operating payables at end of year2012-12-31$128,693
Liabilities. Value of operating payables at beginning of year2012-12-31$130,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,817,419
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,969,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,151,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$109,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$512,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$333,979
Income. Interest from US Government securities2012-12-31$296,555
Income. Interest from corporate debt instruments2012-12-31$984,157
Value of interest in common/collective trusts at end of year2012-12-31$8,729,597
Value of interest in common/collective trusts at beginning of year2012-12-31$7,496,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,741,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,435,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,435,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13,867
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$375,310
Asset value of US Government securities at end of year2012-12-31$11,444,559
Asset value of US Government securities at beginning of year2012-12-31$9,005,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,045,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$40,181,125
Employer contributions (assets) at end of year2012-12-31$4,197,080
Employer contributions (assets) at beginning of year2012-12-31$4,734,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,981,093
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$20,490,545
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$19,766,275
Contract administrator fees2012-12-31$2,879,383
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,104,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,943,900
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$45,721
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$70,431
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,896,945
Aggregate carrying amount (costs) on sale of assets2012-12-31$14,982,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2012-12-31060931761
2011 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-17,148
Total unrealized appreciation/depreciation of assets2011-12-31$-17,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,097,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,295,553
Total income from all sources (including contributions)2011-12-31$39,787,117
Total loss/gain on sale of assets2011-12-31$127,767
Total of all expenses incurred2011-12-31$36,406,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$31,602,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$37,569,864
Value of total assets at end of year2011-12-31$53,248,997
Value of total assets at beginning of year2011-12-31$47,067,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,804,375
Total interest from all sources2011-12-31$1,240,199
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$150,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$150,337
Administrative expenses professional fees incurred2011-12-31$282,814
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$543,647
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,405,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,167,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,022,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,579,608
Other income not declared elsewhere2011-12-31$751,053
Administrative expenses (other) incurred2011-12-31$1,824,061
Liabilities. Value of operating payables at end of year2011-12-31$130,439
Liabilities. Value of operating payables at beginning of year2011-12-31$144,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,380,521
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,151,995
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,771,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$104,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$333,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,908
Income. Interest from US Government securities2011-12-31$206,533
Income. Interest from corporate debt instruments2011-12-31$1,021,138
Value of interest in common/collective trusts at end of year2011-12-31$7,496,142
Value of interest in common/collective trusts at beginning of year2011-12-31$7,380,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,435,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,727,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,727,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12,528
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$355,956
Asset value of US Government securities at end of year2011-12-31$9,005,994
Asset value of US Government securities at beginning of year2011-12-31$6,260,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,026,217
Employer contributions (assets) at end of year2011-12-31$4,734,527
Employer contributions (assets) at beginning of year2011-12-31$4,258,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$31,246,265
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$19,766,275
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$21,144,662
Contract administrator fees2011-12-31$2,592,555
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,943,900
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,571,700
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$70,431
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$85,720
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$20,889,384
Aggregate carrying amount (costs) on sale of assets2011-12-31$20,761,617
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2011-12-31060931761
2010 : NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$152,245
Total unrealized appreciation/depreciation of assets2010-12-31$152,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,295,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,637,063
Total income from all sources (including contributions)2010-12-31$37,797,024
Total loss/gain on sale of assets2010-12-31$290,818
Total of all expenses incurred2010-12-31$36,468,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,562,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,441,383
Value of total assets at end of year2010-12-31$47,067,027
Value of total assets at beginning of year2010-12-31$48,079,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,906,145
Total interest from all sources2010-12-31$1,190,534
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36
Administrative expenses professional fees incurred2010-12-31$353,854
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$749,583
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,167,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,038,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,579,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,621,554
Other income not declared elsewhere2010-12-31$820,093
Administrative expenses (other) incurred2010-12-31$1,818,177
Liabilities. Value of operating payables at end of year2010-12-31$144,245
Liabilities. Value of operating payables at beginning of year2010-12-31$155,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,328,707
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,771,474
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,442,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$100,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$40,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$260,346
Income. Interest from US Government securities2010-12-31$249,732
Income. Interest from corporate debt instruments2010-12-31$931,692
Value of interest in common/collective trusts at end of year2010-12-31$7,380,799
Value of interest in common/collective trusts at beginning of year2010-12-31$5,078,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,727,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,476,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,476,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,110
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$353,020
Asset value of US Government securities at end of year2010-12-31$6,260,869
Asset value of US Government securities at beginning of year2010-12-31$8,025,758
Net investment gain or loss from common/collective trusts2010-12-31$901,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$33,691,800
Employer contributions (assets) at end of year2010-12-31$4,258,509
Employer contributions (assets) at beginning of year2010-12-31$3,925,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,209,152
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$21,144,662
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$17,209,490
Contract administrator fees2010-12-31$2,633,846
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,571,700
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,859,700
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$85,720
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$62,233
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$22,368,204
Aggregate carrying amount (costs) on sale of assets2010-12-31$22,077,386
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2010-12-31060931761

Form 5500 Responses for NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN

2022: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10442
Policy instance 3
Insurance contract or identification numberSL10442
Number of Individuals Covered3206
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,600,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered586
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedRETIREE SUPPLEMENTAL
Welfare Benefit Premiums Paid to CarrierUSD $827,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2989/C-4279
Policy instance 1
Insurance contract or identification numberG2989/C-4279
Number of Individuals Covered5667
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $325,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10442
Policy instance 3
Insurance contract or identification numberSL10442
Number of Individuals Covered3872
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,920,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered632
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedRETIREE SUPPLEMENTAL
Welfare Benefit Premiums Paid to CarrierUSD $921,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2989/C-4279
Policy instance 1
Insurance contract or identification numberG2989/C-4279
Number of Individuals Covered6404
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $359,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2989/C-4279
Policy instance 1
Insurance contract or identification numberG2989/C-4279
Number of Individuals Covered6655
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $382,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered690
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedRETIREE SUPPLEMENTAL
Welfare Benefit Premiums Paid to CarrierUSD $1,079,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10442
Policy instance 3
Insurance contract or identification numberSL10442
Number of Individuals Covered4121
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,968,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
Insurance contract or identification numberH2001
Number of Individuals Covered757
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedRETIREE SUPPLEMENTAL
Welfare Benefit Premiums Paid to CarrierUSD $1,196,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract numberG1800
Policy instance 2
Insurance contract or identification numberG1800
Number of Individuals Covered4643
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,662,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2989/C-4279
Policy instance 1
Insurance contract or identification numberG2989/C-4279
Number of Individuals Covered7110
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $387,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30992
Policy instance 2
Insurance contract or identification numberHCL30992
Number of Individuals Covered4599
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,700,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2989/C-4279
Policy instance 1
Insurance contract or identification numberG2989/C-4279
Number of Individuals Covered7127
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $392,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30992
Policy instance 2
Insurance contract or identification numberHCL30992
Number of Individuals Covered4859
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,614,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2989/C-4279
Policy instance 1
Insurance contract or identification numberG2989/C-4279
Number of Individuals Covered7336
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $400,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2989/C-4279
Policy instance 1
Insurance contract or identification numberG-2989/C-4279
Number of Individuals Covered7245
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 $396,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30992
Policy instance 2
Insurance contract or identification numberHCL30992
Number of Individuals Covered4883
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,292,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30992
Policy instance 2
Insurance contract or identification numberHCL30992
Number of Individuals Covered4928
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,363,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2989/C-4279
Policy instance 1
Insurance contract or identification numberG-2989/C-4279
Number of Individuals Covered7575
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 $403,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2989/C-4279
Policy instance 1
Insurance contract or identification numberG-2989/C-4279
Number of Individuals Covered7747
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 $392,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-4279
Policy instance 2
Insurance contract or identification numberC-4279
Number of Individuals Covered6123
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 BenefitNo
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 $89,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2989
Policy instance 1
Insurance contract or identification numberG-2989
Number of Individuals Covered7038
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
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 $285,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-4279
Policy instance 2
Insurance contract or identification numberC-4279
Number of Individuals Covered6016
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 BenefitNo
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 $40,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2989
Policy instance 1
Insurance contract or identification numberG-2989
Number of Individuals Covered6916
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
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 $315,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2989
Policy instance 1
Insurance contract or identification numberG-2989
Number of Individuals Covered6276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
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 $312,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-4279
Policy instance 2
Insurance contract or identification numberC-4279
Number of Individuals Covered5382
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 BenefitNo
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 $40,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number00000000
Policy instance 3
Insurance contract or identification number00000000
Number of Individuals Covered6276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $129,238
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,078,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129,238
Insurance broker organization code?3
Insurance broker nameMPL, LLC

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