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LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 401k Plan overview

Plan NameLABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND
Plan identification number 501

LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL 1298 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL 1298 WELFARE FUND
Employer identification number (EIN):111628171
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01ANNALISA DEFALCO2023-04-05 GEORGE F. TRUICKO, JR.2023-04-05
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01GEORGE TRUICKO, JR.
5012015-07-01GEORGE TRUICKO, JR.
5012014-07-01GEORGE TRUICKO, JR.
5012013-07-01GEORGE TRUICKO, JR.
5012012-07-01GEORGE TRUICKO, JR.
5012011-07-01GEORGE TRUICKO JR
5012010-07-01GEORGE TRUICKO JR
5012009-07-01GEORGE TRUICKO JR

Plan Statistics for LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND

401k plan membership statisitcs for LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND

Measure Date Value
2021: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,473
Total number of active participants reported on line 7a of the Form 55002021-07-011,132
Number of retired or separated participants receiving benefits2021-07-01247
Total of all active and inactive participants2021-07-011,379
Number of employers contributing to the scheme2021-07-01197
2020: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-011,531
Total number of active participants reported on line 7a of the Form 55002020-07-011,195
Number of retired or separated participants receiving benefits2020-07-01278
Total of all active and inactive participants2020-07-011,473
Number of employers contributing to the scheme2020-07-01142
2019: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-011,194
Total number of active participants reported on line 7a of the Form 55002019-07-011,250
Number of retired or separated participants receiving benefits2019-07-01281
Total of all active and inactive participants2019-07-011,531
Total participants2019-07-011,531
Number of employers contributing to the scheme2019-07-01152
2018: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-011,415
Total number of active participants reported on line 7a of the Form 55002018-07-011,194
Number of retired or separated participants receiving benefits2018-07-01302
Total of all active and inactive participants2018-07-011,496
Total participants2018-07-011,496
Number of employers contributing to the scheme2018-07-01175
2017: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-011,412
Total number of active participants reported on line 7a of the Form 55002017-07-011,113
Number of retired or separated participants receiving benefits2017-07-01302
Total of all active and inactive participants2017-07-011,415
Total participants2017-07-011,415
Number of employers contributing to the scheme2017-07-01161
2016: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-011,017
Total number of active participants reported on line 7a of the Form 55002016-07-011,078
Number of retired or separated participants receiving benefits2016-07-01334
Total of all active and inactive participants2016-07-011,412
Total participants2016-07-011,412
Number of employers contributing to the scheme2016-07-01187
2015: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01953
Total number of active participants reported on line 7a of the Form 55002015-07-011,017
Number of retired or separated participants receiving benefits2015-07-01334
Total of all active and inactive participants2015-07-011,351
Total participants2015-07-010
Number of employers contributing to the scheme2015-07-01192
2014: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-011,331
Total number of active participants reported on line 7a of the Form 55002014-07-01953
Number of retired or separated participants receiving benefits2014-07-01364
Total of all active and inactive participants2014-07-011,317
Total participants2014-07-010
Number of employers contributing to the scheme2014-07-01178
2013: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-011,307
Total number of active participants reported on line 7a of the Form 55002013-07-01967
Number of retired or separated participants receiving benefits2013-07-01364
Total of all active and inactive participants2013-07-011,331
Total participants2013-07-010
Number of employers contributing to the scheme2013-07-01160
2012: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,381
Total number of active participants reported on line 7a of the Form 55002012-07-01916
Number of retired or separated participants receiving benefits2012-07-01391
Total of all active and inactive participants2012-07-011,307
Total participants2012-07-010
Number of employers contributing to the scheme2012-07-01149
2011: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,466
Total number of active participants reported on line 7a of the Form 55002011-07-01967
Number of retired or separated participants receiving benefits2011-07-01414
Total of all active and inactive participants2011-07-011,381
Total participants2011-07-011,381
Number of employers contributing to the scheme2011-07-01150
2010: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-011,454
Total number of active participants reported on line 7a of the Form 55002010-07-011,020
Number of retired or separated participants receiving benefits2010-07-01446
Total of all active and inactive participants2010-07-011,466
Total participants2010-07-011,466
Number of employers contributing to the scheme2010-07-01184
2009: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-011,498
Total number of active participants reported on line 7a of the Form 55002009-07-01995
Number of retired or separated participants receiving benefits2009-07-01459
Total of all active and inactive participants2009-07-011,454
Total participants2009-07-011,454
Number of employers contributing to the scheme2009-07-01166

Financial Data on LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND

Measure Date Value
2022 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-541,621
Total unrealized appreciation/depreciation of assets2022-06-30$-541,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$13,263,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$12,295,600
Total income from all sources (including contributions)2022-06-30$31,575,555
Total loss/gain on sale of assets2022-06-30$-5,175
Total of all expenses incurred2022-06-30$35,939,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$33,374,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$32,672,372
Value of total assets at end of year2022-06-30$39,440,180
Value of total assets at beginning of year2022-06-30$42,836,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,564,942
Total interest from all sources2022-06-30$493,239
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$204,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$204,152
Administrative expenses professional fees incurred2022-06-30$276,318
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$848,963
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$22,775,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$651,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$1,432,704
Other income not declared elsewhere2022-06-30$619
Administrative expenses (other) incurred2022-06-30$1,305,521
Liabilities. Value of operating payables at end of year2022-06-30$276,879
Liabilities. Value of operating payables at beginning of year2022-06-30$263,166
Total non interest bearing cash at end of year2022-06-30$3,811,196
Total non interest bearing cash at beginning of year2022-06-30$3,147,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,364,362
Value of net assets at end of year (total assets less liabilities)2022-06-30$26,176,448
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$30,540,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$2,464,700
Assets. partnership/joint venture interests at beginning of year2022-06-30$2,333,087
Investment advisory and management fees2022-06-30$103,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,894,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,275,466
Interest earned on other investments2022-06-30$335,555
Income. Interest from US Government securities2022-06-30$100,665
Income. Interest from corporate debt instruments2022-06-30$56,193
Value of interest in common/collective trusts at end of year2022-06-30$5,648,376
Value of interest in common/collective trusts at beginning of year2022-06-30$6,323,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$6,858,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$8,626,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$8,626,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$6,839,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$8,143,922
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$694,247
Asset value of US Government securities at end of year2022-06-30$4,514,840
Asset value of US Government securities at beginning of year2022-06-30$4,694,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-582,280
Net investment gain or loss from common/collective trusts2022-06-30$-665,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$31,823,409
Employer contributions (assets) at end of year2022-06-30$3,821,004
Employer contributions (assets) at beginning of year2022-06-30$2,635,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$9,905,183
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$1,921,269
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$2,202,789
Contract administrator fees2022-06-30$879,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Liabilities. Value of benefit claims payable at end of year2022-06-30$12,986,853
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$12,032,434
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$14,751
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$21,954
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$2,753,959
Aggregate carrying amount (costs) on sale of assets2022-06-30$2,759,134
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GETTRY MARCUS CPA
Accountancy firm EIN2022-06-30133418879
2021 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$178,133
Total unrealized appreciation/depreciation of assets2021-06-30$178,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$12,295,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$10,858,221
Total income from all sources (including contributions)2021-06-30$34,077,018
Total loss/gain on sale of assets2021-06-30$67,347
Total of all expenses incurred2021-06-30$35,247,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$32,673,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$30,355,140
Value of total assets at end of year2021-06-30$42,836,410
Value of total assets at beginning of year2021-06-30$42,569,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,573,781
Total interest from all sources2021-06-30$423,619
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$133,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$133,261
Administrative expenses professional fees incurred2021-06-30$266,714
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$3,055,927
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$801,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$22,115,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$1,432,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$102,034
Administrative expenses (other) incurred2021-06-30$1,301,229
Liabilities. Value of operating payables at end of year2021-06-30$263,166
Liabilities. Value of operating payables at beginning of year2021-06-30$45,047
Total non interest bearing cash at end of year2021-06-30$3,147,208
Total non interest bearing cash at beginning of year2021-06-30$8,212,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,170,549
Value of net assets at end of year (total assets less liabilities)2021-06-30$30,540,810
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$31,711,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$2,333,087
Assets. partnership/joint venture interests at beginning of year2021-06-30$2,137,398
Investment advisory and management fees2021-06-30$82,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,275,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,940,614
Interest earned on other investments2021-06-30$238,880
Income. Interest from US Government securities2021-06-30$50,276
Income. Interest from corporate debt instruments2021-06-30$67,395
Value of interest in common/collective trusts at end of year2021-06-30$6,323,040
Value of interest in common/collective trusts at beginning of year2021-06-30$7,995,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$8,626,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$2,118,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$2,118,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$67,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$8,143,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$7,921,056
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$560,083
Asset value of US Government securities at end of year2021-06-30$4,694,417
Asset value of US Government securities at beginning of year2021-06-30$5,033,215
Net investment gain or loss from common/collective trusts2021-06-30$2,919,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$29,553,803
Employer contributions (assets) at end of year2021-06-30$2,635,477
Employer contributions (assets) at beginning of year2021-06-30$3,023,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$9,998,302
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$2,202,789
Contract administrator fees2021-06-30$923,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Liabilities. Value of benefit claims payable at end of year2021-06-30$12,032,434
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$10,813,174
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$21,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$29,392
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$7,095,700
Aggregate carrying amount (costs) on sale of assets2021-06-30$7,028,353
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GETTRY MARCUS CPA P.C.
Accountancy firm EIN2021-06-30133418879
2020 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$299,762
Total unrealized appreciation/depreciation of assets2020-06-30$299,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$10,858,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$10,030,034
Total income from all sources (including contributions)2020-06-30$31,979,484
Total loss/gain on sale of assets2020-06-30$74,705
Total of all expenses incurred2020-06-30$30,539,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$28,246,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$30,371,455
Value of total assets at end of year2020-06-30$42,569,580
Value of total assets at beginning of year2020-06-30$40,301,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,293,676
Total interest from all sources2020-06-30$562,554
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$117,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$117,092
Administrative expenses professional fees incurred2020-06-30$247,887
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$753,675
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$18,975,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$102,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$161,895
Administrative expenses (other) incurred2020-06-30$1,203,018
Liabilities. Value of operating payables at end of year2020-06-30$45,047
Liabilities. Value of operating payables at beginning of year2020-06-30$29,461
Total non interest bearing cash at end of year2020-06-30$8,212,392
Total non interest bearing cash at beginning of year2020-06-30$6,318,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,439,567
Value of net assets at end of year (total assets less liabilities)2020-06-30$31,711,359
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$30,271,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$2,137,398
Investment advisory and management fees2020-06-30$87,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,940,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,875,864
Value of interest in pooled separate accounts at end of year2020-06-30$0
Interest earned on other investments2020-06-30$329,903
Income. Interest from US Government securities2020-06-30$56,388
Income. Interest from corporate debt instruments2020-06-30$94,982
Value of interest in common/collective trusts at end of year2020-06-30$7,995,303
Value of interest in common/collective trusts at beginning of year2020-06-30$7,437,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$2,118,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,991,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,991,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$81,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$7,921,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$9,128,737
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$555,345
Asset value of US Government securities at end of year2020-06-30$5,033,215
Asset value of US Government securities at beginning of year2020-06-30$6,271,663
Net investment gain or loss from common/collective trusts2020-06-30$553,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$29,617,780
Employer contributions (assets) at end of year2020-06-30$3,023,783
Employer contributions (assets) at beginning of year2020-06-30$3,162,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,715,577
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$3,055,927
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$2,942,725
Contract administrator fees2020-06-30$755,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at end of year2020-06-30$10,813,174
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$10,000,573
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$29,392
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$10,985
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$5,983,530
Aggregate carrying amount (costs) on sale of assets2020-06-30$5,908,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2020-06-30112836481
2019 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$434,307
Total unrealized appreciation/depreciation of assets2019-06-30$434,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$10,030,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$9,249,074
Total income from all sources (including contributions)2019-06-30$29,580,790
Total loss/gain on sale of assets2019-06-30$-12,761
Total of all expenses incurred2019-06-30$30,901,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$28,552,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$27,488,735
Value of total assets at end of year2019-06-30$40,301,826
Value of total assets at beginning of year2019-06-30$40,841,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,348,521
Total interest from all sources2019-06-30$553,064
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$79,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$79,544
Administrative expenses professional fees incurred2019-06-30$264,697
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$686,887
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$20,181,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$161,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$1,118,017
Administrative expenses (other) incurred2019-06-30$1,225,287
Liabilities. Value of operating payables at end of year2019-06-30$29,461
Liabilities. Value of operating payables at beginning of year2019-06-30$115,972
Total non interest bearing cash at end of year2019-06-30$6,318,214
Total non interest bearing cash at beginning of year2019-06-30$5,861,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,320,601
Value of net assets at end of year (total assets less liabilities)2019-06-30$30,271,792
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$31,592,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$76,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,875,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,511,915
Value of interest in pooled separate accounts at end of year2019-06-30$0
Interest earned on other investments2019-06-30$236,457
Income. Interest from US Government securities2019-06-30$174,460
Income. Interest from corporate debt instruments2019-06-30$103,831
Value of interest in common/collective trusts at end of year2019-06-30$7,437,551
Value of interest in common/collective trusts at beginning of year2019-06-30$11,570,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,991,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,993,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,993,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$38,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$9,128,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$6,739,144
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$474,065
Asset value of US Government securities at end of year2019-06-30$6,271,663
Asset value of US Government securities at beginning of year2019-06-30$5,493,191
Net investment gain or loss from common/collective trusts2019-06-30$1,037,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$26,801,848
Employer contributions (assets) at end of year2019-06-30$3,162,595
Employer contributions (assets) at beginning of year2019-06-30$3,258,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,897,177
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$2,942,725
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$3,289,238
Contract administrator fees2019-06-30$782,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$10,000,573
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$9,133,102
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$10,985
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$5,799
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$5,770,291
Aggregate carrying amount (costs) on sale of assets2019-06-30$5,783,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2019-06-30112836481
2018 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-306,389
Total unrealized appreciation/depreciation of assets2018-06-30$-306,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$9,249,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$8,383,134
Total income from all sources (including contributions)2018-06-30$27,061,968
Total loss/gain on sale of assets2018-06-30$-29,758
Total of all expenses incurred2018-06-30$26,376,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$24,114,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$25,365,868
Value of total assets at end of year2018-06-30$40,841,467
Value of total assets at beginning of year2018-06-30$39,290,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,262,282
Total interest from all sources2018-06-30$516,536
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$58,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$58,434
Administrative expenses professional fees incurred2018-06-30$277,910
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$696,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$16,230,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$1,118,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$119,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$279,908
Administrative expenses (other) incurred2018-06-30$1,198,784
Liabilities. Value of operating payables at end of year2018-06-30$115,972
Liabilities. Value of operating payables at beginning of year2018-06-30$37,898
Total non interest bearing cash at end of year2018-06-30$5,861,015
Total non interest bearing cash at beginning of year2018-06-30$5,427,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$685,498
Value of net assets at end of year (total assets less liabilities)2018-06-30$31,592,393
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$30,906,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$81,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,511,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,505,067
Interest earned on other investments2018-06-30$220,532
Income. Interest from US Government securities2018-06-30$155,136
Income. Interest from corporate debt instruments2018-06-30$121,855
Value of interest in common/collective trusts at end of year2018-06-30$11,570,970
Value of interest in common/collective trusts at beginning of year2018-06-30$10,114,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,993,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,960,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,960,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$19,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$6,739,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,534,410
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$414,548
Asset value of US Government securities at end of year2018-06-30$5,493,191
Asset value of US Government securities at beginning of year2018-06-30$5,881,019
Net investment gain or loss from common/collective trusts2018-06-30$1,457,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$24,669,564
Employer contributions (assets) at end of year2018-06-30$3,258,242
Employer contributions (assets) at beginning of year2018-06-30$3,051,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$7,469,507
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$3,289,238
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$4,684,980
Contract administrator fees2018-06-30$704,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$9,133,102
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$8,065,328
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$5,799
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$11,727
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$7,471,178
Aggregate carrying amount (costs) on sale of assets2018-06-30$7,500,936
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2018-06-30112836481
2017 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-221,879
Total unrealized appreciation/depreciation of assets2017-06-30$-221,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$8,383,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$8,025,899
Total income from all sources (including contributions)2017-06-30$24,716,056
Total loss/gain on sale of assets2017-06-30$9,136
Total of all expenses incurred2017-06-30$22,981,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$20,740,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$22,833,889
Value of total assets at end of year2017-06-30$39,290,029
Value of total assets at beginning of year2017-06-30$37,198,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,241,690
Total interest from all sources2017-06-30$503,624
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$51,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$51,969
Administrative expenses professional fees incurred2017-06-30$259,780
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$735,243
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$13,873,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$119,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$414,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$279,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$113,568
Administrative expenses (other) incurred2017-06-30$1,200,173
Liabilities. Value of operating payables at end of year2017-06-30$37,898
Liabilities. Value of operating payables at beginning of year2017-06-30$289,383
Total non interest bearing cash at end of year2017-06-30$5,427,235
Total non interest bearing cash at beginning of year2017-06-30$5,078,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,734,064
Value of net assets at end of year (total assets less liabilities)2017-06-30$30,906,895
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$29,172,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$79,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,505,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,417,257
Interest earned on other investments2017-06-30$229,661
Income. Interest from US Government securities2017-06-30$143,417
Income. Interest from corporate debt instruments2017-06-30$126,716
Value of interest in common/collective trusts at end of year2017-06-30$10,114,723
Value of interest in common/collective trusts at beginning of year2017-06-30$8,575,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,960,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,085,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,085,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$3,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,534,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$6,318,395
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$391,919
Asset value of US Government securities at end of year2017-06-30$5,881,019
Asset value of US Government securities at beginning of year2017-06-30$6,450,807
Net investment gain or loss from common/collective trusts2017-06-30$1,539,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$22,098,646
Employer contributions (assets) at end of year2017-06-30$3,051,148
Employer contributions (assets) at beginning of year2017-06-30$2,846,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$6,475,004
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$4,684,980
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$1,738,109
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$2,255,461
Contract administrator fees2017-06-30$702,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$8,065,328
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$7,622,948
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$11,727
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$17,655
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$7,556,693
Aggregate carrying amount (costs) on sale of assets2017-06-30$7,547,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2017-06-30112836481
2016 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$196,855
Total unrealized appreciation/depreciation of assets2016-06-30$196,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,025,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$7,300,130
Total income from all sources (including contributions)2016-06-30$22,903,813
Total loss/gain on sale of assets2016-06-30$7,144
Total of all expenses incurred2016-06-30$21,925,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$19,618,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$22,117,337
Value of total assets at end of year2016-06-30$37,198,730
Value of total assets at beginning of year2016-06-30$35,494,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,307,003
Total interest from all sources2016-06-30$505,915
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$60,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$60,685
Administrative expenses professional fees incurred2016-06-30$264,120
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$742,851
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$13,694,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$414,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$105,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$113,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$116,277
Other income not declared elsewhere2016-06-30$-316,692
Administrative expenses (other) incurred2016-06-30$1,294,890
Liabilities. Value of operating payables at end of year2016-06-30$289,383
Liabilities. Value of operating payables at beginning of year2016-06-30$222,587
Total non interest bearing cash at end of year2016-06-30$5,078,964
Total non interest bearing cash at beginning of year2016-06-30$4,225,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$978,518
Value of net assets at end of year (total assets less liabilities)2016-06-30$29,172,831
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$28,194,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$75,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,417,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,382,879
Interest earned on other investments2016-06-30$236,437
Income. Interest from US Government securities2016-06-30$161,371
Income. Interest from corporate debt instruments2016-06-30$108,107
Value of interest in common/collective trusts at end of year2016-06-30$8,575,425
Value of interest in common/collective trusts at beginning of year2016-06-30$8,243,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,085,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,052,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,052,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$6,318,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$6,411,254
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$304,790
Asset value of US Government securities at end of year2016-06-30$6,450,807
Asset value of US Government securities at beginning of year2016-06-30$6,095,799
Net investment gain or loss from common/collective trusts2016-06-30$332,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$21,374,486
Employer contributions (assets) at end of year2016-06-30$2,846,201
Employer contributions (assets) at beginning of year2016-06-30$2,633,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,618,806
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$1,738,109
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$1,280,841
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$2,255,461
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$3,022,792
Contract administrator fees2016-06-30$672,164
Liabilities. Value of benefit claims payable at end of year2016-06-30$7,622,948
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$6,961,266
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$17,655
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$39,899
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$8,770,253
Aggregate carrying amount (costs) on sale of assets2016-06-30$8,763,109
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2016-06-30112836481
2015 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-84,035
Total unrealized appreciation/depreciation of assets2015-06-30$-84,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$7,300,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$6,405,114
Total income from all sources (including contributions)2015-06-30$21,243,026
Total loss/gain on sale of assets2015-06-30$35,057
Total of all expenses incurred2015-06-30$22,500,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$20,843,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$20,089,734
Value of total assets at end of year2015-06-30$35,494,443
Value of total assets at beginning of year2015-06-30$35,856,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,656,510
Total interest from all sources2015-06-30$587,911
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$22
Administrative expenses professional fees incurred2015-06-30$292,670
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$743,029
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$3,616,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$15,622,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$105,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$381,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$116,277
Other income not declared elsewhere2015-06-30$41,741
Administrative expenses (other) incurred2015-06-30$1,286,337
Liabilities. Value of operating payables at end of year2015-06-30$222,587
Liabilities. Value of operating payables at beginning of year2015-06-30$136,799
Total non interest bearing cash at end of year2015-06-30$4,225,587
Total non interest bearing cash at beginning of year2015-06-30$3,500,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,257,347
Value of net assets at end of year (total assets less liabilities)2015-06-30$28,194,313
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$29,451,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$77,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,382,879
Interest earned on other investments2015-06-30$241,384
Income. Interest from US Government securities2015-06-30$203,867
Income. Interest from corporate debt instruments2015-06-30$142,660
Value of interest in common/collective trusts at end of year2015-06-30$8,243,111
Value of interest in common/collective trusts at beginning of year2015-06-30$7,672,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,052,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,841,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,841,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$6,411,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$6,224,097
Asset value of US Government securities at end of year2015-06-30$6,095,799
Asset value of US Government securities at beginning of year2015-06-30$5,203,420
Net investment gain or loss from common/collective trusts2015-06-30$572,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$19,346,705
Employer contributions (assets) at end of year2015-06-30$2,633,919
Employer contributions (assets) at beginning of year2015-06-30$2,119,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$5,221,472
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$1,280,841
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$1,176,528
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$3,022,792
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$4,088,728
Liabilities. Value of benefit claims payable at end of year2015-06-30$6,961,266
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$6,268,315
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$39,899
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$31,665
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$12,315,147
Aggregate carrying amount (costs) on sale of assets2015-06-30$12,280,090
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2015-06-30112836481
2014 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$144,450
Total unrealized appreciation/depreciation of assets2014-06-30$144,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$6,405,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$6,217,463
Total income from all sources (including contributions)2014-06-30$19,802,159
Total loss/gain on sale of assets2014-06-30$-60,754
Total of all expenses incurred2014-06-30$20,707,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$19,238,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$17,380,020
Value of total assets at end of year2014-06-30$35,856,774
Value of total assets at beginning of year2014-06-30$36,574,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,468,897
Total interest from all sources2014-06-30$642,210
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$8
Administrative expenses professional fees incurred2014-06-30$242,294
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$753,616
Assets. Other investments not covered elsewhere at end of year2014-06-30$3,616,021
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$4,305,326
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$14,400,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$381,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$329,199
Other income not declared elsewhere2014-06-30$3,738
Administrative expenses (other) incurred2014-06-30$1,145,788
Liabilities. Value of operating payables at end of year2014-06-30$136,799
Liabilities. Value of operating payables at beginning of year2014-06-30$104,579
Total non interest bearing cash at end of year2014-06-30$3,500,903
Total non interest bearing cash at beginning of year2014-06-30$4,130,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-905,163
Value of net assets at end of year (total assets less liabilities)2014-06-30$29,451,660
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$30,356,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$80,815
Interest earned on other investments2014-06-30$257,307
Income. Interest from US Government securities2014-06-30$229,538
Income. Interest from corporate debt instruments2014-06-30$155,365
Value of interest in common/collective trusts at end of year2014-06-30$7,672,724
Value of interest in common/collective trusts at beginning of year2014-06-30$7,279,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,841,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,020,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,020,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$6,224,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$6,016,227
Asset value of US Government securities at end of year2014-06-30$5,203,420
Asset value of US Government securities at beginning of year2014-06-30$6,326,950
Net investment gain or loss from common/collective trusts2014-06-30$1,692,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$16,626,404
Employer contributions (assets) at end of year2014-06-30$2,119,762
Employer contributions (assets) at beginning of year2014-06-30$2,148,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,838,350
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$1,176,528
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$1,878,135
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$4,088,728
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$2,116,707
Liabilities. Value of benefit claims payable at end of year2014-06-30$6,268,315
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$6,112,884
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$31,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$22,635
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$5,764,401
Aggregate carrying amount (costs) on sale of assets2014-06-30$5,825,155
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2014-06-30112836481
2013 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-681,120
Total unrealized appreciation/depreciation of assets2013-06-30$-681,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$6,217,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$6,143,223
Total income from all sources (including contributions)2013-06-30$18,838,029
Total loss/gain on sale of assets2013-06-30$372,382
Total of all expenses incurred2013-06-30$17,551,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$16,031,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$17,294,984
Value of total assets at end of year2013-06-30$36,574,286
Value of total assets at beginning of year2013-06-30$35,213,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,519,891
Total interest from all sources2013-06-30$753,639
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$72
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$72
Administrative expenses professional fees incurred2013-06-30$241,363
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$4,764,056
Assets. Other investments not covered elsewhere at end of year2013-06-30$4,305,326
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$3,996,002
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$11,412,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$329,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$154,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$149,686
Other income not declared elsewhere2013-06-30$6,442
Administrative expenses (other) incurred2013-06-30$1,184,881
Liabilities. Value of operating payables at end of year2013-06-30$104,579
Liabilities. Value of operating payables at beginning of year2013-06-30$176,539
Total non interest bearing cash at end of year2013-06-30$4,130,516
Total non interest bearing cash at beginning of year2013-06-30$3,957,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,286,437
Value of net assets at end of year (total assets less liabilities)2013-06-30$30,356,823
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$29,070,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$93,647
Interest earned on other investments2013-06-30$267,633
Income. Interest from US Government securities2013-06-30$244,636
Income. Interest from corporate debt instruments2013-06-30$241,370
Value of interest in common/collective trusts at end of year2013-06-30$7,279,812
Value of interest in common/collective trusts at beginning of year2013-06-30$6,035,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,020,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,519,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,519,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$6,016,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$5,811,027
Asset value of US Government securities at end of year2013-06-30$6,326,950
Asset value of US Government securities at beginning of year2013-06-30$5,593,010
Net investment gain or loss from common/collective trusts2013-06-30$1,091,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$12,530,928
Employer contributions (assets) at end of year2013-06-30$2,148,405
Employer contributions (assets) at beginning of year2013-06-30$1,584,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,618,864
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$1,878,135
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$2,116,707
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$5,530,463
Liabilities. Value of benefit claims payable at end of year2013-06-30$6,112,884
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$5,816,998
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$22,635
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$31,368
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$19,874,251
Aggregate carrying amount (costs) on sale of assets2013-06-30$19,501,869
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2013-06-30112836481
2012 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$512,192
Total unrealized appreciation/depreciation of assets2012-06-30$512,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$6,143,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$6,443,011
Total income from all sources (including contributions)2012-06-30$18,130,746
Total loss/gain on sale of assets2012-06-30$-135,353
Total of all expenses incurred2012-06-30$15,877,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$14,524,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$16,677,372
Value of total assets at end of year2012-06-30$35,213,609
Value of total assets at beginning of year2012-06-30$33,260,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,353,070
Total interest from all sources2012-06-30$727,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$238,706
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$4,620,331
Assets. Other investments not covered elsewhere at end of year2012-06-30$3,996,002
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$5,043,394
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$11,141,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$154,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$218,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$149,686
Other income not declared elsewhere2012-06-30$32,709
Administrative expenses (other) incurred2012-06-30$1,039,166
Liabilities. Value of operating payables at end of year2012-06-30$176,539
Liabilities. Value of operating payables at beginning of year2012-06-30$271,062
Total non interest bearing cash at end of year2012-06-30$3,957,535
Total non interest bearing cash at beginning of year2012-06-30$2,955,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,253,282
Value of net assets at end of year (total assets less liabilities)2012-06-30$29,070,386
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$26,817,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$75,198
Interest earned on other investments2012-06-30$233,913
Income. Interest from US Government securities2012-06-30$277,562
Income. Interest from corporate debt instruments2012-06-30$216,210
Value of interest in common/collective trusts at end of year2012-06-30$6,035,314
Value of interest in common/collective trusts at beginning of year2012-06-30$5,719,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,519,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,898,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,898,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$5,811,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$5,473,346
Asset value of US Government securities at end of year2012-06-30$5,593,010
Asset value of US Government securities at beginning of year2012-06-30$5,372,655
Net investment gain or loss from common/collective trusts2012-06-30$316,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$12,057,041
Employer contributions (assets) at end of year2012-06-30$1,584,906
Employer contributions (assets) at beginning of year2012-06-30$2,000,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,382,952
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$5,530,463
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$4,548,912
Liabilities. Value of benefit claims payable at end of year2012-06-30$5,816,998
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$6,171,949
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$31,368
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$29,893
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$3,092,499
Aggregate carrying amount (costs) on sale of assets2012-06-30$3,227,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2012-06-30112836481
2011 : LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$415,455
Total unrealized appreciation/depreciation of assets2011-06-30$415,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$6,443,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$5,733,779
Total income from all sources (including contributions)2011-06-30$18,715,900
Total loss/gain on sale of assets2011-06-30$-89,124
Total of all expenses incurred2011-06-30$16,935,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$15,728,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$16,433,593
Value of total assets at end of year2011-06-30$33,260,115
Value of total assets at beginning of year2011-06-30$30,770,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,207,264
Total interest from all sources2011-06-30$770,357
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$4,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$4,522
Administrative expenses professional fees incurred2011-06-30$239,299
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$3,927,223
Assets. Other investments not covered elsewhere at end of year2011-06-30$5,043,394
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$11,126,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$218,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$60,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$44,987
Other income not declared elsewhere2011-06-30$61,733
Administrative expenses (other) incurred2011-06-30$900,936
Liabilities. Value of operating payables at end of year2011-06-30$271,062
Liabilities. Value of operating payables at beginning of year2011-06-30$163,774
Total non interest bearing cash at end of year2011-06-30$2,955,136
Total non interest bearing cash at beginning of year2011-06-30$3,852,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,779,959
Value of net assets at end of year (total assets less liabilities)2011-06-30$26,817,104
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$25,037,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$67,029
Interest earned on other investments2011-06-30$389,513
Income. Interest from US Government securities2011-06-30$296,322
Income. Interest from corporate debt instruments2011-06-30$84,496
Value of interest in common/collective trusts at end of year2011-06-30$5,719,298
Value of interest in common/collective trusts at beginning of year2011-06-30$3,798,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,898,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$14,277,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$14,277,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$5,473,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,034,312
Asset value of US Government securities at end of year2011-06-30$5,372,655
Asset value of US Government securities at beginning of year2011-06-30$2,531,090
Net investment gain or loss from common/collective trusts2011-06-30$1,119,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$12,506,370
Employer contributions (assets) at end of year2011-06-30$2,000,090
Employer contributions (assets) at beginning of year2011-06-30$1,173,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,602,468
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$4,548,912
Liabilities. Value of benefit claims payable at end of year2011-06-30$6,171,949
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$5,525,018
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$29,893
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$43,417
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$4,465,871
Aggregate carrying amount (costs) on sale of assets2011-06-30$4,554,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30WAGNER & ZWERMAN LLP
Accountancy firm EIN2011-06-30112836481

Form 5500 Responses for LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND

2021: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LABORERS UNION LOCAL 1298 OF NASSAU & SUFFOLK COUNTIES WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 2
Insurance contract or identification number017101
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1075
Policy instance 1
Insurance contract or identification numberSL1075
Number of Individuals Covered1140
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $27,631
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $552,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,631
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1075
Policy instance 2
Insurance contract or identification numberSL1075
Number of Individuals Covered1140
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $27,631
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $552,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1075
Policy instance 2
Insurance contract or identification numberSL1075
Number of Individuals Covered1200
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $28,486
Welfare Benefit Premiums Paid to CarrierUSD $569,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,486
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064763967
Policy instance 3
Insurance contract or identification number000064763967
Number of Individuals Covered4
Insurance policy start date2018-04-13
Insurance policy end date2019-04-13
Total amount of commissions paid to insurance brokerUSD $1,208
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,208
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1075
Policy instance 2
Insurance contract or identification numberSL1075
Number of Individuals Covered1056
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $20,903
Welfare Benefit Premiums Paid to CarrierUSD $418,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,903
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1075
Policy instance 3
Insurance contract or identification numberSL1075
Number of Individuals Covered957
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $20,419
Welfare Benefit Premiums Paid to CarrierUSD $408,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064763967
Policy instance 2
Insurance contract or identification number000064763967
Number of Individuals Covered4
Insurance policy start date2017-04-13
Insurance policy end date2018-04-13
Total amount of commissions paid to insurance brokerUSD $1,208
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064763967
Policy instance 2
Insurance contract or identification number000064763967
Number of Individuals Covered4
Insurance policy start date2015-04-13
Insurance policy end date2016-04-13
Total amount of commissions paid to insurance brokerUSD $1,208
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,208
Insurance broker organization code?3
Insurance broker nameBRADLEY AND PARKER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1075
Policy instance 3
Insurance contract or identification numberSL1075
Number of Individuals Covered1272
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $16,067
Welfare Benefit Premiums Paid to CarrierUSD $321,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,067
Insurance broker organization code?4
Insurance broker nameSEGAL CONSULTING
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064763967
Policy instance 2
Insurance contract or identification number000064763967
Number of Individuals Covered4
Insurance policy start date2014-04-13
Insurance policy end date2015-04-13
Total amount of commissions paid to insurance brokerUSD $1,208
Total amount of fees paid to insurance companyUSD $62
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,208
Amount paid for insurance broker fees62
Additional information about fees paid to insurance brokerGUARANTEED SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameBRADLEY AND PARKER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064763967
Policy instance 2
Insurance contract or identification number000064763967
Number of Individuals Covered5
Insurance policy start date2013-04-13
Insurance policy end date2014-04-13
Total amount of commissions paid to insurance brokerUSD $1,140
Total amount of fees paid to insurance companyUSD $76
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,140
Amount paid for insurance broker fees76
Additional information about fees paid to insurance brokerGUARANTEED SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameBRADLEY AND PARKER
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Contracts With Unallocated Funds Deposit Administration1
Other welfare benefits providedPOOLED AD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Contracts With Unallocated Funds Deposit Administration1
Other welfare benefits providedPOOLED AD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017101
Policy instance 1
Insurance contract or identification number017101
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Contracts With Unallocated Funds Deposit Administration1
Other welfare benefits providedPOOLED AD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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