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ROOFERS LOCAL NO. 9 HEALTH PLAN 401k Plan overview

Plan NameROOFERS LOCAL NO. 9 HEALTH PLAN
Plan identification number 502

ROOFERS LOCAL NO. 9 HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES-ROOFERS LOCAL NO. 9 HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES-ROOFERS LOCAL NO. 9 HEALTH FUND
Employer identification number (EIN):066061613
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROOFERS LOCAL NO. 9 HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01MARK CANINO2023-10-06
5022021-01-01MARK CANINO2022-09-26 MICHAEL THOMPSON2022-10-05
5022020-01-01MARK CANINO2021-10-12 MICHAEL THOMPSON2021-10-12
5022019-01-01MARK CANINO2020-09-30 MICHAEL THOMPSON2020-10-09
5022018-01-01MARK CANINO2019-09-25 MICHAEL THOMPSON2019-09-30
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01GERARD J. FRAME
5022013-01-01GERARD J. FRAME
5022012-01-01GERARD J. FRAME
5022011-01-01GERARD J. FRAME
5022010-01-01GERARD J. FRAME
5022009-01-01GERARD FRAME
5022009-01-01GERARD FRAME

Plan Statistics for ROOFERS LOCAL NO. 9 HEALTH PLAN

401k plan membership statisitcs for ROOFERS LOCAL NO. 9 HEALTH PLAN

Measure Date Value
2022: ROOFERS LOCAL NO. 9 HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Total of all active and inactive participants2022-01-01188
Number of employers contributing to the scheme2022-01-0110
2021: ROOFERS LOCAL NO. 9 HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01186
Total of all active and inactive participants2021-01-01186
Number of employers contributing to the scheme2021-01-0112
2020: ROOFERS LOCAL NO. 9 HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Total of all active and inactive participants2020-01-01199
Number of employers contributing to the scheme2020-01-0111
2019: ROOFERS LOCAL NO. 9 HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01222
Total of all active and inactive participants2019-01-01222
Number of employers contributing to the scheme2019-01-019
2018: ROOFERS LOCAL NO. 9 HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01231
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-012
Total of all active and inactive participants2018-01-01208
Number of employers contributing to the scheme2018-01-0111
2017: ROOFERS LOCAL NO. 9 HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01231
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01231
Number of employers contributing to the scheme2017-01-0114
2016: ROOFERS LOCAL NO. 9 HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01232
Total number of active participants reported on line 7a of the Form 55002016-01-01231
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01231
Number of employers contributing to the scheme2016-01-0116
2015: ROOFERS LOCAL NO. 9 HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01219
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01232
Number of employers contributing to the scheme2015-01-0114
2014: ROOFERS LOCAL NO. 9 HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01216
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01219
Number of employers contributing to the scheme2014-01-0115
2013: ROOFERS LOCAL NO. 9 HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01216
Total of all active and inactive participants2013-01-01216
Number of employers contributing to the scheme2013-01-0116
2012: ROOFERS LOCAL NO. 9 HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01201
Number of employers contributing to the scheme2012-01-0115
2011: ROOFERS LOCAL NO. 9 HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01184
Number of employers contributing to the scheme2011-01-0115
2010: ROOFERS LOCAL NO. 9 HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01244
Total number of active participants reported on line 7a of the Form 55002010-01-01195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01195
Number of employers contributing to the scheme2010-01-0115
2009: ROOFERS LOCAL NO. 9 HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01258
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01244

Financial Data on ROOFERS LOCAL NO. 9 HEALTH PLAN

Measure Date Value
2022 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-368,338
Total unrealized appreciation/depreciation of assets2022-12-31$-368,338
Total income from all sources (including contributions)2022-12-31$2,938,421
Total loss/gain on sale of assets2022-12-31$-115,042
Total of all expenses incurred2022-12-31$3,452,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,143,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,889,819
Value of total assets at end of year2022-12-31$4,355,141
Value of total assets at beginning of year2022-12-31$4,869,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$309,328
Total interest from all sources2022-12-31$72,216
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,765
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$92,204
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$27,870
Other income not declared elsewhere2022-12-31$448,001
Administrative expenses (other) incurred2022-12-31$27,117
Total non interest bearing cash at end of year2022-12-31$836,445
Total non interest bearing cash at beginning of year2022-12-31$351,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-514,293
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,355,141
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,869,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,990
Income. Interest from US Government securities2022-12-31$14,253
Income. Interest from corporate debt instruments2022-12-31$57,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$36,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$23,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$23,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$510
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$333,817
Asset value of US Government securities at end of year2022-12-31$1,758,794
Asset value of US Government securities at beginning of year2022-12-31$2,298,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,861,949
Income. Dividends from common stock2022-12-31$11,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,809,569
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$895,104
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,204,490
Contract administrator fees2022-12-31$144,017
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$828,389
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$991,974
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,989,630
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,104,672
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$82,447
Total unrealized appreciation/depreciation of assets2021-12-31$82,447
Total income from all sources (including contributions)2021-12-31$2,800,035
Total loss/gain on sale of assets2021-12-31$47,488
Total of all expenses incurred2021-12-31$3,199,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,912,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,553,879
Value of total assets at end of year2021-12-31$4,869,434
Value of total assets at beginning of year2021-12-31$5,268,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$286,770
Total interest from all sources2021-12-31$64,451
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,479
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$66,340
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,776
Other income not declared elsewhere2021-12-31$39,291
Administrative expenses (other) incurred2021-12-31$19,811
Total non interest bearing cash at end of year2021-12-31$351,339
Total non interest bearing cash at beginning of year2021-12-31$257,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-399,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,869,434
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,268,919
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$48,184
Income. Interest from US Government securities2021-12-31$27,225
Income. Interest from corporate debt instruments2021-12-31$37,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$23,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$28,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$28,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$326,748
Asset value of US Government securities at end of year2021-12-31$2,298,189
Asset value of US Government securities at beginning of year2021-12-31$2,436,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,544,103
Income. Dividends from common stock2021-12-31$12,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,586,002
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,204,490
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,425,078
Contract administrator fees2021-12-31$152,435
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$991,974
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,121,280
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$7,226,574
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,179,086
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$246,279
Total unrealized appreciation/depreciation of assets2020-12-31$246,279
Total income from all sources (including contributions)2020-12-31$3,477,819
Total loss/gain on sale of assets2020-12-31$5,604
Total of all expenses incurred2020-12-31$3,597,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,307,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,911,289
Value of total assets at end of year2020-12-31$5,268,919
Value of total assets at beginning of year2020-12-31$5,388,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$290,180
Total interest from all sources2020-12-31$84,187
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$24,423
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,056
Other income not declared elsewhere2020-12-31$216,041
Administrative expenses (other) incurred2020-12-31$20,868
Total non interest bearing cash at end of year2020-12-31$257,690
Total non interest bearing cash at beginning of year2020-12-31$727,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-119,631
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,268,919
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,388,550
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$84,978
Income. Interest from US Government securities2020-12-31$41,775
Income. Interest from corporate debt instruments2020-12-31$42,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$28,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$151
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$380,581
Asset value of US Government securities at end of year2020-12-31$2,436,837
Asset value of US Government securities at beginning of year2020-12-31$2,368,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,890,233
Income. Dividends from common stock2020-12-31$14,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,926,689
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,425,078
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,294,486
Contract administrator fees2020-12-31$159,911
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,121,280
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$973,192
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$7,135,331
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,129,727
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$264,875
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$264,875
Total unrealized appreciation/depreciation of assets2019-12-31$264,875
Total unrealized appreciation/depreciation of assets2019-12-31$264,875
Total income from all sources (including contributions)2019-12-31$3,629,196
Total income from all sources (including contributions)2019-12-31$3,629,196
Total loss/gain on sale of assets2019-12-31$81,382
Total loss/gain on sale of assets2019-12-31$81,382
Total of all expenses incurred2019-12-31$3,097,805
Total of all expenses incurred2019-12-31$3,097,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,863,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,028,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,028,299
Value of total assets at end of year2019-12-31$5,388,550
Value of total assets at end of year2019-12-31$5,388,550
Value of total assets at beginning of year2019-12-31$4,857,159
Value of total assets at beginning of year2019-12-31$4,857,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$233,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$233,949
Total interest from all sources2019-12-31$84,857
Total interest from all sources2019-12-31$84,857
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,111
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$28,893
Administrative expenses professional fees incurred2019-12-31$28,893
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,837
Contributions received from participants2019-12-31$3,837
Other income not declared elsewhere2019-12-31$150,672
Other income not declared elsewhere2019-12-31$150,672
Administrative expenses (other) incurred2019-12-31$22,380
Administrative expenses (other) incurred2019-12-31$22,380
Total non interest bearing cash at end of year2019-12-31$727,811
Total non interest bearing cash at end of year2019-12-31$727,811
Total non interest bearing cash at beginning of year2019-12-31$246,676
Total non interest bearing cash at beginning of year2019-12-31$246,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$531,391
Value of net income/loss2019-12-31$531,391
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,388,550
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,388,550
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,857,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$79,163
Investment advisory and management fees2019-12-31$79,163
Income. Interest from US Government securities2019-12-31$39,669
Income. Interest from US Government securities2019-12-31$39,669
Income. Interest from corporate debt instruments2019-12-31$42,980
Income. Interest from corporate debt instruments2019-12-31$42,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,208
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$362,023
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$362,023
Asset value of US Government securities at end of year2019-12-31$2,368,953
Asset value of US Government securities at end of year2019-12-31$2,368,953
Asset value of US Government securities at beginning of year2019-12-31$2,368,573
Asset value of US Government securities at beginning of year2019-12-31$2,368,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,024,462
Contributions received in cash from employer2019-12-31$3,024,462
Income. Dividends from common stock2019-12-31$19,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,501,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,501,833
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,294,486
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,294,486
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,250,656
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,250,656
Contract administrator fees2019-12-31$103,513
Contract administrator fees2019-12-31$103,513
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$973,192
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$973,192
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$958,863
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,751,665
Aggregate proceeds on sale of assets2019-12-31$6,751,665
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,670,283
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,670,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
Accountancy firm EIN2019-12-31611436956
2018 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-129,206
Total unrealized appreciation/depreciation of assets2018-12-31$-129,206
Total income from all sources (including contributions)2018-12-31$2,624,157
Total loss/gain on sale of assets2018-12-31$-44,499
Total of all expenses incurred2018-12-31$3,558,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,339,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,415,539
Value of total assets at end of year2018-12-31$4,857,159
Value of total assets at beginning of year2018-12-31$5,791,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219,037
Total interest from all sources2018-12-31$97,991
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$35,241
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$23,341
Other income not declared elsewhere2018-12-31$263,784
Administrative expenses (other) incurred2018-12-31$33,717
Total non interest bearing cash at end of year2018-12-31$246,676
Total non interest bearing cash at beginning of year2018-12-31$698,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-934,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,857,159
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,791,365
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$54,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$97,634
Income. Interest from US Government securities2018-12-31$47,807
Income. Interest from corporate debt instruments2018-12-31$49,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$32,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$844
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$317,684
Asset value of US Government securities at end of year2018-12-31$2,368,573
Asset value of US Government securities at beginning of year2018-12-31$2,566,956
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$2,392,198
Income. Dividends from common stock2018-12-31$20,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,021,642
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,250,656
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,339,426
Contract administrator fees2018-12-31$95,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$958,863
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,063,120
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$6,585,832
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,630,331
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$139,931
Total unrealized appreciation/depreciation of assets2017-12-31$139,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,252,366
Total loss/gain on sale of assets2017-12-31$57,031
Total of all expenses incurred2017-12-31$3,538,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,338,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,702,667
Value of total assets at end of year2017-12-31$5,791,365
Value of total assets at beginning of year2017-12-31$6,077,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$200,058
Total interest from all sources2017-12-31$89,869
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,552
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$2,452
Administrative expenses professional fees incurred2017-12-31$37,993
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$27,401
Other income not declared elsewhere2017-12-31$239,316
Administrative expenses (other) incurred2017-12-31$13,183
Total non interest bearing cash at end of year2017-12-31$698,763
Total non interest bearing cash at beginning of year2017-12-31$1,295,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-285,904
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,791,365
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,077,269
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$41,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$97,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$96,722
Income. Interest from US Government securities2017-12-31$45,521
Income. Interest from corporate debt instruments2017-12-31$44,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$35,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$35,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$293
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$317,765
Asset value of US Government securities at end of year2017-12-31$2,566,956
Asset value of US Government securities at beginning of year2017-12-31$2,280,645
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$2,675,266
Income. Dividends from common stock2017-12-31$21,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,020,447
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,339,426
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,065,592
Contract administrator fees2017-12-31$107,021
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,063,120
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,303,713
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$3,835,383
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,778,352
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$88,676
Total unrealized appreciation/depreciation of assets2016-12-31$88,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,212,092
Total loss/gain on sale of assets2016-12-31$-10,918
Total of all expenses incurred2016-12-31$2,858,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,632,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,913,684
Value of total assets at end of year2016-12-31$6,077,269
Value of total assets at beginning of year2016-12-31$5,723,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$225,889
Total interest from all sources2016-12-31$86,851
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$28,762
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$2,373
Administrative expenses professional fees incurred2016-12-31$46,494
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,511
Other income not declared elsewhere2016-12-31$105,037
Administrative expenses (other) incurred2016-12-31$33,048
Total non interest bearing cash at end of year2016-12-31$1,295,089
Total non interest bearing cash at beginning of year2016-12-31$1,134,589
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$354,045
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,077,269
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,723,224
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$35,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$96,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,908
Income. Interest from US Government securities2016-12-31$43,422
Income. Interest from corporate debt instruments2016-12-31$43,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$35,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$423,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$423,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$326,272
Asset value of US Government securities at end of year2016-12-31$2,280,645
Asset value of US Government securities at beginning of year2016-12-31$1,793,840
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$2,911,173
Income. Dividends from common stock2016-12-31$26,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,305,886
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,065,592
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,093,553
Contract administrator fees2016-12-31$110,856
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,303,713
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,181,442
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$4,124,555
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,135,473
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2016-12-31060931761
2015 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-42,409
Total unrealized appreciation/depreciation of assets2015-12-31$-42,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,784,027
Total loss/gain on sale of assets2015-12-31$-31,365
Total of all expenses incurred2015-12-31$2,444,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,233,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,739,810
Value of total assets at end of year2015-12-31$5,723,224
Value of total assets at beginning of year2015-12-31$5,383,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$210,932
Total interest from all sources2015-12-31$91,816
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,411
Administrative expenses professional fees incurred2015-12-31$21,794
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$25,780
Other income not declared elsewhere2015-12-31$659
Administrative expenses (other) incurred2015-12-31$41,267
Total non interest bearing cash at end of year2015-12-31$1,134,589
Total non interest bearing cash at beginning of year2015-12-31$839,516
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$339,290
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,723,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,383,934
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$35,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$97,741
Income. Interest from US Government securities2015-12-31$46,684
Income. Interest from corporate debt instruments2015-12-31$45,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$423,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$433,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$433,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$264,648
Asset value of US Government securities at end of year2015-12-31$1,793,840
Asset value of US Government securities at beginning of year2015-12-31$1,780,068
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$2,714,030
Income. Dividends from common stock2015-12-31$23,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,969,157
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,093,553
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,070,288
Contract administrator fees2015-12-31$111,900
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,181,442
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,163,193
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$4,389,893
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,421,258
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$141,308
Total unrealized appreciation/depreciation of assets2014-12-31$141,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,979
Total income from all sources (including contributions)2014-12-31$2,675,867
Total loss/gain on sale of assets2014-12-31$-940
Total of all expenses incurred2014-12-31$2,701,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,463,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,413,888
Value of total assets at end of year2014-12-31$5,383,934
Value of total assets at beginning of year2014-12-31$5,423,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$238,173
Total interest from all sources2014-12-31$97,806
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,805
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$3,085
Administrative expenses professional fees incurred2014-12-31$43,174
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$29,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,979
Administrative expenses (other) incurred2014-12-31$47,700
Total non interest bearing cash at end of year2014-12-31$839,516
Total non interest bearing cash at beginning of year2014-12-31$727,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-25,956
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,383,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,409,890
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$35,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$97,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$141,862
Income. Interest from US Government securities2014-12-31$53,134
Income. Interest from corporate debt instruments2014-12-31$44,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$433,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$50,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$50,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$211,540
Asset value of US Government securities at end of year2014-12-31$1,780,068
Asset value of US Government securities at beginning of year2014-12-31$2,304,758
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$2,384,514
Income. Dividends from common stock2014-12-31$20,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,252,110
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,070,288
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$971,168
Contract administrator fees2014-12-31$111,459
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,163,193
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,228,444
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$4,510,776
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,511,716
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$150,328
Total unrealized appreciation/depreciation of assets2013-12-31$150,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,851
Total income from all sources (including contributions)2013-12-31$2,907,182
Total loss/gain on sale of assets2013-12-31$24,020
Total of all expenses incurred2013-12-31$2,293,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,105,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,612,972
Value of total assets at end of year2013-12-31$5,445,909
Value of total assets at beginning of year2013-12-31$4,858,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$187,881
Total interest from all sources2013-12-31$96,555
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,966
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$3,356
Administrative expenses professional fees incurred2013-12-31$40,517
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$19,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$40,851
Other income not declared elsewhere2013-12-31$341
Administrative expenses (other) incurred2013-12-31$11,351
Total non interest bearing cash at end of year2013-12-31$749,491
Total non interest bearing cash at beginning of year2013-12-31$429,441
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$613,919
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,431,930
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,818,011
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$32,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$141,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,806
Income. Interest from US Government securities2013-12-31$49,044
Income. Interest from corporate debt instruments2013-12-31$47,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$50,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$312,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$312,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$144
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$218,312
Asset value of US Government securities at end of year2013-12-31$2,304,758
Asset value of US Government securities at beginning of year2013-12-31$2,019,968
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$2,593,298
Income. Dividends from common stock2013-12-31$19,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,887,070
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$971,168
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,120,716
Contract administrator fees2013-12-31$103,656
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,228,444
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$889,228
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$4,041,857
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,017,837
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$134,277
Total unrealized appreciation/depreciation of assets2012-12-31$134,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,584
Total income from all sources (including contributions)2012-12-31$2,804,240
Total loss/gain on sale of assets2012-12-31$-16,267
Total of all expenses incurred2012-12-31$2,681,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,430,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,548,328
Value of total assets at end of year2012-12-31$4,858,862
Value of total assets at beginning of year2012-12-31$4,733,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$250,412
Total interest from all sources2012-12-31$115,844
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$22,058
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$2,774
Administrative expenses professional fees incurred2012-12-31$51,503
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$40,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,584
Administrative expenses (other) incurred2012-12-31$17,623
Total non interest bearing cash at end of year2012-12-31$429,441
Total non interest bearing cash at beginning of year2012-12-31$562,373
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$122,979
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,818,011
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,695,032
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$31,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$83,600
Income. Interest from US Government securities2012-12-31$59,741
Income. Interest from corporate debt instruments2012-12-31$55,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$312,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$277,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$277,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$131
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$189,135
Asset value of US Government securities at end of year2012-12-31$2,019,968
Asset value of US Government securities at beginning of year2012-12-31$1,884,641
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$2,547,961
Income. Dividends from common stock2012-12-31$19,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,241,714
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,120,716
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,161,633
Contract administrator fees2012-12-31$150,112
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$889,228
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$763,965
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$3,922,760
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,939,027
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$67,424
Total unrealized appreciation/depreciation of assets2011-12-31$67,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,710,883
Total loss/gain on sale of assets2011-12-31$-8,923
Total of all expenses incurred2011-12-31$2,450,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,212,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,533,241
Value of total assets at end of year2011-12-31$4,733,616
Value of total assets at beginning of year2011-12-31$4,434,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$237,722
Total interest from all sources2011-12-31$102,050
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,008
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$3,148
Administrative expenses professional fees incurred2011-12-31$58,829
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$83
Administrative expenses (other) incurred2011-12-31$10,366
Total non interest bearing cash at end of year2011-12-31$562,373
Total non interest bearing cash at beginning of year2011-12-31$479,693
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$260,238
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,695,032
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,434,794
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$33,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$83,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$82,040
Income. Interest from US Government securities2011-12-31$42,441
Income. Interest from corporate debt instruments2011-12-31$59,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$277,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$226,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$226,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$236
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$151,080
Asset value of US Government securities at end of year2011-12-31$1,884,641
Asset value of US Government securities at beginning of year2011-12-31$1,590,677
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$2,514,388
Income. Dividends from common stock2011-12-31$13,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,061,843
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,161,633
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,301,962
Contract administrator fees2011-12-31$134,933
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$763,965
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$753,948
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$4,651,211
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,660,134
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 : ROOFERS LOCAL NO. 9 HEALTH PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$92,743
Total unrealized appreciation/depreciation of assets2010-12-31$92,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,760
Total income from all sources (including contributions)2010-12-31$2,233,812
Total loss/gain on sale of assets2010-12-31$51,327
Total of all expenses incurred2010-12-31$2,340,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,937,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,931,205
Value of total assets at end of year2010-12-31$4,434,794
Value of total assets at beginning of year2010-12-31$4,581,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$402,565
Total interest from all sources2010-12-31$130,355
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,268
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$4,955
Administrative expenses professional fees incurred2010-12-31$71,047
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$40,760
Other income not declared elsewhere2010-12-31$11,914
Administrative expenses (other) incurred2010-12-31$16,799
Total non interest bearing cash at end of year2010-12-31$479,693
Total non interest bearing cash at beginning of year2010-12-31$326,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-106,215
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,434,794
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,541,009
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$30,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$82,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$149,443
Income. Interest from US Government securities2010-12-31$62,310
Income. Interest from corporate debt instruments2010-12-31$67,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$226,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$79,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$79,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$55
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$17,006
Asset value of US Government securities at end of year2010-12-31$1,590,677
Asset value of US Government securities at beginning of year2010-12-31$1,844,530
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$1,926,665
Income. Dividends from common stock2010-12-31$11,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,920,456
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,301,962
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,423,886
Contract administrator fees2010-12-31$283,913
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$753,948
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$757,541
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$7,324,360
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,273,033
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 ROOFERS LOCAL NO. 9 HEALTH PLAN

2022: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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: ROOFERS LOCAL NO. 9 HEALTH 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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered170
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,444
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered187
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 $9,494
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered187
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 $314,943
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered154
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,066
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered198
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 $8,508
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered186
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 $309,174
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered196
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 $356,675
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered200
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 $10,294
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered182
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,121
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered202
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 $11,380
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered222
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 $11,017
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered222
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 $337,089
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered187
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 $10,500
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered210
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 $294,893
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered206
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 $10,164
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,023
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered230
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits 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 $9,107
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered231
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $295,178
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered228
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 $244,566
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered207
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,002
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered227
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 $9,079
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered219
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 $192,936
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered218
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 $8,420
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered198
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,184
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 numberCL4332
Policy instance 3
Insurance contract or identification numberCL4332
Number of Individuals Covered197
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,651
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered217
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 $8,659
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered216
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 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 $199,002
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered201
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 BenefitYes
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 $17,777
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered201
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
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 $171,359
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered184
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
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 $135,289
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered183
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 BenefitYes
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 $15,791
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 number800268
Policy instance 1
Insurance contract or identification number800268
Number of Individuals Covered194
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $131,155
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-8556
Policy instance 2
Insurance contract or identification numberG-8556
Number of Individuals Covered195
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 BenefitYes
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 $17,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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