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USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameUSW LOCAL 318 HEALTH AND WELFARE TRUST FUND
Plan identification number 501

USW LOCAL 318 HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND
Employer identification number (EIN):135661101
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USW LOCAL 318 HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01JOSEPH ARICO
5012016-04-01JOSEPH ARICO
5012015-04-01JOSEPH ARICO
5012014-04-01JOSEPH ARICO
5012013-04-01JOSEPH ARICO
5012012-04-01JOSEPH ARICO
5012011-04-01JOSEPH ARICO
5012009-04-01JUAN CEDENO

Plan Statistics for USW LOCAL 318 HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for USW LOCAL 318 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2020: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-04-01177
Total number of active participants reported on line 7a of the Form 55002020-04-01179
Total of all active and inactive participants2020-04-01179
Total participants2020-04-01179
Number of employers contributing to the scheme2020-04-015
2019: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-04-01172
Total number of active participants reported on line 7a of the Form 55002019-04-01177
Total of all active and inactive participants2019-04-01177
Total participants2019-04-01177
Number of employers contributing to the scheme2019-04-016
2018: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-04-01159
Total number of active participants reported on line 7a of the Form 55002018-04-01172
Total of all active and inactive participants2018-04-01172
Total participants2018-04-01172
Number of employers contributing to the scheme2018-04-016
2017: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-04-01117
Total number of active participants reported on line 7a of the Form 55002017-04-01159
Total of all active and inactive participants2017-04-01159
Total participants2017-04-01159
Number of employers contributing to the scheme2017-04-016
2016: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-04-01232
Total number of active participants reported on line 7a of the Form 55002016-04-01117
Total of all active and inactive participants2016-04-01117
Total participants2016-04-01117
Number of employers contributing to the scheme2016-04-013
2015: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-04-01160
Total number of active participants reported on line 7a of the Form 55002015-04-01232
Total of all active and inactive participants2015-04-01232
Total participants2015-04-010
Number of employers contributing to the scheme2015-04-014
2014: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-04-01148
Total number of active participants reported on line 7a of the Form 55002014-04-01160
Total of all active and inactive participants2014-04-01160
Total participants2014-04-010
Number of employers contributing to the scheme2014-04-014
2013: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-04-01156
Total number of active participants reported on line 7a of the Form 55002013-04-01148
Total of all active and inactive participants2013-04-01148
Total participants2013-04-010
Number of employers contributing to the scheme2013-04-014
2012: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-04-01176
Total number of active participants reported on line 7a of the Form 55002012-04-01156
Total of all active and inactive participants2012-04-01156
Total participants2012-04-010
Number of employers contributing to the scheme2012-04-015
2011: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-04-01197
Total number of active participants reported on line 7a of the Form 55002011-04-01176
Total of all active and inactive participants2011-04-01176
Total participants2011-04-01176
Number of employers contributing to the scheme2011-04-015
2009: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-04-01329
Total number of active participants reported on line 7a of the Form 55002009-04-01312
Total of all active and inactive participants2009-04-01312
Total participants2009-04-01312
Number of employers contributing to the scheme2009-04-018

Financial Data on USW LOCAL 318 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2021 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$107,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$119,882
Total income from all sources (including contributions)2021-03-31$275,206
Total loss/gain on sale of assets2021-03-31$9,264
Total of all expenses incurred2021-03-31$139,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$81,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$103,760
Value of total assets at end of year2021-03-31$821,601
Value of total assets at beginning of year2021-03-31$697,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$57,069
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$13,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$13,302
Administrative expenses professional fees incurred2021-03-31$26,004
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$46,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$79,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$106,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$115,715
Administrative expenses (other) incurred2021-03-31$7,912
Liabilities. Value of operating payables at end of year2021-03-31$1,167
Liabilities. Value of operating payables at beginning of year2021-03-31$4,167
Total non interest bearing cash at end of year2021-03-31$25,919
Total non interest bearing cash at beginning of year2021-03-31$32,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$136,191
Value of net assets at end of year (total assets less liabilities)2021-03-31$713,891
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$577,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$10,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$671,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$466,561
Value of interest in pooled separate accounts at end of year2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$74,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$118,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$118,565
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$81,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$148,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$103,760
Employer contributions (assets) at end of year2021-03-31$2,864
Contract administrator fees2021-03-31$13,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$135,721
Aggregate carrying amount (costs) on sale of assets2021-03-31$126,457
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2021-03-31112836481
2020 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$119,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$134,788
Total income from all sources (including contributions)2020-03-31$30,464
Total loss/gain on sale of assets2020-03-31$-58,392
Total of all expenses incurred2020-03-31$144,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$80,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$104,070
Value of total assets at end of year2020-03-31$697,582
Value of total assets at beginning of year2020-03-31$826,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$64,241
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$21,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$21,302
Administrative expenses professional fees incurred2020-03-31$30,570
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$79,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$81,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$115,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$124,182
Administrative expenses (other) incurred2020-03-31$10,251
Liabilities. Value of operating payables at end of year2020-03-31$4,167
Liabilities. Value of operating payables at beginning of year2020-03-31$4,500
Total non interest bearing cash at end of year2020-03-31$32,486
Total non interest bearing cash at beginning of year2020-03-31$35,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-114,119
Value of net assets at end of year (total assets less liabilities)2020-03-31$577,700
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$691,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$10,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$466,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$669,200
Value of interest in pooled separate accounts at end of year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$118,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$40,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$40,367
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$80,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-36,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$104,070
Contract administrator fees2020-03-31$12,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$6,106
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$200,449
Aggregate carrying amount (costs) on sale of assets2020-03-31$258,841
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2020-03-31112836481
2019 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$134,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$136,444
Total income from all sources (including contributions)2019-03-31$93,357
Total loss/gain on sale of assets2019-03-31$-11,475
Total of all expenses incurred2019-03-31$140,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$74,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$87,991
Value of total assets at end of year2019-03-31$826,607
Value of total assets at beginning of year2019-03-31$875,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$65,824
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$18,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$18,009
Administrative expenses professional fees incurred2019-03-31$30,000
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$81,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$93,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$124,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$131,944
Administrative expenses (other) incurred2019-03-31$12,977
Liabilities. Value of operating payables at end of year2019-03-31$4,500
Liabilities. Value of operating payables at beginning of year2019-03-31$4,500
Total non interest bearing cash at end of year2019-03-31$35,881
Total non interest bearing cash at beginning of year2019-03-31$66,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-47,368
Value of net assets at end of year (total assets less liabilities)2019-03-31$691,819
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$739,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$10,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$669,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$684,768
Value of interest in pooled separate accounts at end of year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$40,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$30,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$30,025
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$74,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-1,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$87,991
Employer contributions (assets) at beginning of year2019-03-31$248
Contract administrator fees2019-03-31$12,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Liabilities. Value of benefit claims payable at end of year2019-03-31$6,106
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$252,529
Aggregate carrying amount (costs) on sale of assets2019-03-31$264,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2019-03-31112836481
2018 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-9,440
Total unrealized appreciation/depreciation of assets2018-03-31$-9,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$136,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$174,122
Total income from all sources (including contributions)2018-03-31$107,678
Total loss/gain on sale of assets2018-03-31$36,477
Total of all expenses incurred2018-03-31$128,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$58,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$71,623
Value of total assets at end of year2018-03-31$875,631
Value of total assets at beginning of year2018-03-31$933,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$69,936
Total interest from all sources2018-03-31$10,463
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$2,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$2,270
Administrative expenses professional fees incurred2018-03-31$32,546
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$93,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$79,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$131,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$139,705
Other income not declared elsewhere2018-03-31$790
Administrative expenses (other) incurred2018-03-31$17,533
Liabilities. Value of operating payables at end of year2018-03-31$4,500
Liabilities. Value of operating payables at beginning of year2018-03-31$3,134
Total non interest bearing cash at end of year2018-03-31$66,805
Total non interest bearing cash at beginning of year2018-03-31$157,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-20,495
Value of net assets at end of year (total assets less liabilities)2018-03-31$739,187
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$759,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$7,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$684,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$479,911
Value of interest in common/collective trusts at end of year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$30,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$10,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$10,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$10,463
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$58,237
Asset value of US Government securities at beginning of year2018-03-31$17,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$-4,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$71,623
Employer contributions (assets) at end of year2018-03-31$248
Employer contributions (assets) at beginning of year2018-03-31$9,652
Contract administrator fees2018-03-31$12,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$179,059
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$31,283
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$845,672
Aggregate carrying amount (costs) on sale of assets2018-03-31$809,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2018-03-31112836481
2017 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$8,292
Total unrealized appreciation/depreciation of assets2017-03-31$8,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$174,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$479,762
Total income from all sources (including contributions)2017-03-31$957,831
Total loss/gain on sale of assets2017-03-31$-422
Total of all expenses incurred2017-03-31$958,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$903,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$933,155
Value of total assets at end of year2017-03-31$933,804
Value of total assets at beginning of year2017-03-31$1,239,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$54,808
Total interest from all sources2017-03-31$678
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$16,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$11,746
Administrative expenses professional fees incurred2017-03-31$30,000
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$79,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$79,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$139,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$148,172
Administrative expenses (other) incurred2017-03-31$18,073
Liabilities. Value of operating payables at end of year2017-03-31$3,134
Liabilities. Value of operating payables at beginning of year2017-03-31$134
Total non interest bearing cash at end of year2017-03-31$157,986
Total non interest bearing cash at beginning of year2017-03-31$315,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-361
Value of net assets at end of year (total assets less liabilities)2017-03-31$759,682
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$760,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$5,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$479,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$475,471
Income. Interest from US Government securities2017-03-31$420
Value of interest in common/collective trusts at end of year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$10,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$15,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$15,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$258
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$903,384
Asset value of US Government securities at end of year2017-03-31$17,146
Asset value of US Government securities at beginning of year2017-03-31$22,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$933,155
Employer contributions (assets) at end of year2017-03-31$9,652
Employer contributions (assets) at beginning of year2017-03-31$177,303
Income. Dividends from common stock2017-03-31$4,382
Contract administrator fees2017-03-31$1,000
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$179,059
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$154,689
Liabilities. Value of benefit claims payable at end of year2017-03-31$31,283
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$331,456
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$48,097
Aggregate carrying amount (costs) on sale of assets2017-03-31$48,519
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2017-03-31112836481
2016 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-7,917
Total unrealized appreciation/depreciation of assets2016-03-31$-7,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$479,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$311,391
Total income from all sources (including contributions)2016-03-31$1,944,402
Total loss/gain on sale of assets2016-03-31$-7,785
Total of all expenses incurred2016-03-31$1,917,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,860,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,943,632
Value of total assets at end of year2016-03-31$1,239,805
Value of total assets at beginning of year2016-03-31$1,044,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$56,081
Total interest from all sources2016-03-31$560
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$15,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$12,006
Administrative expenses professional fees incurred2016-03-31$31,525
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$10,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$79,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$145,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$148,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$158,050
Administrative expenses (other) incurred2016-03-31$18,419
Liabilities. Value of operating payables at end of year2016-03-31$134
Liabilities. Value of operating payables at beginning of year2016-03-31$3,134
Total non interest bearing cash at end of year2016-03-31$315,299
Total non interest bearing cash at beginning of year2016-03-31$6,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$27,369
Value of net assets at end of year (total assets less liabilities)2016-03-31$760,043
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$732,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$6,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$475,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$470,528
Income. Interest from US Government securities2016-03-31$560
Value of interest in common/collective trusts at end of year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$15,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$5,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$5,996
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$1,860,952
Asset value of US Government securities at end of year2016-03-31$22,192
Asset value of US Government securities at beginning of year2016-03-31$31,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$1,932,634
Employer contributions (assets) at end of year2016-03-31$177,303
Employer contributions (assets) at beginning of year2016-03-31$218,716
Income. Dividends from common stock2016-03-31$3,906
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$154,689
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$164,746
Liabilities. Value of benefit claims payable at end of year2016-03-31$331,456
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$150,207
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$133,167
Aggregate carrying amount (costs) on sale of assets2016-03-31$140,952
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2016-03-31112836481
2015 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$-3,978
Total unrealized appreciation/depreciation of assets2015-03-31$-3,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$161,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$137,448
Total income from all sources (including contributions)2015-03-31$2,365,043
Total loss/gain on sale of assets2015-03-31$7,065
Total of all expenses incurred2015-03-31$2,402,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$2,170,861
Value of total corrective distributions2015-03-31$169,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$2,214,373
Value of total assets at end of year2015-03-31$1,044,065
Value of total assets at beginning of year2015-03-31$1,057,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$62,418
Total interest from all sources2015-03-31$775
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$15,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$11,476
Administrative expenses professional fees incurred2015-03-31$30,169
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$37,331
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$74,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$145,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$79,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$158,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$131,314
Other income not declared elsewhere2015-03-31$131,314
Administrative expenses (other) incurred2015-03-31$25,449
Liabilities. Value of operating payables at end of year2015-03-31$3,134
Liabilities. Value of operating payables at beginning of year2015-03-31$6,134
Total non interest bearing cash at end of year2015-03-31$6,686
Total non interest bearing cash at beginning of year2015-03-31$138,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-37,575
Value of net assets at end of year (total assets less liabilities)2015-03-31$882,881
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$920,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$6,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$470,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$120,231
Income. Interest from US Government securities2015-03-31$775
Value of interest in common/collective trusts at end of year2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$5,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$149,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$149,546
Asset value of US Government securities at end of year2015-03-31$31,773
Asset value of US Government securities at beginning of year2015-03-31$170,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$2,177,042
Employer contributions (assets) at end of year2015-03-31$218,716
Employer contributions (assets) at beginning of year2015-03-31$180,379
Income. Dividends from common stock2015-03-31$4,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$2,170,861
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$164,746
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$143,887
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$457,470
Aggregate carrying amount (costs) on sale of assets2015-03-31$450,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2015-03-31112836481
2014 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$-19,499
Total unrealized appreciation/depreciation of assets2014-03-31$-19,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$137,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$6,093
Total income from all sources (including contributions)2014-03-31$1,903,729
Total loss/gain on sale of assets2014-03-31$4,473
Total of all expenses incurred2014-03-31$2,042,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,980,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,904,399
Value of total assets at end of year2014-03-31$1,057,904
Value of total assets at beginning of year2014-03-31$1,065,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$61,542
Total interest from all sources2014-03-31$14,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$31,029
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$17,264
Assets. Other investments not covered elsewhere at end of year2014-03-31$74,958
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$1,980,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$79,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$81,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$131,314
Administrative expenses (other) incurred2014-03-31$27,338
Liabilities. Value of operating payables at end of year2014-03-31$6,134
Liabilities. Value of operating payables at beginning of year2014-03-31$6,093
Total non interest bearing cash at end of year2014-03-31$138,585
Total non interest bearing cash at beginning of year2014-03-31$100,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-138,756
Value of net assets at end of year (total assets less liabilities)2014-03-31$920,456
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,059,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$3,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$120,231
Income. Interest from US Government securities2014-03-31$14,356
Value of interest in common/collective trusts at end of year2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$149,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$184,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$184,077
Asset value of US Government securities at end of year2014-03-31$170,854
Asset value of US Government securities at beginning of year2014-03-31$499,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,887,135
Employer contributions (assets) at end of year2014-03-31$180,379
Employer contributions (assets) at beginning of year2014-03-31$173,049
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$26,061
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$143,887
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$543,915
Aggregate carrying amount (costs) on sale of assets2014-03-31$539,442
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2014-03-31112836481
2013 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$-23,126
Total unrealized appreciation/depreciation of assets2013-03-31$-23,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$6,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$475,300
Total income from all sources (including contributions)2013-03-31$2,082,975
Total loss/gain on sale of assets2013-03-31$19,754
Total of all expenses incurred2013-03-31$2,401,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$2,115,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,063,438
Value of total assets at end of year2013-03-31$1,065,305
Value of total assets at beginning of year2013-03-31$1,852,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$285,612
Total interest from all sources2013-03-31$22,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$56,134
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$12,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-03-31$2,115,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$81,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$234,995
Administrative expenses (other) incurred2013-03-31$225,713
Liabilities. Value of operating payables at end of year2013-03-31$6,093
Liabilities. Value of operating payables at beginning of year2013-03-31$7,655
Total non interest bearing cash at end of year2013-03-31$100,484
Total non interest bearing cash at beginning of year2013-03-31$218,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-318,482
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,059,212
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,377,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$3,765
Income. Interest from US Government securities2013-03-31$22,722
Value of interest in common/collective trusts at end of year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$184,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$192,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$192,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$187
Asset value of US Government securities at end of year2013-03-31$499,827
Asset value of US Government securities at beginning of year2013-03-31$998,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$2,051,246
Employer contributions (assets) at end of year2013-03-31$173,049
Employer contributions (assets) at beginning of year2013-03-31$173,305
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$26,061
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$26,752
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$467,645
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$8,270
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$703,107
Aggregate carrying amount (costs) on sale of assets2013-03-31$683,353
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2013-03-31112836481
2012 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$8,661
Total unrealized appreciation/depreciation of assets2012-03-31$8,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$475,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$508,879
Total income from all sources (including contributions)2012-03-31$2,095,870
Total loss/gain on sale of assets2012-03-31$38,580
Total of all expenses incurred2012-03-31$2,706,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$2,275,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$2,014,568
Value of total assets at end of year2012-03-31$1,852,994
Value of total assets at beginning of year2012-03-31$2,497,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$431,170
Total interest from all sources2012-03-31$34,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$103,793
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$13,658
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$2,171,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$234,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$67,760
Administrative expenses (other) incurred2012-03-31$263,840
Liabilities. Value of operating payables at end of year2012-03-31$7,655
Liabilities. Value of operating payables at beginning of year2012-03-31$9,979
Total non interest bearing cash at end of year2012-03-31$218,306
Total non interest bearing cash at beginning of year2012-03-31$649,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-610,571
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,377,694
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,988,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$8,602
Income. Interest from US Government securities2012-03-31$33,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$192,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$194,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$194,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$420
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$103,685
Asset value of US Government securities at end of year2012-03-31$998,937
Asset value of US Government securities at beginning of year2012-03-31$1,183,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$2,000,910
Employer contributions (assets) at end of year2012-03-31$173,305
Employer contributions (assets) at beginning of year2012-03-31$327,166
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$26,752
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$55,041
Contract administrator fees2012-03-31$54,935
Liabilities. Value of benefit claims payable at end of year2012-03-31$467,645
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$498,900
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$8,270
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$19,348
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$939,483
Aggregate carrying amount (costs) on sale of assets2012-03-31$900,903
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2012-03-31112836481
2011 : USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$-19,153
Total unrealized appreciation/depreciation of assets2011-03-31$-19,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$508,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$717,826
Total income from all sources (including contributions)2011-03-31$2,175,244
Total loss/gain on sale of assets2011-03-31$33,957
Total of all expenses incurred2011-03-31$2,324,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,905,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$2,100,470
Value of total assets at end of year2011-03-31$2,497,144
Value of total assets at beginning of year2011-03-31$2,855,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$418,802
Total interest from all sources2011-03-31$59,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$94,100
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$38,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-03-31$1,750,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$67,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$63,531
Administrative expenses (other) incurred2011-03-31$263,821
Liabilities. Value of operating payables at end of year2011-03-31$9,979
Liabilities. Value of operating payables at beginning of year2011-03-31$6,926
Total non interest bearing cash at end of year2011-03-31$649,820
Total non interest bearing cash at beginning of year2011-03-31$619,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$-149,429
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,988,265
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$2,137,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$6,816
Income. Interest from US Government securities2011-03-31$59,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$194,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$175,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$175,155
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$155,493
Asset value of US Government securities at end of year2011-03-31$1,183,261
Asset value of US Government securities at beginning of year2011-03-31$1,629,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$2,062,051
Employer contributions (assets) at end of year2011-03-31$327,166
Employer contributions (assets) at beginning of year2011-03-31$282,790
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$55,041
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$53,910
Contract administrator fees2011-03-31$54,065
Liabilities. Value of benefit claims payable at end of year2011-03-31$498,900
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$710,900
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$19,348
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$31,328
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$1,120,088
Aggregate carrying amount (costs) on sale of assets2011-03-31$1,086,131
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2011-03-31112836481

Form 5500 Responses for USW LOCAL 318 HEALTH AND WELFARE TRUST FUND

2020: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: USW LOCAL 318 HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CIGNA DENTAL HEALTH OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47041 )
Policy contract number3341180
Policy instance 3
Insurance contract or identification number3341180
Number of Individuals Covered3
Total amount of commissions paid to insurance brokerUSD $99
Total amount of fees paid to insurance companyUSD $25
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
CIGNA DENTAL HEALTH OF NEW JERSEY, INC. (National Association of Insurance Commissioners NAIC id number: 11167 )
Policy contract number3341180
Policy instance 2
Insurance contract or identification number3341180
Number of Individuals Covered150
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $4,967
Total amount of fees paid to insurance companyUSD $1,242
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,967
Amount paid for insurance broker fees1242
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3341180
Policy instance 1
Insurance contract or identification number3341180
Number of Individuals Covered182
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $6,119
Total amount of fees paid to insurance companyUSD $1,530
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,119
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
Amount paid for insurance broker fees1530
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3341180
Policy instance 1
Insurance contract or identification number3341180
Number of Individuals Covered190
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $6,159
Total amount of fees paid to insurance companyUSD $1,540
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,159
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
Amount paid for insurance broker fees1540
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3341180
Policy instance 1
Insurance contract or identification number3341180
Number of Individuals Covered181
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $5,536
Total amount of fees paid to insurance companyUSD $1,384
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,536
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
Insurance broker organization code?3
Amount paid for insurance broker fees1384
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337681
Policy instance 1
Insurance contract or identification number3337681
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $601
Total amount of fees paid to insurance companyUSD $419
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $601
Amount paid for insurance broker fees419
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
Insurance broker organization code?3
Insurance broker nameBUNKER HILL INSURANCE & CONSULTING
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337681
Policy instance 1
Insurance contract or identification number3337681
Number of Individuals Covered208
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,121,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337681
Policy instance 1
Insurance contract or identification number3337681
Number of Individuals Covered263
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,755
Total amount of fees paid to insurance companyUSD $68,535
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,751,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,755
Amount paid for insurance broker fees68535
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
Insurance broker organization code?3
Insurance broker nameBUNKER HILL INSURANCE & CONSULTING
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS00370K
Policy instance 1
Insurance contract or identification numberUS00370K
Number of Individuals Covered132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $105,035
Welfare Benefit Premiums Paid to CarrierUSD $1,995,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees105035
Additional information about fees paid to insurance brokerADMINISTRATION FEES PAID
Insurance broker organization code?3
Insurance broker nameBUNKER HILL INSURANCE & CONSULTING
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS00370K
Policy instance 1
Insurance contract or identification numberUS00370K
Number of Individuals Covered175
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $41,183
Welfare Benefit Premiums Paid to CarrierUSD $902,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees41183
Additional information about fees paid to insurance brokerADMINISTRATION FEES PAID
Insurance broker organization code?3
Insurance broker nameBUNKER HILL INSURANCE & CONSULTING
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number52-0807803
Policy instance 3
Insurance contract or identification number52-0807803
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $431
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Insurance broker nameGAVIN MEIER
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number091106035465
Policy instance 2
Insurance contract or identification number091106035465
Number of Individuals Covered151
Insurance policy start date2012-04-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $2,795
Welfare Benefit Premiums Paid to CarrierUSD $24,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2795
Additional information about fees paid to insurance brokerADMINISTRATION FEES PAID
Insurance broker organization code?5
Insurance broker nameINTERNATIONAL BENEFIT ADMINISTRATOR
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number52-0807803
Policy instance 2
Insurance contract or identification number52-0807803
Number of Individuals Covered5
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $820
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00186NY-05
Policy instance 1
Insurance contract or identification numberGB00186NY-05
Number of Individuals Covered146
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of fees paid to insurance companyUSD $11,825
Welfare Benefit Premiums Paid to CarrierUSD $103,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number52-0807803
Policy instance 2
Insurance contract or identification number52-0807803
Number of Individuals Covered8
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $708
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00186NY-05
Policy instance 1
Insurance contract or identification numberGB00186NY-05
Number of Individuals Covered169
Insurance policy start date2009-09-01
Insurance policy end date2010-08-30
Total amount of fees paid to insurance companyUSD $14,710
Welfare Benefit Premiums Paid to CarrierUSD $147,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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