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LOCAL 153 HEALTH FUND 401k Plan overview

Plan NameLOCAL 153 HEALTH FUND
Plan identification number 501

LOCAL 153 HEALTH 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)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL 153 BENEFITS FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL 153 BENEFITS FUND
Employer identification number (EIN):136110088
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 153 HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01RICHARD LANIGAN2023-12-15 LLOYD GOLDENBERG2023-12-12
5012021-03-01RICHARD LANIGAN2022-12-15 LLOYD GOLDENBERG2022-12-13
5012020-03-01RICHARD LANIGAN2021-12-07 LLOYD GOLDENBERG2021-12-08
5012019-03-01RICHARD LANIGAN2020-12-10 LLOYD GOLDENBERG2020-12-11
5012018-03-01RICHARD LANIGAN2019-12-10 LLOYD GOLDENBERG2019-12-10
5012017-03-01
5012017-03-01
5012016-03-01MICHAEL STECKLER
5012016-03-01
5012015-03-01MICHAEL STECKLER
5012014-03-01MICHAEL PICCIURRO
5012014-03-01MICHAEL PICCIURRO
5012013-03-01GEORGE BUENO
5012012-03-01GEORGE BUENO
5012011-03-01GEORGE BUENO
5012010-03-01GEORGE BUENO
5012009-03-01GEORGE BUENO

Plan Statistics for LOCAL 153 HEALTH FUND

401k plan membership statisitcs for LOCAL 153 HEALTH FUND

Measure Date Value
2022: LOCAL 153 HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-03-01690
Total number of active participants reported on line 7a of the Form 55002022-03-01521
Number of retired or separated participants receiving benefits2022-03-0127
Total of all active and inactive participants2022-03-01548
Number of employers contributing to the scheme2022-03-0123
2021: LOCAL 153 HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-03-01729
Total number of active participants reported on line 7a of the Form 55002021-03-01658
Number of retired or separated participants receiving benefits2021-03-0132
Total of all active and inactive participants2021-03-01690
Number of employers contributing to the scheme2021-03-0124
2020: LOCAL 153 HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-03-01768
Total number of active participants reported on line 7a of the Form 55002020-03-01694
Number of retired or separated participants receiving benefits2020-03-0135
Total of all active and inactive participants2020-03-01729
Number of employers contributing to the scheme2020-03-0124
2019: LOCAL 153 HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-03-01839
Total number of active participants reported on line 7a of the Form 55002019-03-01725
Number of retired or separated participants receiving benefits2019-03-0143
Total of all active and inactive participants2019-03-01768
Number of employers contributing to the scheme2019-03-0133
2018: LOCAL 153 HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-03-011,077
Total number of active participants reported on line 7a of the Form 55002018-03-01806
Number of retired or separated participants receiving benefits2018-03-0133
Total of all active and inactive participants2018-03-01839
Number of employers contributing to the scheme2018-03-0135
2017: LOCAL 153 HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-03-01997
Total number of active participants reported on line 7a of the Form 55002017-03-011,046
Number of retired or separated participants receiving benefits2017-03-0131
Total of all active and inactive participants2017-03-011,077
Number of employers contributing to the scheme2017-03-0122
2016: LOCAL 153 HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-03-01362
Total number of active participants reported on line 7a of the Form 55002016-03-01997
Total of all active and inactive participants2016-03-01997
2015: LOCAL 153 HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-03-01863
Total number of active participants reported on line 7a of the Form 55002015-03-01327
Number of retired or separated participants receiving benefits2015-03-0135
Total of all active and inactive participants2015-03-01362
2014: LOCAL 153 HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-03-012,046
Total number of active participants reported on line 7a of the Form 55002014-03-01823
Number of retired or separated participants receiving benefits2014-03-0140
Total of all active and inactive participants2014-03-01863
2013: LOCAL 153 HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-03-012,010
Total number of active participants reported on line 7a of the Form 55002013-03-011,989
Number of retired or separated participants receiving benefits2013-03-0157
Total of all active and inactive participants2013-03-012,046
2012: LOCAL 153 HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-03-012,305
Total number of active participants reported on line 7a of the Form 55002012-03-011,998
Number of retired or separated participants receiving benefits2012-03-0112
Total of all active and inactive participants2012-03-012,010
2011: LOCAL 153 HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-03-012,102
Total number of active participants reported on line 7a of the Form 55002011-03-012,214
Number of retired or separated participants receiving benefits2011-03-0191
Total of all active and inactive participants2011-03-012,305
2010: LOCAL 153 HEALTH FUND 2010 401k membership
Total participants, beginning-of-year2010-03-012,420
Total number of active participants reported on line 7a of the Form 55002010-03-012,024
Number of retired or separated participants receiving benefits2010-03-0162
Number of other retired or separated participants entitled to future benefits2010-03-0116
Total of all active and inactive participants2010-03-012,102
2009: LOCAL 153 HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-03-012,055
Total number of active participants reported on line 7a of the Form 55002009-03-012,379
Number of retired or separated participants receiving benefits2009-03-0141
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-012,420

Financial Data on LOCAL 153 HEALTH FUND

Measure Date Value
2023 : LOCAL 153 HEALTH FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$-489,073
Total unrealized appreciation/depreciation of assets2023-02-28$-489,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$363,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$193,738
Total income from all sources (including contributions)2023-02-28$199,220
Total of all expenses incurred2023-02-28$710,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$216,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$265,603
Value of total assets at end of year2023-02-28$7,216,918
Value of total assets at beginning of year2023-02-28$7,558,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$494,161
Total interest from all sources2023-02-28$63,508
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$94,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$94,250
Administrative expenses professional fees incurred2023-02-28$301,356
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$1,050,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-02-28$9,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$2,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$2,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$58,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$61,935
Administrative expenses (other) incurred2023-02-28$186,805
Liabilities. Value of operating payables at end of year2023-02-28$263,957
Liabilities. Value of operating payables at beginning of year2023-02-28$106,499
Total non interest bearing cash at end of year2023-02-28$299,282
Total non interest bearing cash at beginning of year2023-02-28$3,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-511,115
Value of net assets at end of year (total assets less liabilities)2023-02-28$6,853,432
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$7,364,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Assets. partnership/joint venture interests at end of year2023-02-28$798,017
Assets. partnership/joint venture interests at beginning of year2023-02-28$763,062
Investment advisory and management fees2023-02-28$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$3,319,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$3,733,951
Interest earned on other investments2023-02-28$63,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$22,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$28,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$28,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$2,688,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$2,925,699
Expenses. Payments to insurance carriers foe the provision of benefits2023-02-28$204,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$264,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$265,603
Employer contributions (assets) at end of year2023-02-28$24,171
Employer contributions (assets) at beginning of year2023-02-28$18,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$2,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-02-28No
Liabilities. Value of benefit claims payable at end of year2023-02-28$40,541
Liabilities. Value of benefit claims payable at beginning of year2023-02-28$25,304
Assets. Value of buildings and other operty used in plan operation at end of year2023-02-28$62,451
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-02-28$82,557
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28CALIBRE CPA GROUP PLLC
Accountancy firm EIN2023-02-28470900880
2022 : LOCAL 153 HEALTH FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$-190,931
Total unrealized appreciation/depreciation of assets2022-02-28$-190,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$193,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$210,821
Total income from all sources (including contributions)2022-02-28$474,948
Total of all expenses incurred2022-02-28$536,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$237,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$253,194
Value of total assets at end of year2022-02-28$7,558,285
Value of total assets at beginning of year2022-02-28$7,636,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$298,600
Total interest from all sources2022-02-28$66,993
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$80,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$80,760
Administrative expenses professional fees incurred2022-02-28$117,090
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$1,050,000
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-02-28$6,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$2,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$2,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$61,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$95,543
Administrative expenses (other) incurred2022-02-28$175,510
Liabilities. Value of operating payables at end of year2022-02-28$106,499
Liabilities. Value of operating payables at beginning of year2022-02-28$88,282
Total non interest bearing cash at end of year2022-02-28$3,507
Total non interest bearing cash at beginning of year2022-02-28$66,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$-61,531
Value of net assets at end of year (total assets less liabilities)2022-02-28$7,364,547
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$7,426,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Assets. partnership/joint venture interests at end of year2022-02-28$763,062
Assets. partnership/joint venture interests at beginning of year2022-02-28$706,298
Investment advisory and management fees2022-02-28$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$3,733,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$3,835,954
Interest earned on other investments2022-02-28$66,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$28,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$102,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$102,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$2,925,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$2,858,738
Expenses. Payments to insurance carriers foe the provision of benefits2022-02-28$213,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$264,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$253,194
Employer contributions (assets) at end of year2022-02-28$18,995
Employer contributions (assets) at beginning of year2022-02-28$32,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$17,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-02-28No
Liabilities. Value of benefit claims payable at end of year2022-02-28$25,304
Liabilities. Value of benefit claims payable at beginning of year2022-02-28$26,996
Assets. Value of buildings and other operty used in plan operation at end of year2022-02-28$82,557
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-02-28$31,705
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-02-28470900880
2021 : LOCAL 153 HEALTH FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$11,386
Total unrealized appreciation/depreciation of assets2021-02-28$11,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$210,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$137,114
Total income from all sources (including contributions)2021-02-28$698,620
Total of all expenses incurred2021-02-28$609,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$220,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$265,044
Value of total assets at end of year2021-02-28$7,636,899
Value of total assets at beginning of year2021-02-28$7,473,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$388,677
Total interest from all sources2021-02-28$70,256
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$87,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$87,002
Administrative expenses professional fees incurred2021-02-28$118,743
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$1,050,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-02-28$10,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$2,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$3,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$95,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$59,897
Administrative expenses (other) incurred2021-02-28$263,934
Liabilities. Value of operating payables at end of year2021-02-28$88,282
Liabilities. Value of operating payables at beginning of year2021-02-28$63,848
Total non interest bearing cash at end of year2021-02-28$66,657
Total non interest bearing cash at beginning of year2021-02-28$45,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$89,523
Value of net assets at end of year (total assets less liabilities)2021-02-28$7,426,078
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$7,336,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Assets. partnership/joint venture interests at end of year2021-02-28$706,298
Assets. partnership/joint venture interests at beginning of year2021-02-28$672,123
Investment advisory and management fees2021-02-28$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$3,835,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$3,756,808
Interest earned on other investments2021-02-28$70,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$102,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$26,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$26,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$2,858,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$2,888,543
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$210,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$264,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$265,044
Employer contributions (assets) at end of year2021-02-28$32,540
Employer contributions (assets) at beginning of year2021-02-28$36,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-02-28No
Liabilities. Value of benefit claims payable at end of year2021-02-28$26,996
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$13,369
Assets. Value of buildings and other operty used in plan operation at end of year2021-02-28$31,705
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-02-28$44,210
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-02-28470900880
2020 : LOCAL 153 HEALTH FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$14,178
Total unrealized appreciation/depreciation of assets2020-02-29$14,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$137,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$93,639
Total income from all sources (including contributions)2020-02-29$583,618
Total of all expenses incurred2020-02-29$766,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$339,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$244,540
Value of total assets at end of year2020-02-29$7,473,669
Value of total assets at beginning of year2020-02-29$7,613,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$427,779
Total interest from all sources2020-02-29$70,837
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$110,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$110,688
Administrative expenses professional fees incurred2020-02-29$123,883
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$1,050,000
If this is an individual account plan, was there a blackout period2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Assets. Other investments not covered elsewhere at end of year2020-02-29$2,460
Assets. Other investments not covered elsewhere at beginning of year2020-02-29$166,461
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-02-29$12,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$40,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$59,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$9,133
Administrative expenses (other) incurred2020-02-29$297,896
Liabilities. Value of operating payables at end of year2020-02-29$63,848
Liabilities. Value of operating payables at beginning of year2020-02-29$52,640
Total non interest bearing cash at end of year2020-02-29$45,855
Total non interest bearing cash at beginning of year2020-02-29$40,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$-183,223
Value of net assets at end of year (total assets less liabilities)2020-02-29$7,336,555
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$7,519,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Assets. partnership/joint venture interests at end of year2020-02-29$672,123
Assets. partnership/joint venture interests at beginning of year2020-02-29$622,671
Investment advisory and management fees2020-02-29$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$3,756,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$2,963,019
Interest earned on other investments2020-02-29$68,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$26,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$1,188,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$1,188,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$2,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$2,888,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$2,494,978
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$326,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$143,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$244,540
Employer contributions (assets) at end of year2020-02-29$36,144
Employer contributions (assets) at beginning of year2020-02-29$53,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-02-29No
Liabilities. Value of benefit claims payable at end of year2020-02-29$13,369
Liabilities. Value of benefit claims payable at beginning of year2020-02-29$31,866
Assets. Value of buildings and other operty used in plan operation at end of year2020-02-29$44,210
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-02-29$42,981
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-02-29470900880
2019 : LOCAL 153 HEALTH FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-02-28$18,518
Total unrealized appreciation/depreciation of assets2019-02-28$18,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$93,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$223,489
Total income from all sources (including contributions)2019-02-28$531,021
Total of all expenses incurred2019-02-28$595,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$217,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$320,675
Value of total assets at end of year2019-02-28$7,613,417
Value of total assets at beginning of year2019-02-28$7,808,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$378,497
Total interest from all sources2019-02-28$97,656
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$59,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2019-02-28$59,190
Administrative expenses professional fees incurred2019-02-28$116,908
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$1,050,000
If this is an individual account plan, was there a blackout period2019-02-28No
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Assets. Other investments not covered elsewhere at end of year2019-02-28$166,461
Assets. Other investments not covered elsewhere at beginning of year2019-02-28$191,611
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-02-28$14,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-02-28$40,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-02-28$44,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-02-28$9,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-02-28$130,441
Administrative expenses (other) incurred2019-02-28$248,098
Liabilities. Value of operating payables at end of year2019-02-28$52,640
Liabilities. Value of operating payables at beginning of year2019-02-28$61,571
Total non interest bearing cash at end of year2019-02-28$40,095
Total non interest bearing cash at beginning of year2019-02-28$14,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$-64,768
Value of net assets at end of year (total assets less liabilities)2019-02-28$7,519,778
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$7,584,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Assets. partnership/joint venture interests at end of year2019-02-28$622,671
Assets. partnership/joint venture interests at beginning of year2019-02-28$457,866
Investment advisory and management fees2019-02-28$13,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-02-28$2,963,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-02-28$2,988,845
Interest earned on other investments2019-02-28$92,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-02-28$1,188,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-02-28$1,595,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-02-28$1,595,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-02-28$5,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$2,494,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$2,436,913
Expenses. Payments to insurance carriers foe the provision of benefits2019-02-28$203,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-02-28$34,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$320,675
Employer contributions (assets) at end of year2019-02-28$53,724
Employer contributions (assets) at beginning of year2019-02-28$33,339
Liabilities. Value of benefit claims payable at end of year2019-02-28$31,866
Liabilities. Value of benefit claims payable at beginning of year2019-02-28$31,477
Assets. Value of buildings and other operty used in plan operation at end of year2019-02-28$42,981
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-02-28$43,785
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28No
Opinion of an independent qualified public accountant for this plan2019-02-28Unqualified
Accountancy firm name2019-02-28CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-02-28470900880
2018 : LOCAL 153 HEALTH FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$6,733
Total unrealized appreciation/depreciation of assets2018-02-28$6,733
Total transfer of assets to this plan2018-02-28$209,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$223,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$120,744
Total income from all sources (including contributions)2018-02-28$550,233
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$833,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$246,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$366,925
Value of total assets at end of year2018-02-28$7,808,035
Value of total assets at beginning of year2018-02-28$7,779,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$587,578
Total interest from all sources2018-02-28$44,649
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$69,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$69,401
Administrative expenses professional fees incurred2018-02-28$123,834
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$1,050,000
If this is an individual account plan, was there a blackout period2018-02-28No
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Assets. Other investments not covered elsewhere at end of year2018-02-28$191,611
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-02-28$17,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$44,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$105,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$130,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$40,826
Other income not declared elsewhere2018-02-28$3,062
Administrative expenses (other) incurred2018-02-28$457,290
Liabilities. Value of operating payables at end of year2018-02-28$61,571
Liabilities. Value of operating payables at beginning of year2018-02-28$40,537
Total non interest bearing cash at end of year2018-02-28$14,958
Total non interest bearing cash at beginning of year2018-02-28$313,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$-283,521
Value of net assets at end of year (total assets less liabilities)2018-02-28$7,584,546
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$7,658,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Assets. partnership/joint venture interests at end of year2018-02-28$457,866
Investment advisory and management fees2018-02-28$6,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$2,988,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$5,709,981
Interest earned on other investments2018-02-28$38,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$1,595,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$1,329,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$1,329,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$6,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$2,436,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$234,189
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$229,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$59,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$366,925
Employer contributions (assets) at end of year2018-02-28$33,339
Employer contributions (assets) at beginning of year2018-02-28$37,808
Liabilities. Value of benefit claims payable at end of year2018-02-28$31,477
Liabilities. Value of benefit claims payable at beginning of year2018-02-28$39,381
Assets. Value of buildings and other operty used in plan operation at end of year2018-02-28$43,785
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-02-28$48,975
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-02-28470900880
2017 : LOCAL 153 HEALTH FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$120,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$176,563
Total income from all sources (including contributions)2017-02-28$432,917
Total loss/gain on sale of assets2017-02-28$-4,026
Total of all expenses incurred2017-02-28$722,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$210,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$354,137
Value of total assets at end of year2017-02-28$7,779,400
Value of total assets at beginning of year2017-02-28$8,124,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$511,845
Total interest from all sources2017-02-28$10,646
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$42,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$42,850
Administrative expenses professional fees incurred2017-02-28$92,566
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$1,050,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-02-28$8,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$105,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$99,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$40,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$96,501
Administrative expenses (other) incurred2017-02-28$499,752
Liabilities. Value of operating payables at end of year2017-02-28$40,537
Liabilities. Value of operating payables at beginning of year2017-02-28$62,636
Total non interest bearing cash at end of year2017-02-28$313,356
Total non interest bearing cash at beginning of year2017-02-28$955,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$-289,422
Value of net assets at end of year (total assets less liabilities)2017-02-28$7,658,656
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$7,948,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$8,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$5,709,981
Income. Interest from US Government securities2017-02-28$6,598
Income. Interest from corporate debt instruments2017-02-28$982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$1,329,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$1,161,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$1,161,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$3,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$234,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$286,922
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$201,799
Asset value of US Government securities at beginning of year2017-02-28$5,170,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$29,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$354,137
Employer contributions (assets) at end of year2017-02-28$37,808
Employer contributions (assets) at beginning of year2017-02-28$38,601
Asset. Corporate debt instrument debt (other) at beginning of year2017-02-28$347,583
Contract administrator fees2017-02-28$-89,040
Liabilities. Value of benefit claims payable at end of year2017-02-28$39,381
Liabilities. Value of benefit claims payable at beginning of year2017-02-28$17,426
Assets. Value of buildings and other operty used in plan operation at end of year2017-02-28$48,975
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-02-28$63,592
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$11,374,883
Aggregate carrying amount (costs) on sale of assets2017-02-28$11,378,909
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28SSP A DIVISION OF CALIBRE GROUP
Accountancy firm EIN2017-02-28470900880
2016 : LOCAL 153 HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-02-29$4,520
Total unrealized appreciation/depreciation of assets2016-02-29$4,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$176,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$152,658
Total income from all sources (including contributions)2016-02-29$565,598
Total loss/gain on sale of assets2016-02-29$-3,161
Total of all expenses incurred2016-02-29$980,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$296,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$378,503
Value of total assets at end of year2016-02-29$8,124,641
Value of total assets at beginning of year2016-02-29$8,515,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$683,569
Total interest from all sources2016-02-29$46,130
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Administrative expenses professional fees incurred2016-02-29$123,133
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$1,050,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$-144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-02-29$270,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$99,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$111,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$96,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$48,158
Other income not declared elsewhere2016-02-29$139,606
Administrative expenses (other) incurred2016-02-29$531,288
Liabilities. Value of operating payables at end of year2016-02-29$62,636
Liabilities. Value of operating payables at beginning of year2016-02-29$39,278
Total non interest bearing cash at end of year2016-02-29$955,932
Total non interest bearing cash at beginning of year2016-02-29$1,526,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-414,670
Value of net assets at end of year (total assets less liabilities)2016-02-29$7,948,078
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$8,362,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$17,731
Income. Interest from US Government securities2016-02-29$39,471
Income. Interest from corporate debt instruments2016-02-29$4,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$1,161,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$1,005,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$1,005,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$2,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$286,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$330,663
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$2,082
Asset value of US Government securities at end of year2016-02-29$5,170,682
Asset value of US Government securities at beginning of year2016-02-29$5,111,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$378,647
Employer contributions (assets) at end of year2016-02-29$38,601
Employer contributions (assets) at beginning of year2016-02-29$75,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$24,501
Asset. Corporate debt instrument debt (other) at end of year2016-02-29$347,583
Asset. Corporate debt instrument debt (other) at beginning of year2016-02-29$268,304
Contract administrator fees2016-02-29$11,417
Liabilities. Value of benefit claims payable at end of year2016-02-29$17,426
Liabilities. Value of benefit claims payable at beginning of year2016-02-29$65,222
Assets. Value of buildings and other operty used in plan operation at end of year2016-02-29$63,592
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-02-29$86,960
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Aggregate proceeds on sale of assets2016-02-29$7,465,152
Aggregate carrying amount (costs) on sale of assets2016-02-29$7,468,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2016-02-29132665700
2015 : LOCAL 153 HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$2,837
Total unrealized appreciation/depreciation of assets2015-02-28$2,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$152,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$227,480
Total income from all sources (including contributions)2015-02-28$12,728,845
Total loss/gain on sale of assets2015-02-28$-7,995
Total of all expenses incurred2015-02-28$14,236,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$13,021,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$12,688,550
Value of total assets at end of year2015-02-28$8,515,406
Value of total assets at beginning of year2015-02-28$10,098,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$1,215,413
Total interest from all sources2015-02-28$45,453
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Administrative expenses professional fees incurred2015-02-28$161,160
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$1,050,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$73,927
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-02-28$5,291,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$111,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$101,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$48,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$27,097
Administrative expenses (other) incurred2015-02-28$638,441
Liabilities. Value of operating payables at end of year2015-02-28$39,278
Liabilities. Value of operating payables at beginning of year2015-02-28$59,766
Total non interest bearing cash at end of year2015-02-28$1,526,324
Total non interest bearing cash at beginning of year2015-02-28$1,910,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$-1,507,971
Value of net assets at end of year (total assets less liabilities)2015-02-28$8,362,748
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$9,870,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$16,817
Income. Interest from US Government securities2015-02-28$38,026
Income. Interest from corporate debt instruments2015-02-28$5,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$1,005,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$530,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$530,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$1,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$330,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$326,184
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$4,641,571
Asset value of US Government securities at end of year2015-02-28$5,111,046
Asset value of US Government securities at beginning of year2015-02-28$5,060,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$12,614,623
Employer contributions (assets) at end of year2015-02-28$75,352
Employer contributions (assets) at beginning of year2015-02-28$1,529,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$3,088,595
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$268,304
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$523,405
Contract administrator fees2015-02-28$398,995
Liabilities. Value of benefit claims payable at end of year2015-02-28$65,222
Liabilities. Value of benefit claims payable at beginning of year2015-02-28$140,617
Assets. Value of buildings and other operty used in plan operation at end of year2015-02-28$86,960
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-02-28$116,969
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$6,998,766
Aggregate carrying amount (costs) on sale of assets2015-02-28$7,006,761
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2015-02-28132665700
2014 : LOCAL 153 HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$-3,677
Total unrealized appreciation/depreciation of assets2014-02-28$-3,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$227,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$655,056
Total income from all sources (including contributions)2014-02-28$17,440,982
Total loss/gain on sale of assets2014-02-28$-31,279
Total of all expenses incurred2014-02-28$16,293,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$14,873,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$17,422,719
Value of total assets at end of year2014-02-28$10,098,199
Value of total assets at beginning of year2014-02-28$9,378,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$1,419,792
Total interest from all sources2014-02-28$53,219
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$211,238
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$1,050,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$91,858
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-02-28$6,581,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$101,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$9,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$27,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$218,948
Administrative expenses (other) incurred2014-02-28$648,813
Liabilities. Value of operating payables at end of year2014-02-28$59,766
Liabilities. Value of operating payables at beginning of year2014-02-28$108,860
Total non interest bearing cash at end of year2014-02-28$1,910,040
Total non interest bearing cash at beginning of year2014-02-28$1,465,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,147,299
Value of net assets at end of year (total assets less liabilities)2014-02-28$9,870,719
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$8,723,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$16,285
Income. Interest from US Government securities2014-02-28$37,283
Income. Interest from corporate debt instruments2014-02-28$15,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$530,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$318,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$318,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$326,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$354,029
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$4,870,242
Asset value of US Government securities at end of year2014-02-28$5,060,088
Asset value of US Government securities at beginning of year2014-02-28$4,821,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$17,330,861
Employer contributions (assets) at end of year2014-02-28$1,529,919
Employer contributions (assets) at beginning of year2014-02-28$1,630,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$3,422,118
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$523,405
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$635,562
Contract administrator fees2014-02-28$543,456
Liabilities. Value of benefit claims payable at end of year2014-02-28$140,617
Liabilities. Value of benefit claims payable at beginning of year2014-02-28$327,248
Assets. Value of buildings and other operty used in plan operation at end of year2014-02-28$116,969
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-02-28$143,463
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$6,896,185
Aggregate carrying amount (costs) on sale of assets2014-02-28$6,927,464
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2014-02-28132665700
2013 : LOCAL 153 HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$-4,494
Total unrealized appreciation/depreciation of assets2013-02-28$-4,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$655,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$238,928
Total income from all sources (including contributions)2013-02-28$18,023,032
Total loss/gain on sale of assets2013-02-28$-33,729
Total of all expenses incurred2013-02-28$17,643,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$16,084,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$17,969,561
Value of total assets at end of year2013-02-28$9,378,476
Value of total assets at beginning of year2013-02-28$8,583,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$1,558,941
Total interest from all sources2013-02-28$91,694
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Administrative expenses professional fees incurred2013-02-28$231,589
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$1,050,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$112,629
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-02-28$5,883,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$9,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$11,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$218,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$119,593
Administrative expenses (other) incurred2013-02-28$682,888
Liabilities. Value of operating payables at end of year2013-02-28$108,860
Liabilities. Value of operating payables at beginning of year2013-02-28$48,962
Total non interest bearing cash at end of year2013-02-28$1,465,908
Total non interest bearing cash at beginning of year2013-02-28$873,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$379,348
Value of net assets at end of year (total assets less liabilities)2013-02-28$8,723,420
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$8,344,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$17,078
Income. Interest from US Government securities2013-02-28$69,227
Income. Interest from corporate debt instruments2013-02-28$21,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$318,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$234,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$234,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$354,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$396,176
Expenses. Payments to insurance carriers foe the provision of benefits2013-02-28$6,393,784
Asset value of US Government securities at end of year2013-02-28$4,821,196
Asset value of US Government securities at beginning of year2013-02-28$4,337,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$17,856,932
Employer contributions (assets) at end of year2013-02-28$1,630,519
Employer contributions (assets) at beginning of year2013-02-28$1,557,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$3,807,410
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$635,562
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$1,085,661
Contract administrator fees2013-02-28$627,386
Liabilities. Value of benefit claims payable at end of year2013-02-28$327,248
Liabilities. Value of benefit claims payable at beginning of year2013-02-28$70,373
Assets. Value of buildings and other operty used in plan operation at end of year2013-02-28$143,463
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-02-28$86,020
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$9,479,954
Aggregate carrying amount (costs) on sale of assets2013-02-28$9,513,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2013-02-28132665700
2012 : LOCAL 153 HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$-227,538
Total unrealized appreciation/depreciation of assets2012-02-29$-227,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$238,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$148,429
Total income from all sources (including contributions)2012-02-29$19,914,216
Total loss/gain on sale of assets2012-02-29$-1,250
Total of all expenses incurred2012-02-29$19,584,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$18,098,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$20,019,069
Value of total assets at end of year2012-02-29$8,583,000
Value of total assets at beginning of year2012-02-29$8,162,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$1,485,903
Total interest from all sources2012-02-29$123,935
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Administrative expenses professional fees incurred2012-02-29$114,535
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$1,050,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$157,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-02-29$6,043,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$11,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$245,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$119,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$34,555
Administrative expenses (other) incurred2012-02-29$680,380
Liabilities. Value of operating payables at end of year2012-02-29$48,962
Liabilities. Value of operating payables at beginning of year2012-02-29$86,034
Total non interest bearing cash at end of year2012-02-29$873,318
Total non interest bearing cash at beginning of year2012-02-29$-414,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$329,739
Value of net assets at end of year (total assets less liabilities)2012-02-29$8,344,072
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$8,014,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$16,447
Income. Interest from US Government securities2012-02-29$77,694
Income. Interest from corporate debt instruments2012-02-29$45,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$234,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$424,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$424,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$396,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$444,094
Expenses. Payments to insurance carriers foe the provision of benefits2012-02-29$9,144,322
Asset value of US Government securities at end of year2012-02-29$4,337,544
Asset value of US Government securities at beginning of year2012-02-29$3,977,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$19,861,648
Employer contributions (assets) at end of year2012-02-29$1,557,733
Employer contributions (assets) at beginning of year2012-02-29$1,624,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$2,911,158
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$1,085,661
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$1,764,961
Contract administrator fees2012-02-29$674,541
Liabilities. Value of benefit claims payable at end of year2012-02-29$70,373
Liabilities. Value of benefit claims payable at beginning of year2012-02-29$27,840
Assets. Value of buildings and other operty used in plan operation at end of year2012-02-29$86,020
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-02-29$95,747
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$8,874,128
Aggregate carrying amount (costs) on sale of assets2012-02-29$8,875,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2012-02-29132665700
2011 : LOCAL 153 HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$440,819
Total unrealized appreciation/depreciation of assets2011-02-28$440,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$148,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$771,288
Total income from all sources (including contributions)2011-02-28$20,506,438
Total loss/gain on sale of assets2011-02-28$-216,699
Total of all expenses incurred2011-02-28$22,743,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$21,229,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$20,114,380
Value of total assets at end of year2011-02-28$8,162,762
Value of total assets at beginning of year2011-02-28$11,022,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$1,514,105
Total interest from all sources2011-02-28$167,938
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Administrative expenses professional fees incurred2011-02-28$202,226
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$1,050,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$158,700
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-02-28$6,218,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$245,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$49,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$34,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-02-28$472,064
Administrative expenses (other) incurred2011-02-28$553,991
Liabilities. Value of operating payables at end of year2011-02-28$86,034
Liabilities. Value of operating payables at beginning of year2011-02-28$39,857
Total non interest bearing cash at end of year2011-02-28$-414,348
Total non interest bearing cash at beginning of year2011-02-28$-361,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$-2,236,735
Value of net assets at end of year (total assets less liabilities)2011-02-28$8,014,333
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$10,251,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$20,854
Income. Interest from US Government securities2011-02-28$84,805
Income. Interest from corporate debt instruments2011-02-28$82,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$424,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$593,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$593,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$444,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$463,185
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$11,502,959
Asset value of US Government securities at end of year2011-02-28$3,977,454
Asset value of US Government securities at beginning of year2011-02-28$4,810,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$19,955,680
Employer contributions (assets) at end of year2011-02-28$1,624,643
Employer contributions (assets) at beginning of year2011-02-28$1,744,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$3,507,508
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$1,764,961
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$3,696,779
Contract administrator fees2011-02-28$737,034
Liabilities. Value of benefit claims payable at end of year2011-02-28$27,840
Liabilities. Value of benefit claims payable at beginning of year2011-02-28$259,367
Assets. Value of buildings and other operty used in plan operation at end of year2011-02-28$95,747
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-02-28$26,175
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$14,191,977
Aggregate carrying amount (costs) on sale of assets2011-02-28$14,408,676
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2011-02-28132665700

Form 5500 Responses for LOCAL 153 HEALTH FUND

2022: LOCAL 153 HEALTH FUND 2022 form 5500 responses
2022-03-01Type of plan entityMulti-employer plan
2022-03-01Plan is a collectively bargained planYes
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: LOCAL 153 HEALTH FUND 2021 form 5500 responses
2021-03-01Type of plan entityMulti-employer plan
2021-03-01Plan is a collectively bargained planYes
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: LOCAL 153 HEALTH FUND 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: LOCAL 153 HEALTH FUND 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: LOCAL 153 HEALTH FUND 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: LOCAL 153 HEALTH FUND 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: LOCAL 153 HEALTH FUND 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: LOCAL 153 HEALTH FUND 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: LOCAL 153 HEALTH FUND 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedYes
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: LOCAL 153 HEALTH FUND 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: LOCAL 153 HEALTH FUND 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: LOCAL 153 HEALTH FUND 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: LOCAL 153 HEALTH FUND 2010 form 5500 responses
2010-03-01Type of plan entityMulti-employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: LOCAL 153 HEALTH FUND 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGE6000047
Policy instance 3
Insurance contract or identification numberSGE6000047
Number of Individuals Covered78
Insurance policy start date2021-05-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2749 & C4040
Policy instance 2
Insurance contract or identification numberG2749 & C4040
Number of Individuals Covered330
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 number069027
Policy instance 1
Insurance contract or identification number069027
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
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
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $139,497
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 number069027
Policy instance 1
Insurance contract or identification number069027
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
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
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2749 & C4040
Policy instance 2
Insurance contract or identification numberG2749 & C4040
Number of Individuals Covered220
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $138,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGE6000047
Policy instance 3
Insurance contract or identification numberSGE6000047
Number of Individuals Covered77
Insurance policy start date2020-05-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2749 & C4040
Policy instance 2
Insurance contract or identification numberG2749 & C4040
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $125,597
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 number069027
Policy instance 1
Insurance contract or identification number069027
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069027
Policy instance 1
Insurance contract or identification number069027
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
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
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2749 & C4040
Policy instance 2
Insurance contract or identification numberG2749 & C4040
Number of Individuals Covered340
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $105,036
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 number069027
Policy instance 1
Insurance contract or identification number069027
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
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
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC4040
Policy instance 2
Insurance contract or identification numberC4040
Number of Individuals Covered188
Insurance policy start date2018-03-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2749 & C4040
Policy instance 3
Insurance contract or identification numberG2749 & C4040
Number of Individuals Covered279
Insurance policy start date2018-03-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?Yes
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 number069027
Policy instance 1
Insurance contract or identification number069027
Number of Individuals Covered1077
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC4040
Policy instance 2
Insurance contract or identification numberC4040
Number of Individuals Covered386
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 3
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered670
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC4040
Policy instance 1
Insurance contract or identification numberC4040
Number of Individuals Covered364
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 2
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered364
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW 003
Policy instance 6
Insurance contract or identification number10029EW 003
Number of Individuals Covered18
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $370,747
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 number3330200
Policy instance 5
Insurance contract or identification number3330200
Number of Individuals Covered186
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $114,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-002
Policy instance 4
Insurance contract or identification number10029EW-002
Number of Individuals Covered169
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,267,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-000
Policy instance 2
Insurance contract or identification number10029EW-000
Number of Individuals Covered20
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $413,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 3
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered541
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-902
Policy instance 1
Insurance contract or identification number10029EW-902
Number of Individuals Covered1
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract numberG1921
Policy instance 7
Insurance contract or identification numberG1921
Number of Individuals Covered407
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $270,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-000
Policy instance 2
Insurance contract or identification number10029EW-000
Number of Individuals Covered68
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $771,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number00001GJ31
Policy instance 8
Insurance contract or identification number8145
Number of Individuals Covered418
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $3,546
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Welfare Benefit Premiums Paid to CarrierUSD $1,225,608
Commission paid to Insurance BrokerUSD $3,546
Insurance broker organization code?3
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-902
Policy instance 1
Insurance contract or identification number10029EW-902
Number of Individuals Covered1
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,479
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 number3330200
Policy instance 6
Insurance contract or identification number3330200
Number of Individuals Covered195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $111,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC - 4040
Policy instance 4
Insurance contract or identification numberC - 4040
Number of Individuals Covered630
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-002
Policy instance 5
Insurance contract or identification number10029EW-002
Number of Individuals Covered94
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,054,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 3
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered630
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW 003
Policy instance 7
Insurance contract or identification number10029EW 003
Number of Individuals Covered18
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $421,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number00001GJ31
Policy instance 10
Insurance contract or identification number00001GJ31
Number of Individuals Covered137
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,127,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW 003
Policy instance 9
Insurance contract or identification number10029EW 003
Number of Individuals Covered19
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $422,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-002
Policy instance 5
Insurance contract or identification number10029EW-002
Number of Individuals Covered96
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $945,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number376136
Policy instance 6
Insurance contract or identification number376136
Number of Individuals Covered627
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $227,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC - 4040
Policy instance 4
Insurance contract or identification numberC - 4040
Number of Individuals Covered749
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720239
Policy instance 7
Insurance contract or identification number720239
Number of Individuals Covered227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $196,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330200
Policy instance 8
Insurance contract or identification number3330200
Number of Individuals Covered107
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $107,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-001
Policy instance 1
Insurance contract or identification number10029EW-001
Number of Individuals Covered0
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $64,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 3
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered749
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-000
Policy instance 2
Insurance contract or identification number10029EW-000
Number of Individuals Covered67
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $654,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-001
Policy instance 5
Insurance contract or identification number10029EW-001
Number of Individuals Covered58
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,639,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 11
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered978
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number00001GJ31
Policy instance 10
Insurance contract or identification number00001GJ31
Number of Individuals Covered137
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,127,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW 902
Policy instance 9
Insurance contract or identification number10029EW 902
Number of Individuals Covered1
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-900
Policy instance 8
Insurance contract or identification number10029EW-900
Number of Individuals Covered0
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW 003
Policy instance 7
Insurance contract or identification number10029EW 003
Number of Individuals Covered21
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $364,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-002
Policy instance 6
Insurance contract or identification number10029EW-002
Number of Individuals Covered84
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,854,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-000
Policy instance 4
Insurance contract or identification number10029EW-000
Number of Individuals Covered68
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $688,467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720239
Policy instance 3
Insurance contract or identification number720239
Number of Individuals Covered330
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $156,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number376136
Policy instance 2
Insurance contract or identification number376136
Number of Individuals Covered678
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $242,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330200
Policy instance 1
Insurance contract or identification number3330200
Number of Individuals Covered209
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $101,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC - 4040
Policy instance 12
Insurance contract or identification numberC - 4040
Number of Individuals Covered978
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number376136
Policy instance 1
Insurance contract or identification number376136
Number of Individuals Covered786
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $181,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720239
Policy instance 2
Insurance contract or identification number720239
Number of Individuals Covered353
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $193,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract numberHN0004871
Policy instance 3
Insurance contract or identification numberHN0004871
Number of Individuals Covered484
Insurance policy start date2010-01-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,290,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-000
Policy instance 4
Insurance contract or identification number10029EW-000
Number of Individuals Covered63
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $624,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-001
Policy instance 5
Insurance contract or identification number10029EW-001
Number of Individuals Covered207
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,801,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-002
Policy instance 6
Insurance contract or identification number10029EW-002
Number of Individuals Covered198
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,024,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC - 4040
Policy instance 9
Insurance contract or identification numberC - 4040
Number of Individuals Covered973
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPOOLED AD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2749 & C-4040
Policy instance 8
Insurance contract or identification numberG-2749 & C-4040
Number of Individuals Covered973
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number10029EW-900
Policy instance 7
Insurance contract or identification number10029EW-900
Number of Individuals Covered2
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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