Logo

LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 401k Plan overview

Plan NameLABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY
Plan identification number 501

LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY Benefits

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

401k Sponsoring company profile

LABORERS' UNION-NO 91 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:LABORERS' UNION-NO 91 WELFARE FUND
Employer identification number (EIN):160776158
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01
5012020-06-01
5012019-06-01
5012018-06-01
5012017-06-01HARRY RICHARD PALLADINO ANGELO MASSARO2019-03-14
5012016-06-01HARRY RICHARD PALLADINO ANTHONY MAJKA2018-03-14
5012015-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2017-03-15
5012014-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2016-03-09
5012013-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2015-03-13
5012012-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2014-03-06
5012011-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2013-03-14
5012010-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2012-03-13
5012009-06-01HARRY RICHARD PALLADINO DONALD H. SMITH2011-03-15

Plan Statistics for LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY

401k plan membership statisitcs for LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY

Measure Date Value
2021: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2021 401k membership
Total participants, beginning-of-year2021-06-01718
Total number of active participants reported on line 7a of the Form 55002021-06-01623
Number of retired or separated participants receiving benefits2021-06-01187
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01810
Number of employers contributing to the scheme2021-06-0176
2020: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2020 401k membership
Total participants, beginning-of-year2020-06-01779
Total number of active participants reported on line 7a of the Form 55002020-06-01534
Number of retired or separated participants receiving benefits2020-06-01184
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01718
Number of employers contributing to the scheme2020-06-0172
2019: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2019 401k membership
Total participants, beginning-of-year2019-06-01684
Total number of active participants reported on line 7a of the Form 55002019-06-01550
Number of retired or separated participants receiving benefits2019-06-01229
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01779
Number of employers contributing to the scheme2019-06-0171
2018: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2018 401k membership
Total participants, beginning-of-year2018-06-01566
Total number of active participants reported on line 7a of the Form 55002018-06-01457
Number of retired or separated participants receiving benefits2018-06-01227
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-01684
Number of employers contributing to the scheme2018-06-0174
2017: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2017 401k membership
Total participants, beginning-of-year2017-06-01576
Total number of active participants reported on line 7a of the Form 55002017-06-01425
Number of retired or separated participants receiving benefits2017-06-01141
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01566
Number of employers contributing to the scheme2017-06-0180
2016: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2016 401k membership
Total participants, beginning-of-year2016-06-01544
Total number of active participants reported on line 7a of the Form 55002016-06-01419
Number of retired or separated participants receiving benefits2016-06-01157
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01576
Number of employers contributing to the scheme2016-06-0181
2015: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2015 401k membership
Total participants, beginning-of-year2015-06-01484
Total number of active participants reported on line 7a of the Form 55002015-06-01389
Number of retired or separated participants receiving benefits2015-06-01155
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01544
Number of employers contributing to the scheme2015-06-0182
2014: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2014 401k membership
Total participants, beginning-of-year2014-06-01582
Total number of active participants reported on line 7a of the Form 55002014-06-01332
Number of retired or separated participants receiving benefits2014-06-01152
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-01484
Number of employers contributing to the scheme2014-06-0197
2013: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2013 401k membership
Total participants, beginning-of-year2013-06-01563
Total number of active participants reported on line 7a of the Form 55002013-06-01422
Number of retired or separated participants receiving benefits2013-06-01160
Total of all active and inactive participants2013-06-01582
Number of employers contributing to the scheme2013-06-01102
2012: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2012 401k membership
Total participants, beginning-of-year2012-06-01558
Total number of active participants reported on line 7a of the Form 55002012-06-01414
Number of retired or separated participants receiving benefits2012-06-01149
Total of all active and inactive participants2012-06-01563
Number of employers contributing to the scheme2012-06-01100
2011: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2011 401k membership
Total participants, beginning-of-year2011-06-01469
Total number of active participants reported on line 7a of the Form 55002011-06-01381
Number of retired or separated participants receiving benefits2011-06-01177
Total of all active and inactive participants2011-06-01558
Number of employers contributing to the scheme2011-06-01114
2010: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2010 401k membership
Total participants, beginning-of-year2010-06-01458
Total number of active participants reported on line 7a of the Form 55002010-06-01299
Number of retired or separated participants receiving benefits2010-06-01170
Total of all active and inactive participants2010-06-01469
Number of employers contributing to the scheme2010-06-01108
2009: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2009 401k membership
Total participants, beginning-of-year2009-06-01465
Total number of active participants reported on line 7a of the Form 55002009-06-01285
Number of retired or separated participants receiving benefits2009-06-01173
Total of all active and inactive participants2009-06-01458
Number of employers contributing to the scheme2009-06-01117

Financial Data on LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY

Measure Date Value
2022 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$-85,672
Total unrealized appreciation/depreciation of assets2022-05-31$-85,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$87,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$146,098
Total income from all sources (including contributions)2022-05-31$3,560,856
Total of all expenses incurred2022-05-31$3,327,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$2,822,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$3,575,662
Value of total assets at end of year2022-05-31$5,622,167
Value of total assets at beginning of year2022-05-31$5,448,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$505,847
Total interest from all sources2022-05-31$33,947
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$78,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$43,249
Administrative expenses professional fees incurred2022-05-31$99,922
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$250,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$398,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$63,918
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$114,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$351,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$86,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$145,147
Other income not declared elsewhere2022-05-31$118,142
Administrative expenses (other) incurred2022-05-31$389,767
Liabilities. Value of operating payables at end of year2022-05-31$885
Liabilities. Value of operating payables at beginning of year2022-05-31$951
Total non interest bearing cash at end of year2022-05-31$1,168,524
Total non interest bearing cash at beginning of year2022-05-31$650,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$232,943
Value of net assets at end of year (total assets less liabilities)2022-05-31$5,535,102
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$5,302,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$16,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$2,275,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$2,376,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$1,543,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$1,590,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$1,590,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$33,947
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$1,100,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-159,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$3,177,187
Employer contributions (assets) at end of year2022-05-31$506,847
Employer contributions (assets) at beginning of year2022-05-31$460,856
Income. Dividends from common stock2022-05-31$34,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$1,657,337
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$14,236
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$18,506
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$645,000
Aggregate carrying amount (costs) on sale of assets2022-05-31$645,000
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2022-05-31471793720
2021 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$48,502
Total unrealized appreciation/depreciation of assets2021-05-31$48,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$146,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$102,890
Total income from all sources (including contributions)2021-05-31$3,526,401
Total of all expenses incurred2021-05-31$3,263,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$2,734,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$3,147,775
Value of total assets at end of year2021-05-31$5,448,257
Value of total assets at beginning of year2021-05-31$5,142,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$528,706
Total interest from all sources2021-05-31$42,984
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$31,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$31,246
Administrative expenses professional fees incurred2021-05-31$81,996
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$250,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$444,422
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$44,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$351,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$369,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$145,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$63,935
Other income not declared elsewhere2021-05-31$105,313
Administrative expenses (other) incurred2021-05-31$431,515
Liabilities. Value of operating payables at end of year2021-05-31$951
Liabilities. Value of operating payables at beginning of year2021-05-31$38,955
Total non interest bearing cash at end of year2021-05-31$650,185
Total non interest bearing cash at beginning of year2021-05-31$601,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$262,932
Value of net assets at end of year (total assets less liabilities)2021-05-31$5,302,159
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$5,039,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$15,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$2,376,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$1,311,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$1,590,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$2,397,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$2,397,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$42,984
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$1,139,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$150,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$2,703,353
Employer contributions (assets) at end of year2021-05-31$460,856
Employer contributions (assets) at beginning of year2021-05-31$462,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$1,551,749
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$18,506
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$400,000
Aggregate carrying amount (costs) on sale of assets2021-05-31$400,000
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2021-05-31471793720
2020 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$101,878
Total unrealized appreciation/depreciation of assets2020-05-31$101,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$102,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$187,988
Total income from all sources (including contributions)2020-05-31$4,255,845
Total loss/gain on sale of assets2020-05-31$-3,337
Total of all expenses incurred2020-05-31$3,668,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$3,116,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$3,935,196
Value of total assets at end of year2020-05-31$5,142,117
Value of total assets at beginning of year2020-05-31$4,640,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$552,394
Total interest from all sources2020-05-31$51,088
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$10,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$10,483
Administrative expenses professional fees incurred2020-05-31$112,594
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$250,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$466,742
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$62,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$369,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$20,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$63,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$176,650
Other income not declared elsewhere2020-05-31$158,127
Administrative expenses (other) incurred2020-05-31$434,522
Liabilities. Value of operating payables at end of year2020-05-31$38,955
Liabilities. Value of operating payables at beginning of year2020-05-31$11,338
Total non interest bearing cash at end of year2020-05-31$601,007
Total non interest bearing cash at beginning of year2020-05-31$1,252,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$587,146
Value of net assets at end of year (total assets less liabilities)2020-05-31$5,039,227
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$4,452,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$5,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$1,311,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$188,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$2,397,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$2,360,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$2,360,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$51,088
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$1,233,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$2,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$3,468,454
Employer contributions (assets) at end of year2020-05-31$462,822
Employer contributions (assets) at beginning of year2020-05-31$818,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$1,820,261
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$940,000
Aggregate carrying amount (costs) on sale of assets2020-05-31$943,337
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2020-05-31471793720
2019 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$48,793
Total unrealized appreciation/depreciation of assets2019-05-31$48,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$187,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$103,356
Total income from all sources (including contributions)2019-05-31$4,036,957
Total of all expenses incurred2019-05-31$3,529,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$2,986,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$3,762,179
Value of total assets at end of year2019-05-31$4,640,069
Value of total assets at beginning of year2019-05-31$4,047,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$542,636
Total interest from all sources2019-05-31$48,799
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$3,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$3,414
Administrative expenses professional fees incurred2019-05-31$109,859
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$502,106
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$57,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$20,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$4,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$176,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$84,716
Other income not declared elsewhere2019-05-31$173,772
Administrative expenses (other) incurred2019-05-31$432,777
Liabilities. Value of operating payables at end of year2019-05-31$11,338
Liabilities. Value of operating payables at beginning of year2019-05-31$18,640
Total non interest bearing cash at end of year2019-05-31$1,252,874
Total non interest bearing cash at beginning of year2019-05-31$1,002,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$507,492
Value of net assets at end of year (total assets less liabilities)2019-05-31$4,452,081
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$3,944,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$188,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$2,360,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$2,453,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$2,453,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$48,799
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$1,310,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$3,260,073
Employer contributions (assets) at end of year2019-05-31$818,427
Employer contributions (assets) at beginning of year2019-05-31$584,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$1,619,611
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$2,722
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$400,000
Aggregate carrying amount (costs) on sale of assets2019-05-31$400,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2019-05-31471793720
2018 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$-41,179
Total unrealized appreciation/depreciation of assets2018-05-31$-41,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$103,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$47,016
Total income from all sources (including contributions)2018-05-31$4,120,096
Total of all expenses incurred2018-05-31$3,682,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$3,225,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$4,009,913
Value of total assets at end of year2018-05-31$4,047,945
Value of total assets at beginning of year2018-05-31$3,553,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$457,170
Total interest from all sources2018-05-31$37,488
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$3,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$3,381
Administrative expenses professional fees incurred2018-05-31$97,949
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$560,835
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$57,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$4,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$30,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$84,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$47,016
Other income not declared elsewhere2018-05-31$115,386
Administrative expenses (other) incurred2018-05-31$359,221
Liabilities. Value of operating payables at end of year2018-05-31$18,640
Total non interest bearing cash at end of year2018-05-31$1,002,186
Total non interest bearing cash at beginning of year2018-05-31$532,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$437,885
Value of net assets at end of year (total assets less liabilities)2018-05-31$3,944,589
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$3,506,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$113,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$2,453,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$2,346,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$2,346,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$37,488
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$1,421,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$-4,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$3,449,078
Employer contributions (assets) at end of year2018-05-31$584,571
Employer contributions (assets) at beginning of year2018-05-31$516,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$1,746,605
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$2,722
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$15,270
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$400,000
Aggregate carrying amount (costs) on sale of assets2018-05-31$400,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2018-05-31471793720
2017 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$-2,263
Total unrealized appreciation/depreciation of assets2017-05-31$-2,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$47,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$43,215
Total income from all sources (including contributions)2017-05-31$3,736,177
Total loss/gain on sale of assets2017-05-31$5,775
Total of all expenses incurred2017-05-31$3,616,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$3,189,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$3,593,168
Value of total assets at end of year2017-05-31$3,553,720
Value of total assets at beginning of year2017-05-31$3,429,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$426,935
Total interest from all sources2017-05-31$31,905
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$4,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$4,614
Administrative expenses professional fees incurred2017-05-31$68,053
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$250,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$555,287
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$60,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$30,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$34,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$47,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$43,215
Other income not declared elsewhere2017-05-31$106,005
Administrative expenses (other) incurred2017-05-31$358,882
Total non interest bearing cash at end of year2017-05-31$532,350
Total non interest bearing cash at beginning of year2017-05-31$452,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$119,930
Value of net assets at end of year (total assets less liabilities)2017-05-31$3,506,704
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$3,386,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Assets. partnership/joint venture interests at beginning of year2017-05-31$7,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$113,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$113,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$2,346,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$2,237,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$2,237,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$31,905
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$1,511,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$-3,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$3,037,881
Employer contributions (assets) at end of year2017-05-31$516,450
Employer contributions (assets) at beginning of year2017-05-31$490,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$1,617,199
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$65,655
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$15,270
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$27,887
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$271,431
Aggregate carrying amount (costs) on sale of assets2017-05-31$265,656
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2017-05-31471793720
2016 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-05-31$178,617
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-280,527
Total unrealized appreciation/depreciation of assets2016-05-31$-101,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$43,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$574,484
Total income from all sources (including contributions)2016-05-31$4,509,871
Total loss/gain on sale of assets2016-05-31$35,342
Total of all expenses incurred2016-05-31$4,297,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$3,879,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$4,409,333
Value of total assets at end of year2016-05-31$3,429,989
Value of total assets at beginning of year2016-05-31$3,749,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$418,364
Total interest from all sources2016-05-31$5,852
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$18,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$16,848
Assets. Real estate other than employer real property at beginning of year2016-05-31$117,675
Administrative expenses professional fees incurred2016-05-31$91,985
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$250,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$617,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$112,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$34,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$43,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$566,874
Other income not declared elsewhere2016-05-31$161,824
Administrative expenses (other) incurred2016-05-31$320,273
Liabilities. Value of operating payables at beginning of year2016-05-31$7,610
Total non interest bearing cash at end of year2016-05-31$452,392
Total non interest bearing cash at beginning of year2016-05-31$507,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$212,249
Value of net assets at end of year (total assets less liabilities)2016-05-31$3,386,774
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$3,174,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Assets. partnership/joint venture interests at end of year2016-05-31$7,668
Assets. partnership/joint venture interests at beginning of year2016-05-31$10,015
Investment advisory and management fees2016-05-31$6,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$113,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$2,273,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$2,237,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$28,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$28,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$5,852
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$1,803,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-18,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$3,791,604
Employer contributions (assets) at end of year2016-05-31$490,621
Employer contributions (assets) at beginning of year2016-05-31$705,515
Income. Dividends from common stock2016-05-31$1,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$1,963,659
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$65,655
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$65,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$27,887
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$41,822
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$93,375
Aggregate carrying amount (costs) on sale of assets2016-05-31$58,033
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2016-05-31471793720
2015 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-05-31$6,055
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-80,203
Total unrealized appreciation/depreciation of assets2015-05-31$-74,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$574,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$97,846
Total income from all sources (including contributions)2015-05-31$5,348,984
Total loss/gain on sale of assets2015-05-31$80,719
Total of all expenses incurred2015-05-31$4,202,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,773,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$5,245,000
Value of total assets at end of year2015-05-31$3,749,009
Value of total assets at beginning of year2015-05-31$2,125,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$429,328
Total interest from all sources2015-05-31$267
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$19,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$18,203
Assets. Real estate other than employer real property at end of year2015-05-31$117,675
Assets. Real estate other than employer real property at beginning of year2015-05-31$176,620
Administrative expenses professional fees incurred2015-05-31$97,726
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$250,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$648,003
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$145,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$52,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$566,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$88,385
Other income not declared elsewhere2015-05-31$99,295
Administrative expenses (other) incurred2015-05-31$319,088
Liabilities. Value of operating payables at end of year2015-05-31$7,610
Liabilities. Value of operating payables at beginning of year2015-05-31$9,461
Total non interest bearing cash at end of year2015-05-31$507,217
Total non interest bearing cash at beginning of year2015-05-31$898,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$1,146,480
Value of net assets at end of year (total assets less liabilities)2015-05-31$3,174,525
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$2,028,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Assets. partnership/joint venture interests at end of year2015-05-31$10,015
Assets. partnership/joint venture interests at beginning of year2015-05-31$10,324
Investment advisory and management fees2015-05-31$12,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$2,273,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$134,772
Income. Interest from US Government securities2015-05-31$267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$28,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$9,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$9,386
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$1,806,177
Asset value of US Government securities at beginning of year2015-05-31$160,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-21,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$4,596,997
Employer contributions (assets) at end of year2015-05-31$705,515
Employer contributions (assets) at beginning of year2015-05-31$611,163
Income. Dividends from common stock2015-05-31$1,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$1,821,065
Asset. Corporate debt instrument preferred debt at beginning of year2015-05-31$6,068
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$3,026
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$65,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$41,822
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$62,417
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$188,405
Aggregate carrying amount (costs) on sale of assets2015-05-31$107,686
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN2015-05-31471793720
2014 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-05-31$-2,023
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$2,222
Total unrealized appreciation/depreciation of assets2014-05-31$199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$97,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$33,377
Total income from all sources (including contributions)2014-05-31$4,724,000
Total loss/gain on sale of assets2014-05-31$-1,265
Total of all expenses incurred2014-05-31$3,940,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$3,552,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$4,709,054
Value of total assets at end of year2014-05-31$2,125,891
Value of total assets at beginning of year2014-05-31$1,277,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$387,822
Total interest from all sources2014-05-31$2,015
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$10,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$7,652
Assets. Real estate other than employer real property at end of year2014-05-31$176,620
Assets. Real estate other than employer real property at beginning of year2014-05-31$178,644
Administrative expenses professional fees incurred2014-05-31$74,864
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$250,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$621,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$133,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$52,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$9,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$88,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$29,894
Other income not declared elsewhere2014-05-31$7,043
Administrative expenses (other) incurred2014-05-31$310,263
Liabilities. Value of operating payables at end of year2014-05-31$9,461
Liabilities. Value of operating payables at beginning of year2014-05-31$3,483
Total non interest bearing cash at end of year2014-05-31$898,776
Total non interest bearing cash at beginning of year2014-05-31$158,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$783,993
Value of net assets at end of year (total assets less liabilities)2014-05-31$2,028,045
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,244,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Assets. partnership/joint venture interests at end of year2014-05-31$10,324
Assets. partnership/joint venture interests at beginning of year2014-05-31$9,364
Investment advisory and management fees2014-05-31$2,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$134,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$128,689
Income. Interest from US Government securities2014-05-31$1,914
Income. Interest from corporate debt instruments2014-05-31$101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$9,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$7,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$7,968
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$1,669,619
Asset value of US Government securities at end of year2014-05-31$160,350
Asset value of US Government securities at beginning of year2014-05-31$161,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$-3,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$4,087,726
Employer contributions (assets) at end of year2014-05-31$611,163
Employer contributions (assets) at beginning of year2014-05-31$571,358
Income. Dividends from common stock2014-05-31$3,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,749,211
Asset. Corporate debt instrument preferred debt at end of year2014-05-31$6,068
Asset. Corporate debt instrument preferred debt at beginning of year2014-05-31$6,096
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$3,026
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$3,033
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$62,417
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$42,341
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$118,086
Aggregate carrying amount (costs) on sale of assets2014-05-31$119,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2014-05-31161462141
2013 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-05-31$-17,948
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$-3,224
Total unrealized appreciation/depreciation of assets2013-05-31$-21,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$33,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$78,620
Total income from all sources (including contributions)2013-05-31$3,681,672
Total loss/gain on sale of assets2013-05-31$1,628
Total of all expenses incurred2013-05-31$3,775,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$3,422,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$3,663,375
Value of total assets at end of year2013-05-31$1,277,429
Value of total assets at beginning of year2013-05-31$1,416,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$352,387
Total interest from all sources2013-05-31$3,482
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$13,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$8,765
Assets. Real estate other than employer real property at end of year2013-05-31$178,644
Assets. Real estate other than employer real property at beginning of year2013-05-31$196,593
Administrative expenses professional fees incurred2013-05-31$69,538
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$250,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$577,625
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$119,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$9,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$23,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$29,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$68,269
Other income not declared elsewhere2013-05-31$19,923
Administrative expenses (other) incurred2013-05-31$279,072
Liabilities. Value of operating payables at end of year2013-05-31$3,483
Liabilities. Value of operating payables at beginning of year2013-05-31$10,351
Total non interest bearing cash at end of year2013-05-31$158,003
Total non interest bearing cash at beginning of year2013-05-31$236,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$-93,391
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,244,052
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,337,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Assets. partnership/joint venture interests at end of year2013-05-31$9,364
Assets. partnership/joint venture interests at beginning of year2013-05-31$8,485
Investment advisory and management fees2013-05-31$3,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$128,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$166,300
Income. Interest from US Government securities2013-05-31$3,243
Income. Interest from corporate debt instruments2013-05-31$238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$7,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$38,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$38,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$1,588,035
Asset value of US Government securities at end of year2013-05-31$161,975
Asset value of US Government securities at beginning of year2013-05-31$190,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$1,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$3,085,750
Employer contributions (assets) at end of year2013-05-31$571,358
Employer contributions (assets) at beginning of year2013-05-31$488,845
Income. Dividends from common stock2013-05-31$4,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$1,715,480
Asset. Corporate debt instrument preferred debt at end of year2013-05-31$6,096
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$3,033
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$11,307
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$42,341
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$55,346
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$173,690
Aggregate carrying amount (costs) on sale of assets2013-05-31$172,062
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2013-05-31161462141
2012 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-126,081
Total unrealized appreciation/depreciation of assets2012-05-31$-126,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$78,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$94,130
Total income from all sources (including contributions)2012-05-31$4,311,223
Total loss/gain on sale of assets2012-05-31$7,236
Total of all expenses incurred2012-05-31$4,045,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$3,632,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$4,388,364
Value of total assets at end of year2012-05-31$1,416,063
Value of total assets at beginning of year2012-05-31$1,165,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$412,569
Total interest from all sources2012-05-31$4,281
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$16,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$7,149
Assets. Real estate other than employer real property at end of year2012-05-31$196,593
Assets. Real estate other than employer real property at beginning of year2012-05-31$219,171
Administrative expenses professional fees incurred2012-05-31$77,408
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$250,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$551,767
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$4,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$136,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$23,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$14,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$68,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$76,726
Other income not declared elsewhere2012-05-31$20,695
Administrative expenses (other) incurred2012-05-31$331,492
Liabilities. Value of operating payables at end of year2012-05-31$10,351
Liabilities. Value of operating payables at beginning of year2012-05-31$17,404
Total non interest bearing cash at end of year2012-05-31$236,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$266,031
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,337,443
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,071,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Assets. partnership/joint venture interests at end of year2012-05-31$8,485
Assets. partnership/joint venture interests at beginning of year2012-05-31$106,610
Investment advisory and management fees2012-05-31$3,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$166,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$157,301
Income. Interest from US Government securities2012-05-31$4,101
Income. Interest from corporate debt instruments2012-05-31$172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$38,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$78,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$78,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$1,547,299
Asset value of US Government securities at end of year2012-05-31$190,634
Asset value of US Government securities at beginning of year2012-05-31$147,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$3,832,453
Employer contributions (assets) at end of year2012-05-31$488,845
Employer contributions (assets) at beginning of year2012-05-31$363,970
Income. Dividends from common stock2012-05-31$8,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,949,134
Asset. Corporate debt instrument preferred debt at end of year2012-05-31$3,997
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$7,310
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$6,133
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$55,346
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$71,997
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$182,819
Aggregate carrying amount (costs) on sale of assets2012-05-31$175,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2012-05-31161462141
2011 : LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$-29,752
Total unrealized appreciation/depreciation of assets2011-05-31$-29,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$94,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$43,648
Total income from all sources (including contributions)2011-05-31$4,402,753
Total loss/gain on sale of assets2011-05-31$37,600
Total of all expenses incurred2011-05-31$4,376,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$3,949,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$3,902,953
Value of total assets at end of year2011-05-31$1,165,542
Value of total assets at beginning of year2011-05-31$1,088,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$427,444
Total interest from all sources2011-05-31$980
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$17,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$10,937
Assets. Real estate other than employer real property at end of year2011-05-31$219,171
Assets. Real estate other than employer real property at beginning of year2011-05-31$211,653
Administrative expenses professional fees incurred2011-05-31$75,830
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$5,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$462,827
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$41,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-05-31$145,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$14,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$50,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$76,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$5,969
Other income not declared elsewhere2011-05-31$434,026
Administrative expenses (other) incurred2011-05-31$346,726
Liabilities. Value of operating payables at end of year2011-05-31$17,404
Liabilities. Value of operating payables at beginning of year2011-05-31$37,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$26,176
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,071,412
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,045,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Assets. partnership/joint venture interests at end of year2011-05-31$106,610
Assets. partnership/joint venture interests at beginning of year2011-05-31$106,336
Investment advisory and management fees2011-05-31$4,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$157,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$597,145
Income. Interest from US Government securities2011-05-31$609
Income. Interest from corporate debt instruments2011-05-31$47
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$78,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$39,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$39,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$324
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$1,539,329
Asset value of US Government securities at end of year2011-05-31$147,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$39,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$3,398,912
Employer contributions (assets) at end of year2011-05-31$363,970
Income. Dividends from common stock2011-05-31$6,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$2,264,574
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$6,133
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$71,997
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$83,651
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$892,984
Aggregate carrying amount (costs) on sale of assets2011-05-31$855,384
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2011-05-31161462141

Form 5500 Responses for LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY

2021: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: LABORERS' LOCAL UNION NO. 91 WELFARE FUND OF NIAGARA FALLS, NY 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered75
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $22,559
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,559
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered125
Insurance policy start date2021-06-01
Insurance policy end date2022-06-01
Total amount of commissions paid to insurance brokerUSD $2,854
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,854
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered125
Insurance policy start date2021-06-01
Insurance policy end date2022-06-01
Total amount of commissions paid to insurance brokerUSD $320
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $320
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $540
Welfare Benefit Premiums Paid to CarrierUSD $15,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $540
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered23
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5731543
Policy instance 5
Insurance contract or identification number5731543
Number of Individuals Covered85
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $1,685
Total amount of fees paid to insurance companyUSD $578
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,685
Amount paid for insurance broker fees57
Additional information about fees paid to insurance brokerBASE COMMISSIONS NON-MONETARY COMPENSATION
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,845
Welfare Benefit Premiums Paid to CarrierUSD $61,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,845
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,632
Welfare Benefit Premiums Paid to CarrierUSD $157,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,632
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $780
Welfare Benefit Premiums Paid to CarrierUSD $28,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $780
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered132
Insurance policy start date2020-06-01
Insurance policy end date2021-06-01
Total amount of commissions paid to insurance brokerUSD $3,109
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,109
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered75
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $22,742
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,742
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered132
Insurance policy start date2020-06-01
Insurance policy end date2021-06-01
Total amount of commissions paid to insurance brokerUSD $348
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $348
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered33
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,980
Welfare Benefit Premiums Paid to CarrierUSD $77,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,980
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $765
Welfare Benefit Premiums Paid to CarrierUSD $22,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $765
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,673
Welfare Benefit Premiums Paid to CarrierUSD $180,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,673
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $540
Welfare Benefit Premiums Paid to CarrierUSD $14,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $540
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5731543
Policy instance 5
Insurance contract or identification number5731543
Number of Individuals Covered106
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $1,617
Total amount of fees paid to insurance companyUSD $506
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,617
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerBASE COMMISSIONS NON-MONETARY COMPENSATION
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,020
Welfare Benefit Premiums Paid to CarrierUSD $29,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $945
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered146
Insurance policy start date2019-06-01
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $3,340
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,340
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered110
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $25,647
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,100
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered31
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,022
Welfare Benefit Premiums Paid to CarrierUSD $74,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,857
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,550
Welfare Benefit Premiums Paid to CarrierUSD $182,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,140
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $765
Welfare Benefit Premiums Paid to CarrierUSD $17,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $705
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5731543
Policy instance 5
Insurance contract or identification number5731543
Number of Individuals Covered133
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $1,915
Total amount of fees paid to insurance companyUSD $212
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,256
Additional information about fees paid to insurance brokerBASE COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees41
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Insurance policy start date2019-06-01
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $374
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $374
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered112
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,447
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,447
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $648
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $19,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $648
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $945
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $35,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $945
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,169
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $224,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,169
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,921
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $91,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,921
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered131
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $1,811
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,811
Additional information about fees paid to insurance brokerBASE COMMISSIONS
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Insurance policy start date2018-06-01
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $403
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $403
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered154
Insurance policy start date2018-06-01
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $3,600
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,600
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered43
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,119
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $109,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered166
Insurance policy start date2017-06-01
Insurance policy end date2018-06-01
Total amount of commissions paid to insurance brokerUSD $3,472
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered166
Insurance policy start date2017-06-01
Insurance policy end date2018-06-01
Total amount of commissions paid to insurance brokerUSD $423
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered113
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered149
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,725
Total amount of fees paid to insurance companyUSD $30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,327
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $230,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,305
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $33,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $880
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $16,581
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered45
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $8,123
Welfare Benefit Premiums Paid to CarrierUSD $247,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,123
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered4
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $760
Welfare Benefit Premiums Paid to CarrierUSD $12,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $760
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered18
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $3,142
Welfare Benefit Premiums Paid to CarrierUSD $105,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,142
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered196
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $2,261
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,261
Additional information about fees paid to insurance brokerBASE COMMISSIONS
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered42
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered164
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $30,901
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,901
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered196
Insurance policy start date2015-06-01
Insurance policy end date2016-06-01
Total amount of commissions paid to insurance brokerUSD $506
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $506
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered196
Insurance policy start date2015-06-01
Insurance policy end date2016-06-01
Total amount of commissions paid to insurance brokerUSD $3,614
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,614
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered8
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $1,440
Welfare Benefit Premiums Paid to CarrierUSD $35,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,440
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered202
Insurance policy start date2014-06-01
Insurance policy end date2015-06-01
Total amount of commissions paid to insurance brokerUSD $3,560
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,560
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered54
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $9,277
Welfare Benefit Premiums Paid to CarrierUSD $230,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,277
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered202
Insurance policy start date2014-06-01
Insurance policy end date2015-06-01
Total amount of commissions paid to insurance brokerUSD $498
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $498
Additional information about fees paid to insurance brokerAGENT/BROKER OF RECORD
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered169
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $30,938
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,938
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00418350
Policy instance 9
Insurance contract or identification number00418350
Number of Individuals Covered4
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $540
Welfare Benefit Premiums Paid to CarrierUSD $5,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $540
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered19
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,120
Welfare Benefit Premiums Paid to CarrierUSD $83,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,120
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered8
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $1,500
Welfare Benefit Premiums Paid to CarrierUSD $30,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,500
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered209
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $2,376
Total amount of fees paid to insurance companyUSD $241
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,376
Amount paid for insurance broker fees241
Additional information about fees paid to insurance brokerBASE COMMISSIONS SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered52
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered200
Insurance policy start date2013-06-01
Insurance policy end date2014-06-01
Total amount of commissions paid to insurance brokerUSD $3,307
Total amount of fees paid to insurance companyUSD $821
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,307
Amount paid for insurance broker fees821
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered11
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,154
Welfare Benefit Premiums Paid to CarrierUSD $30,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,154
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered57
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $8,198
Welfare Benefit Premiums Paid to CarrierUSD $172,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,198
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered44
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered18
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $3,465
Welfare Benefit Premiums Paid to CarrierUSD $70,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,465
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered217
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,404
Total amount of fees paid to insurance companyUSD $626
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,404
Amount paid for insurance broker fees626
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered185
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $30,966
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,966
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Insurance policy start date2013-06-01
Insurance policy end date2014-06-01
Total amount of commissions paid to insurance brokerUSD $512
Total amount of fees paid to insurance companyUSD $127
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $512
Amount paid for insurance broker fees127
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered207
Insurance policy start date2012-06-01
Insurance policy end date2013-06-01
Total amount of commissions paid to insurance brokerUSD $543
Total amount of fees paid to insurance companyUSD $129
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $543
Amount paid for insurance broker fees129
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered12
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,346
Welfare Benefit Premiums Paid to CarrierUSD $26,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,346
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered46
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $8,586
Welfare Benefit Premiums Paid to CarrierUSD $148,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,586
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered19
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $3,115
Welfare Benefit Premiums Paid to CarrierUSD $63,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,115
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS, INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered21
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered217
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,539
Total amount of fees paid to insurance companyUSD $310
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,539
Amount paid for insurance broker fees310
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS INC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered209
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $31,789
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,789
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT CONCEPTS
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered207
Insurance policy start date2012-06-01
Insurance policy end date2013-06-01
Total amount of commissions paid to insurance brokerUSD $3,510
Total amount of fees paid to insurance companyUSD $782
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,510
Amount paid for insurance broker fees782
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker namePAUL ROBILLARD & ASSOCIATES INC
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered229
Insurance policy start date2011-06-01
Insurance policy end date2012-06-01
Total amount of commissions paid to insurance brokerUSD $3,358
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered14
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $1,817
Welfare Benefit Premiums Paid to CarrierUSD $33,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered47
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $6,091
Welfare Benefit Premiums Paid to CarrierUSD $147,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered274
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,895
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered17
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,220
Welfare Benefit Premiums Paid to CarrierUSD $56,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered19
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered287
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $32,411
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered229
Insurance policy start date2011-06-01
Insurance policy end date2012-06-01
Total amount of commissions paid to insurance brokerUSD $588
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $5,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000AAPF
Policy instance 1
Insurance contract or identification numberG000AAPF
Number of Individuals Covered239
Insurance policy start date2010-06-01
Insurance policy end date2011-06-01
Total amount of commissions paid to insurance brokerUSD $3,529
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00409745
Policy instance 8
Insurance contract or identification number00409745
Number of Individuals Covered17
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Welfare Benefit Premiums Paid to CarrierUSD $34,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407374
Policy instance 7
Insurance contract or identification number00407374
Number of Individuals Covered51
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Welfare Benefit Premiums Paid to CarrierUSD $140,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407497
Policy instance 6
Insurance contract or identification number00407497
Number of Individuals Covered19
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Welfare Benefit Premiums Paid to CarrierUSD $56,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05731543
Policy instance 5
Insurance contract or identification numberTM05731543
Number of Individuals Covered283
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,534
Total amount of fees paid to insurance companyUSD $17
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00407703
Policy instance 4
Insurance contract or identification number00407703
Number of Individuals Covered28
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AAPF
Policy instance 2
Insurance contract or identification numberG000AAPF
Number of Individuals Covered239
Insurance policy start date2010-06-01
Insurance policy end date2011-06-01
Total amount of commissions paid to insurance brokerUSD $617
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $6,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00313591
Policy instance 3
Insurance contract or identification number00313591
Number of Individuals Covered292
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $30,965
Other welfare benefits providedPOS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1