BOARD OF TRUSTEES OF HEALTH FUND 917 has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : HEALTH FUND 917 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $3,282,394 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $2,887,398 |
| Total income from all sources (including contributions) | 2023-04-30 | $17,146,139 |
| Total of all expenses incurred | 2023-04-30 | $16,485,941 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $15,922,285 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $17,047,662 |
| Value of total assets at end of year | 2023-04-30 | $44,050,348 |
| Value of total assets at beginning of year | 2023-04-30 | $42,995,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $563,656 |
| Total interest from all sources | 2023-04-30 | $5,266 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $897,302 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $897,302 |
| Administrative expenses professional fees incurred | 2023-04-30 | $186,450 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Contributions received from participants | 2023-04-30 | $148,657 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-04-30 | $14,659,769 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $747,728 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $379,119 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-04-30 | $1,399,359 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-04-30 | $1,179,000 |
| Administrative expenses (other) incurred | 2023-04-30 | $348,001 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $43,035 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $38,398 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $660,198 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $40,767,954 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $40,107,756 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Investment advisory and management fees | 2023-04-30 | $29,205 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $29,053,014 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $28,891,241 |
| Value of interest in common/collective trusts at end of year | 2023-04-30 | $12,734,777 |
| Value of interest in common/collective trusts at beginning of year | 2023-04-30 | $12,822,544 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $1,143,269 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $832,088 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $832,088 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $5,266 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-04-30 | $1,203,349 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-30 | $-735,529 |
| Net investment gain or loss from common/collective trusts | 2023-04-30 | $-68,562 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Contributions received in cash from employer | 2023-04-30 | $16,899,005 |
| Employer contributions (assets) at end of year | 2023-04-30 | $29,171 |
| Employer contributions (assets) at beginning of year | 2023-04-30 | $24,351 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $59,167 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-04-30 | $1,840,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-04-30 | $1,670,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-04-30 | $342,389 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-04-30 | $45,811 |
| Did the plan have assets held for investment | 2023-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2023-04-30 | 470900880 |
| 2022 : HEALTH FUND 917 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $2,887,398 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $3,270,006 |
| Total income from all sources (including contributions) | 2022-04-30 | $14,970,005 |
| Total of all expenses incurred | 2022-04-30 | $18,289,901 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $17,736,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $16,907,670 |
| Value of total assets at end of year | 2022-04-30 | $42,995,154 |
| Value of total assets at beginning of year | 2022-04-30 | $46,697,658 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $553,265 |
| Total interest from all sources | 2022-04-30 | $509 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $992,834 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $992,834 |
| Administrative expenses professional fees incurred | 2022-04-30 | $196,289 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Contributions received from participants | 2022-04-30 | $141,156 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-04-30 | $16,039,122 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $379,119 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $388,256 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-04-30 | $1,179,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-04-30 | $1,377,000 |
| Administrative expenses (other) incurred | 2022-04-30 | $328,147 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $38,398 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $43,006 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-3,319,896 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $40,107,756 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $43,427,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Investment advisory and management fees | 2022-04-30 | $28,829 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $28,891,241 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $29,645,426 |
| Value of interest in common/collective trusts at end of year | 2022-04-30 | $12,822,544 |
| Value of interest in common/collective trusts at beginning of year | 2022-04-30 | $16,025,362 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $832,088 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $562,990 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $562,990 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $509 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-04-30 | $1,642,514 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-30 | $-1,747,019 |
| Net investment gain or loss from common/collective trusts | 2022-04-30 | $-1,183,989 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Contributions received in cash from employer | 2022-04-30 | $16,766,514 |
| Employer contributions (assets) at end of year | 2022-04-30 | $24,351 |
| Employer contributions (assets) at beginning of year | 2022-04-30 | $30,752 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $55,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-04-30 | $1,670,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-04-30 | $1,850,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-04-30 | $45,811 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-04-30 | $44,872 |
| Did the plan have assets held for investment | 2022-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-04-30 | 470900880 |
| 2021 : HEALTH FUND 917 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $3,270,006 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $3,141,965 |
| Total income from all sources (including contributions) | 2021-04-30 | $19,698,100 |
| Total of all expenses incurred | 2021-04-30 | $18,049,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $17,513,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $17,086,368 |
| Value of total assets at end of year | 2021-04-30 | $46,697,658 |
| Value of total assets at beginning of year | 2021-04-30 | $44,920,523 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $535,849 |
| Total interest from all sources | 2021-04-30 | $1,034 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $833,208 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $833,208 |
| Administrative expenses professional fees incurred | 2021-04-30 | $157,198 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Contributions received from participants | 2021-04-30 | $223,995 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-04-30 | $15,919,552 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $388,256 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-04-30 | $957,702 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-04-30 | $1,377,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-04-30 | $1,440,000 |
| Administrative expenses (other) incurred | 2021-04-30 | $348,681 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $43,006 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $61,965 |
| Total non interest bearing cash at beginning of year | 2021-04-30 | $-19,421 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $1,649,094 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $43,427,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $41,778,558 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Investment advisory and management fees | 2021-04-30 | $29,970 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $29,645,426 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $27,018,170 |
| Value of interest in common/collective trusts at end of year | 2021-04-30 | $16,025,362 |
| Value of interest in common/collective trusts at beginning of year | 2021-04-30 | $14,561,890 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $562,990 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $2,144,501 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $2,144,501 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $1,034 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-04-30 | $1,536,105 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-04-30 | $1,794,128 |
| Net investment gain or loss from common/collective trusts | 2021-04-30 | $-16,638 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Contributions received in cash from employer | 2021-04-30 | $16,862,373 |
| Employer contributions (assets) at end of year | 2021-04-30 | $30,752 |
| Employer contributions (assets) at beginning of year | 2021-04-30 | $217,379 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $57,500 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-04-30 | $1,850,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-04-30 | $1,640,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-04-30 | $44,872 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-04-30 | $40,302 |
| Did the plan have assets held for investment | 2021-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
| Accountancy firm name | 2021-04-30 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2021-04-30 | 470900880 |
| 2020 : HEALTH FUND 917 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $3,141,965 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $2,950,752 |
| Total income from all sources (including contributions) | 2020-04-30 | $20,657,398 |
| Total of all expenses incurred | 2020-04-30 | $18,515,726 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $17,890,993 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $18,492,336 |
| Value of total assets at end of year | 2020-04-30 | $44,920,523 |
| Value of total assets at beginning of year | 2020-04-30 | $42,587,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $624,733 |
| Total interest from all sources | 2020-04-30 | $2,907 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $612,409 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-04-30 | $612,409 |
| Administrative expenses professional fees incurred | 2020-04-30 | $175,366 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Contributions received from participants | 2020-04-30 | $251,019 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-04-30 | $16,488,349 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-04-30 | $957,702 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-04-30 | $764,986 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-04-30 | $1,440,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-04-30 | $1,287,000 |
| Administrative expenses (other) incurred | 2020-04-30 | $420,667 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $61,965 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $83,752 |
| Total non interest bearing cash at end of year | 2020-04-30 | $-19,421 |
| Total non interest bearing cash at beginning of year | 2020-04-30 | $-26,190 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $2,141,672 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $41,778,558 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $39,636,886 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Investment advisory and management fees | 2020-04-30 | $28,700 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-04-30 | $27,018,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-04-30 | $20,687,195 |
| Value of interest in common/collective trusts at end of year | 2020-04-30 | $14,561,890 |
| Value of interest in common/collective trusts at beginning of year | 2020-04-30 | $20,555,404 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $2,144,501 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $554,561 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $554,561 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $2,907 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-04-30 | $1,347,644 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-04-30 | $-281,434 |
| Net investment gain or loss from common/collective trusts | 2020-04-30 | $1,831,180 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Contributions received in cash from employer | 2020-04-30 | $18,241,317 |
| Employer contributions (assets) at end of year | 2020-04-30 | $217,379 |
| Employer contributions (assets) at beginning of year | 2020-04-30 | $9,617 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $55,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-04-30 | $1,640,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-04-30 | $1,580,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-04-30 | $40,302 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-04-30 | $42,065 |
| Did the plan have assets held for investment | 2020-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Accountancy firm name | 2020-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2020-04-30 | 470900880 |
| 2019 : HEALTH FUND 917 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $2,950,752 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $3,021,848 |
| Total income from all sources (including contributions) | 2019-04-30 | $19,740,850 |
| Total of all expenses incurred | 2019-04-30 | $18,410,502 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $17,735,631 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $18,193,172 |
| Value of total assets at end of year | 2019-04-30 | $42,587,638 |
| Value of total assets at beginning of year | 2019-04-30 | $41,328,386 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $674,871 |
| Total interest from all sources | 2019-04-30 | $2,762 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $569,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-04-30 | $569,601 |
| Administrative expenses professional fees incurred | 2019-04-30 | $229,041 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Contributions received from participants | 2019-04-30 | $173,375 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-04-30 | $764,986 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-04-30 | $651,761 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-04-30 | $1,287,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-04-30 | $1,270,000 |
| Administrative expenses (other) incurred | 2019-04-30 | $411,098 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $83,752 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $51,848 |
| Total non interest bearing cash at end of year | 2019-04-30 | $-26,190 |
| Total non interest bearing cash at beginning of year | 2019-04-30 | $-15,501 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $1,330,348 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $39,636,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $38,306,538 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Investment advisory and management fees | 2019-04-30 | $34,732 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $20,687,195 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-04-30 | $15,728,424 |
| Value of interest in common/collective trusts at end of year | 2019-04-30 | $20,555,404 |
| Value of interest in common/collective trusts at beginning of year | 2019-04-30 | $24,297,731 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $554,561 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $588,623 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $588,623 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $2,762 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-04-30 | $17,688,964 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-04-30 | $130,820 |
| Net investment gain or loss from common/collective trusts | 2019-04-30 | $844,495 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $18,019,797 |
| Employer contributions (assets) at end of year | 2019-04-30 | $9,617 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $33,476 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $46,667 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-04-30 | $1,580,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-04-30 | $1,700,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-04-30 | $42,065 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-04-30 | $43,872 |
| Did the plan have assets held for investment | 2019-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
| Accountancy firm name | 2019-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2019-04-30 | 470900880 |
| 2018 : HEALTH FUND 917 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $3,021,848 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $2,447,505 |
| Total income from all sources (including contributions) | 2018-04-30 | $18,211,654 |
| Total loss/gain on sale of assets | 2018-04-30 | $0 |
| Total of all expenses incurred | 2018-04-30 | $15,339,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $14,690,927 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $17,810,075 |
| Value of total assets at end of year | 2018-04-30 | $41,328,387 |
| Value of total assets at beginning of year | 2018-04-30 | $37,882,163 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $648,846 |
| Total interest from all sources | 2018-04-30 | $2,905 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $422,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-04-30 | $422,624 |
| Administrative expenses professional fees incurred | 2018-04-30 | $210,166 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Contributions received from participants | 2018-04-30 | $143,471 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $651,761 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-30 | $337,670 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-04-30 | $1,270,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-04-30 | $1,319,000 |
| Administrative expenses (other) incurred | 2018-04-30 | $399,850 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $51,848 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $58,505 |
| Total non interest bearing cash at end of year | 2018-04-30 | $-15,501 |
| Total non interest bearing cash at beginning of year | 2018-04-30 | $10,999 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $2,871,881 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $38,306,539 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $35,434,658 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Investment advisory and management fees | 2018-04-30 | $38,830 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $15,728,424 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $14,155,901 |
| Value of interest in common/collective trusts at end of year | 2018-04-30 | $24,297,731 |
| Value of interest in common/collective trusts at beginning of year | 2018-04-30 | $22,399,753 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $588,622 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $810,689 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $810,689 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $2,905 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-04-30 | $1,155,883 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-04-30 | $49,899 |
| Net investment gain or loss from common/collective trusts | 2018-04-30 | $-73,849 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $17,666,604 |
| Employer contributions (assets) at end of year | 2018-04-30 | $33,476 |
| Employer contributions (assets) at beginning of year | 2018-04-30 | $123,473 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $13,535,044 |
| Liabilities. Value of benefit claims payable at end of year | 2018-04-30 | $1,700,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-04-30 | $1,070,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-04-30 | $43,874 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-04-30 | $43,678 |
| Did the plan have assets held for investment | 2018-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
| Accountancy firm name | 2018-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2018-04-30 | 470900880 |
| 2017 : HEALTH FUND 917 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $2,447,505 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $3,629,670 |
| Total income from all sources (including contributions) | 2017-04-30 | $16,337,387 |
| Total loss/gain on sale of assets | 2017-04-30 | $0 |
| Total of all expenses incurred | 2017-04-30 | $12,840,350 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $12,267,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $15,779,491 |
| Value of total assets at end of year | 2017-04-30 | $37,882,163 |
| Value of total assets at beginning of year | 2017-04-30 | $35,567,291 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $572,724 |
| Total interest from all sources | 2017-04-30 | $1,253 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $203,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-04-30 | $203,965 |
| Administrative expenses professional fees incurred | 2017-04-30 | $152,062 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2017-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Contributions received from participants | 2017-04-30 | $138,317 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-04-30 | $10,919,603 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-04-30 | $337,670 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $357,756 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-04-30 | $1,319,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-04-30 | $1,389,000 |
| Administrative expenses (other) incurred | 2017-04-30 | $381,506 |
| Liabilities. Value of operating payables at end of year | 2017-04-30 | $58,505 |
| Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $50,670 |
| Total non interest bearing cash at end of year | 2017-04-30 | $10,999 |
| Total non interest bearing cash at beginning of year | 2017-04-30 | $-4,874 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $3,497,037 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $35,434,658 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $31,937,621 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Investment advisory and management fees | 2017-04-30 | $39,156 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $14,155,901 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $9,456,474 |
| Value of interest in common/collective trusts at end of year | 2017-04-30 | $22,399,753 |
| Value of interest in common/collective trusts at beginning of year | 2017-04-30 | $24,872,563 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-04-30 | $810,689 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-04-30 | $780,425 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-04-30 | $780,425 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $1,253 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-04-30 | $1,276,523 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-04-30 | $195,462 |
| Net investment gain or loss from common/collective trusts | 2017-04-30 | $157,216 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Contributions received in cash from employer | 2017-04-30 | $15,641,174 |
| Employer contributions (assets) at end of year | 2017-04-30 | $123,473 |
| Employer contributions (assets) at beginning of year | 2017-04-30 | $61,103 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $71,500 |
| Liabilities. Value of benefit claims payable at end of year | 2017-04-30 | $1,070,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-04-30 | $2,190,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-04-30 | $43,678 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-04-30 | $43,844 |
| Did the plan have assets held for investment | 2017-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
| Accountancy firm name | 2017-04-30 | SSP A DIVISION OF CALIBRE CPA GROUP |
| Accountancy firm EIN | 2017-04-30 | 470900880 |
| 2016 : HEALTH FUND 917 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $3,629,670 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $3,484,386 |
| Total income from all sources (including contributions) | 2016-04-30 | $16,024,383 |
| Total loss/gain on sale of assets | 2016-04-30 | $-9,258 |
| Total of all expenses incurred | 2016-04-30 | $14,699,127 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $14,121,880 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $15,342,310 |
| Value of total assets at end of year | 2016-04-30 | $35,567,291 |
| Value of total assets at beginning of year | 2016-04-30 | $34,096,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $577,247 |
| Total interest from all sources | 2016-04-30 | $999 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $185,197 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-30 | $185,197 |
| Administrative expenses professional fees incurred | 2016-04-30 | $159,003 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2016-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Contributions received from participants | 2016-04-30 | $193,517 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-04-30 | $12,772,545 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $357,756 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $198,691 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-04-30 | $1,389,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-04-30 | $1,384,000 |
| Administrative expenses (other) incurred | 2016-04-30 | $379,432 |
| Liabilities. Value of operating payables at end of year | 2016-04-30 | $50,670 |
| Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $50,386 |
| Total non interest bearing cash at end of year | 2016-04-30 | $-4,874 |
| Total non interest bearing cash at beginning of year | 2016-04-30 | $-8,170 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $1,325,256 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $31,937,621 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $30,612,365 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Investment advisory and management fees | 2016-04-30 | $38,812 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $9,456,474 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $9,498,816 |
| Value of interest in common/collective trusts at end of year | 2016-04-30 | $24,872,563 |
| Value of interest in common/collective trusts at beginning of year | 2016-04-30 | $23,977,079 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $780,425 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $320,961 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $320,961 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $999 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-04-30 | $1,267,335 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-30 | $-227,540 |
| Net investment gain or loss from common/collective trusts | 2016-04-30 | $732,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $15,148,793 |
| Employer contributions (assets) at end of year | 2016-04-30 | $61,103 |
| Employer contributions (assets) at beginning of year | 2016-04-30 | $63,523 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $82,000 |
| Liabilities. Value of benefit claims payable at end of year | 2016-04-30 | $2,190,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-04-30 | $2,050,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-04-30 | $43,844 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-04-30 | $45,851 |
| Did the plan have assets held for investment | 2016-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Aggregate proceeds on sale of assets | 2016-04-30 | $1,227,944 |
| Aggregate carrying amount (costs) on sale of assets | 2016-04-30 | $1,237,202 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
| Accountancy firm name | 2016-04-30 | STEINBERG, STECKLER & PICCIURRO, PC |
| Accountancy firm EIN | 2016-04-30 | 132665700 |
| 2015 : HEALTH FUND 917 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $3,484,386 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $2,882,107 |
| Total income from all sources (including contributions) | 2015-04-30 | $17,355,028 |
| Total loss/gain on sale of assets | 2015-04-30 | $3,282 |
| Total of all expenses incurred | 2015-04-30 | $14,614,573 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $13,233,573 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $16,296,205 |
| Value of total assets at end of year | 2015-04-30 | $34,096,751 |
| Value of total assets at beginning of year | 2015-04-30 | $30,754,017 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $1,381,000 |
| Total interest from all sources | 2015-04-30 | $1,102 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $197,487 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-30 | $197,487 |
| Administrative expenses professional fees incurred | 2015-04-30 | $219,309 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Contributions received from participants | 2015-04-30 | $194,679 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-04-30 | $11,654,677 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $198,691 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-04-30 | $59,004 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-04-30 | $1,384,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-04-30 | $1,299,000 |
| Administrative expenses (other) incurred | 2015-04-30 | $368,549 |
| Liabilities. Value of operating payables at end of year | 2015-04-30 | $50,386 |
| Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $83,107 |
| Total non interest bearing cash at end of year | 2015-04-30 | $-8,170 |
| Total non interest bearing cash at beginning of year | 2015-04-30 | $-24,767 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $2,740,455 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $30,612,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $27,871,910 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Investment advisory and management fees | 2015-04-30 | $36,331 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $9,498,816 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $7,724,486 |
| Value of interest in common/collective trusts at end of year | 2015-04-30 | $23,977,079 |
| Value of interest in common/collective trusts at beginning of year | 2015-04-30 | $21,018,895 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $320,961 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $81,979 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $81,979 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-30 | $1,102 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-04-30 | $1,542,396 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $-123,157 |
| Net investment gain or loss from common/collective trusts | 2015-04-30 | $980,109 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Contributions received in cash from employer | 2015-04-30 | $16,101,526 |
| Employer contributions (assets) at end of year | 2015-04-30 | $63,523 |
| Employer contributions (assets) at beginning of year | 2015-04-30 | $1,854,059 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $36,500 |
| Contract administrator fees | 2015-04-30 | $756,811 |
| Liabilities. Value of benefit claims payable at end of year | 2015-04-30 | $2,050,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-04-30 | $1,500,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-04-30 | $45,851 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-04-30 | $40,361 |
| Did the plan have assets held for investment | 2015-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Aggregate proceeds on sale of assets | 2015-04-30 | $3,025,220 |
| Aggregate carrying amount (costs) on sale of assets | 2015-04-30 | $3,021,938 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | STEINBERG, STECKLER & PICCIURRO, PC |
| Accountancy firm EIN | 2015-04-30 | 132665700 |
| 2014 : HEALTH FUND 917 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-04-30 | $-37,926 |
| Total unrealized appreciation/depreciation of assets | 2014-04-30 | $-37,926 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $2,882,107 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $3,693,177 |
| Total income from all sources (including contributions) | 2014-04-30 | $17,053,754 |
| Total loss/gain on sale of assets | 2014-04-30 | $-148,065 |
| Total of all expenses incurred | 2014-04-30 | $12,881,960 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $11,601,518 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $17,090,059 |
| Value of total assets at end of year | 2014-04-30 | $30,754,017 |
| Value of total assets at beginning of year | 2014-04-30 | $27,393,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $1,280,442 |
| Total interest from all sources | 2014-04-30 | $1,065 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $148,610 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $148,610 |
| Administrative expenses professional fees incurred | 2014-04-30 | $156,596 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Contributions received from participants | 2014-04-30 | $185,412 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-04-30 | $10,197,626 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-04-30 | $59,004 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-04-30 | $239,226 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-04-30 | $1,299,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-04-30 | $1,353,000 |
| Administrative expenses (other) incurred | 2014-04-30 | $373,955 |
| Liabilities. Value of operating payables at end of year | 2014-04-30 | $83,107 |
| Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $140,177 |
| Total non interest bearing cash at end of year | 2014-04-30 | $-24,767 |
| Total non interest bearing cash at beginning of year | 2014-04-30 | $-18,272 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $4,171,794 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $27,871,910 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $23,700,116 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Investment advisory and management fees | 2014-04-30 | $35,801 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $7,724,486 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $1,006,269 |
| Value of interest in common/collective trusts at end of year | 2014-04-30 | $21,018,895 |
| Value of interest in common/collective trusts at beginning of year | 2014-04-30 | $25,652,590 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $81,979 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $331,899 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $331,899 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-04-30 | $1,065 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-04-30 | $1,347,642 |
| Net investment gain or loss from common/collective trusts | 2014-04-30 | $11 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Contributions received in cash from employer | 2014-04-30 | $16,904,647 |
| Employer contributions (assets) at end of year | 2014-04-30 | $1,854,059 |
| Employer contributions (assets) at beginning of year | 2014-04-30 | $140,042 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $56,250 |
| Contract administrator fees | 2014-04-30 | $714,090 |
| Liabilities. Value of benefit claims payable at end of year | 2014-04-30 | $1,500,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-04-30 | $2,200,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-04-30 | $40,361 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-04-30 | $41,539 |
| Did the plan have assets held for investment | 2014-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Aggregate proceeds on sale of assets | 2014-04-30 | $10,578,122 |
| Aggregate carrying amount (costs) on sale of assets | 2014-04-30 | $10,726,187 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
| Accountancy firm name | 2014-04-30 | STEINBERG, STECKLER & PICCIURRO, PC |
| Accountancy firm EIN | 2014-04-30 | 132665700 |
| 2013 : HEALTH FUND 917 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-04-30 | $804,094 |
| Total unrealized appreciation/depreciation of assets | 2013-04-30 | $804,094 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $3,693,177 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $3,784,395 |
| Total income from all sources (including contributions) | 2013-04-30 | $16,166,181 |
| Total loss/gain on sale of assets | 2013-04-30 | $33,823 |
| Total of all expenses incurred | 2013-04-30 | $12,656,130 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $11,377,772 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $15,326,085 |
| Value of total assets at end of year | 2013-04-30 | $27,393,293 |
| Value of total assets at beginning of year | 2013-04-30 | $23,974,460 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $1,278,358 |
| Total interest from all sources | 2013-04-30 | $2,179 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Administrative expenses professional fees incurred | 2013-04-30 | $199,843 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Contributions received from participants | 2013-04-30 | $184,731 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-04-30 | $10,007,155 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-04-30 | $239,226 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-04-30 | $3,678,801 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-04-30 | $1,353,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-04-30 | $1,295,000 |
| Administrative expenses (other) incurred | 2013-04-30 | $347,419 |
| Liabilities. Value of operating payables at end of year | 2013-04-30 | $140,177 |
| Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $139,395 |
| Total non interest bearing cash at end of year | 2013-04-30 | $-18,272 |
| Total non interest bearing cash at beginning of year | 2013-04-30 | $58,989 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $3,510,051 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $23,700,116 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $20,190,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Investment advisory and management fees | 2013-04-30 | $37,156 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $1,006,269 |
| Value of interest in common/collective trusts at end of year | 2013-04-30 | $25,652,590 |
| Value of interest in common/collective trusts at beginning of year | 2013-04-30 | $19,645,213 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $331,899 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $399,114 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $399,114 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-04-30 | $2,179 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-04-30 | $1,301,367 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Contributions received in cash from employer | 2013-04-30 | $15,141,354 |
| Employer contributions (assets) at end of year | 2013-04-30 | $140,042 |
| Employer contributions (assets) at beginning of year | 2013-04-30 | $150,943 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $69,250 |
| Contract administrator fees | 2013-04-30 | $693,940 |
| Liabilities. Value of benefit claims payable at end of year | 2013-04-30 | $2,200,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-04-30 | $2,350,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-04-30 | $41,539 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-04-30 | $41,400 |
| Did the plan have assets held for investment | 2013-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Aggregate proceeds on sale of assets | 2013-04-30 | $8,531,196 |
| Aggregate carrying amount (costs) on sale of assets | 2013-04-30 | $8,497,373 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
| Accountancy firm name | 2013-04-30 | STEINBERG, STECKLER & PICCIURRO, PC |
| Accountancy firm EIN | 2013-04-30 | 132665700 |
| 2012 : HEALTH FUND 917 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-04-30 | $1,309,860 |
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $1,309,860 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $3,784,395 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $2,759,284 |
| Total income from all sources (including contributions) | 2012-04-30 | $18,994,744 |
| Total loss/gain on sale of assets | 2012-04-30 | $12,770 |
| Total of all expenses incurred | 2012-04-30 | $13,652,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $12,462,132 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $17,669,631 |
| Value of total assets at end of year | 2012-04-30 | $23,974,460 |
| Value of total assets at beginning of year | 2012-04-30 | $17,606,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $1,189,901 |
| Total interest from all sources | 2012-04-30 | $2,483 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Administrative expenses professional fees incurred | 2012-04-30 | $231,379 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Contributions received from participants | 2012-04-30 | $170,033 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-04-30 | $2,230 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-04-30 | $11,093,075 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-04-30 | $3,678,801 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-04-30 | $188,180 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-04-30 | $1,295,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-04-30 | $1,161,000 |
| Administrative expenses (other) incurred | 2012-04-30 | $339,806 |
| Liabilities. Value of operating payables at end of year | 2012-04-30 | $139,395 |
| Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $78,284 |
| Total non interest bearing cash at end of year | 2012-04-30 | $58,989 |
| Total non interest bearing cash at beginning of year | 2012-04-30 | $-17,833 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $5,342,711 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $20,190,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $14,847,354 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Investment advisory and management fees | 2012-04-30 | $34,694 |
| Value of interest in common/collective trusts at end of year | 2012-04-30 | $19,645,213 |
| Value of interest in common/collective trusts at beginning of year | 2012-04-30 | $17,142,980 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $399,114 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $171,966 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $171,966 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $2,483 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-04-30 | $1,302,057 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Contributions received in cash from employer | 2012-04-30 | $17,497,368 |
| Employer contributions (assets) at end of year | 2012-04-30 | $150,943 |
| Employer contributions (assets) at beginning of year | 2012-04-30 | $30,733 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $67,000 |
| Contract administrator fees | 2012-04-30 | $584,022 |
| Liabilities. Value of benefit claims payable at end of year | 2012-04-30 | $2,350,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-04-30 | $1,520,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-04-30 | $41,400 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-04-30 | $90,612 |
| Did the plan have assets held for investment | 2012-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Aggregate proceeds on sale of assets | 2012-04-30 | $2,620,417 |
| Aggregate carrying amount (costs) on sale of assets | 2012-04-30 | $2,607,647 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
| Accountancy firm name | 2012-04-30 | STEINBERG, STECKLER & PICCIURRO, PC |
| Accountancy firm EIN | 2012-04-30 | 132665700 |
| 2011 : HEALTH FUND 917 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $2,759,284 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $1,944,903 |
| Total income from all sources (including contributions) | 2011-04-30 | $9,897,655 |
| Total loss/gain on sale of assets | 2011-04-30 | $0 |
| Total of all expenses incurred | 2011-04-30 | $8,604,450 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $8,034,121 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $9,029,248 |
| Value of total assets at end of year | 2011-04-30 | $17,606,638 |
| Value of total assets at beginning of year | 2011-04-30 | $15,499,052 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $570,329 |
| Total interest from all sources | 2011-04-30 | $2,636 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Administrative expenses professional fees incurred | 2011-04-30 | $201,469 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Contributions received from participants | 2011-04-30 | $46,372 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-04-30 | $15,052 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-04-30 | $7,206,821 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $188,180 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-04-30 | $427,081 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-04-30 | $1,161,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-04-30 | $1,190,000 |
| Other income not declared elsewhere | 2011-04-30 | $23,765 |
| Administrative expenses (other) incurred | 2011-04-30 | $350,154 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $78,284 |
| Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $44,903 |
| Total non interest bearing cash at end of year | 2011-04-30 | $-17,833 |
| Total non interest bearing cash at beginning of year | 2011-04-30 | $-27,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $1,293,205 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $14,847,354 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $13,554,149 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Investment advisory and management fees | 2011-04-30 | $18,706 |
| Value of interest in common/collective trusts at end of year | 2011-04-30 | $17,142,980 |
| Value of interest in common/collective trusts at beginning of year | 2011-04-30 | $14,518,822 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $171,966 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $419,865 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $419,865 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $2,636 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-04-30 | $741,300 |
| Net investment gain or loss from common/collective trusts | 2011-04-30 | $842,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $8,967,824 |
| Employer contributions (assets) at end of year | 2011-04-30 | $30,733 |
| Employer contributions (assets) at beginning of year | 2011-04-30 | $121,686 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $86,000 |
| Liabilities. Value of benefit claims payable at end of year | 2011-04-30 | $1,520,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-04-30 | $710,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-04-30 | $90,612 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-04-30 | $39,548 |
| Did the plan have assets held for investment | 2011-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | STEINBERG, STECKLER & PICCIURRO, PC |
| Accountancy firm EIN | 2011-04-30 | 132665700 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL37197 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL37197 | | Number of Individuals Covered | 1222 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $62,636 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $720,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $62,636 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 359 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $400,838 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 719 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,086 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D08 |
| Policy instance | 4 |
| Insurance contract or identification number | 270D08 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | STATUTORY DISABILITY AND PFL | | Welfare Benefit Premiums Paid to Carrier | USD $889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 641 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,458 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 389 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $429,226 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 ) |
| Policy contract number | P0313036803 |
| Policy instance | 3 |
| Insurance contract or identification number | P0313036803 | | Number of Individuals Covered | 1197 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,195,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D08 |
| Policy instance | 4 |
| Insurance contract or identification number | 270D08 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | STATUTORY DISABILITY AND PFL | | Welfare Benefit Premiums Paid to Carrier | USD $837 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 567 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 400 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $397,435 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D08 |
| Policy instance | 4 |
| Insurance contract or identification number | 270D08 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | STATUTORY DISABILITY | | Welfare Benefit Premiums Paid to Carrier | USD $732 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 ) |
| Policy contract number | P0313036803 |
| Policy instance | 3 |
| Insurance contract or identification number | P0313036803 | | Number of Individuals Covered | 1244 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,058,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270DO7 |
| Policy instance | 4 |
| Insurance contract or identification number | 270DO7 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $15 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $245 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15 | | Insurance broker organization code? | 3 |
|
| PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 ) |
| Policy contract number | P0313036803 |
| Policy instance | 3 |
| Insurance contract or identification number | P0313036803 | | Number of Individuals Covered | 1361 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $789,446 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 419 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $474,822 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 802 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,740 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270DO8 |
| Policy instance | 5 |
| Insurance contract or identification number | 270DO8 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $560 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270DO8 |
| Policy instance | 5 |
| Insurance contract or identification number | 270DO8 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $424 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 767 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,624 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 453 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $495,044 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 ) |
| Policy contract number | P0313036802 |
| Policy instance | 3 |
| Insurance contract or identification number | P0313036802 | | Number of Individuals Covered | 1366 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $618,889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270DO7 |
| Policy instance | 4 |
| Insurance contract or identification number | 270DO7 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $249 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Insurance broker organization code? | 3 |
|
| PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 ) |
| Policy contract number | P0313036801 |
| Policy instance | 5 |
| Insurance contract or identification number | P0313036801 | | Number of Individuals Covered | 1350 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $574,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 4 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 466 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $498,836 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07 |
| Policy instance | 3 |
| Insurance contract or identification number | 270D07 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D08 |
| Policy instance | 2 |
| Insurance contract or identification number | 270D08 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 730 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $19,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18440 |
| Policy instance | 5 |
| Insurance contract or identification number | HCL18440 | | Number of Individuals Covered | 1325 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $553,258 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 830 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $1,358 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $23,240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,358 | | Insurance broker organization code? | 3 | | Insurance broker name | PROFESSIONAL GROUP PLANS |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D08 |
| Policy instance | 2 |
| Insurance contract or identification number | 270D08 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07 |
| Policy instance | 3 |
| Insurance contract or identification number | 270D07 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Insurance broker organization code? | 3 | | Insurance broker name | D.B.L. MANAGEMENT, INC. |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 4 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 489 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $538,113 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18440 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL18440 | | Number of Individuals Covered | 1346 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $58,925 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $775,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $58,925 | | Insurance broker organization code? | 3 | | Insurance broker name | H.J. KNIGHT INTERNATIONAL |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07 |
| Policy instance | 4 |
| Insurance contract or identification number | 270D07 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Insurance broker organization code? | 4 | | Insurance broker name | D.B.L. MANAGEMENT, INC. |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 818 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $1,441 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $24,086 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,441 | | Insurance broker organization code? | 3 | | Insurance broker name | PROFESSIONAL GROUP PLANS |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D08 |
| Policy instance | 5 |
| Insurance contract or identification number | 270D08 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 517 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $609,375 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07/8 |
| Policy instance | 4 |
| Insurance contract or identification number | 270D07/8 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $8 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8 | | Insurance broker organization code? | 4 | | Insurance broker name | D.B.L. MANAGEMENT, INC. |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18440 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL18440 | | Number of Individuals Covered | 1348 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $53,596 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $705,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,596 | | Insurance broker organization code? | 3 | | Insurance broker name | H.J. KNIGHT INTERNATIONAL |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 586 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $617,639 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 781 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $1,398 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $24,797 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,398 | | Insurance broker organization code? | 3 | | Insurance broker name | PROFESSIONAL GROUP PLANS |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07/8 |
| Policy instance | 4 |
| Insurance contract or identification number | 270D07/8 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $11 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $569 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11 | | Insurance broker organization code? | 4 | | Insurance broker name | D.B.L. MANAGEMENT, INC. |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18440 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL18440 | | Number of Individuals Covered | 1411 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $52,346 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $654,331 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,968 | | Insurance broker organization code? | 3 | | Insurance broker name | H. J. KNIGHT INTERNATIONAL |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 582 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $3,845 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $25,647 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,845 | | Insurance broker organization code? | 3 | | Insurance broker name | PROFESSIONAL GROUP PLANS |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 2 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 588 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $621,430 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 720 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,045 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $22,148 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07/8 |
| Policy instance | 2 |
| Insurance contract or identification number | 270D07/8 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $12 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $569 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 3 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 583 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $660,610 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL18440 |
| Policy instance | 4 |
| Insurance contract or identification number | HCL18440 | | Number of Individuals Covered | 1464 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $61,875 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $618,750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260B17 |
| Policy instance | 1 |
| Insurance contract or identification number | 260B17 | | Number of Individuals Covered | 752 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,216 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $22,456 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1018 |
| Policy instance | 2 |
| Insurance contract or identification number | SL1018 | | Number of Individuals Covered | 1369 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $41,596 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $415,929 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 270D07/8 |
| Policy instance | 3 |
| Insurance contract or identification number | 270D07/8 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $10 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-306D |
| Policy instance | 4 |
| Insurance contract or identification number | GG-306D | | Number of Individuals Covered | 648 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $275,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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