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PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 401k Plan overview

Plan NamePLUMBERS LOCAL UNION NO. 690 HEALTH PLAN
Plan identification number 501

PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

BOARD OF TRUSTEES OF PLUMBERS LU 690 HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF PLUMBERS LU 690 HEALTH PLAN
Employer identification number (EIN):231512313
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012018-01-01
5012018-01-01
5012017-01-01THOMAS J. MCNULTY
5012016-01-01THOMAS J. MCNULTY
5012015-01-01THOMAS J. MCNULTY
5012014-01-01THOMAS J. MCNULTY
5012013-01-01THOMAS J. MCNULTY
5012012-01-01THOMAS J. MCNULTY
5012011-01-01THOMAS J. MCNULTY
5012010-01-01THOMAS J. MCNULTY
5012009-01-01THOMAS J. MCNULTY
5012009-01-01THOMAS J. MCNULTY

Plan Statistics for PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN

401k plan membership statisitcs for PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN

Measure Date Value
2023: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,498
Total number of active participants reported on line 7a of the Form 55002023-01-01941
Number of retired or separated participants receiving benefits2023-01-01129
Number of other retired or separated participants entitled to future benefits2023-01-01453
Total of all active and inactive participants2023-01-011,523
Number of employers contributing to the scheme2023-01-01117
2022: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,498
Total number of active participants reported on line 7a of the Form 55002022-01-01931
Number of retired or separated participants receiving benefits2022-01-01113
Number of other retired or separated participants entitled to future benefits2022-01-01454
Total of all active and inactive participants2022-01-011,498
Number of employers contributing to the scheme2022-01-01125
2021: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,505
Total number of active participants reported on line 7a of the Form 55002021-01-01952
Number of retired or separated participants receiving benefits2021-01-01106
Number of other retired or separated participants entitled to future benefits2021-01-01447
Total of all active and inactive participants2021-01-011,505
Number of employers contributing to the scheme2021-01-01122
2020: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,510
Total number of active participants reported on line 7a of the Form 55002020-01-01963
Number of retired or separated participants receiving benefits2020-01-01106
Number of other retired or separated participants entitled to future benefits2020-01-01441
Total of all active and inactive participants2020-01-011,510
Number of employers contributing to the scheme2020-01-01120
2019: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,529
Total number of active participants reported on line 7a of the Form 55002019-01-01953
Number of retired or separated participants receiving benefits2019-01-01113
Number of other retired or separated participants entitled to future benefits2019-01-01463
Total of all active and inactive participants2019-01-011,529
Number of employers contributing to the scheme2019-01-01115
2018: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,496
Total number of active participants reported on line 7a of the Form 55002018-01-01939
Number of retired or separated participants receiving benefits2018-01-01121
Number of other retired or separated participants entitled to future benefits2018-01-01437
Total of all active and inactive participants2018-01-011,497
Number of employers contributing to the scheme2018-01-01111
2017: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,463
Total number of active participants reported on line 7a of the Form 55002017-01-01913
Number of retired or separated participants receiving benefits2017-01-01130
Number of other retired or separated participants entitled to future benefits2017-01-01453
Total of all active and inactive participants2017-01-011,496
Number of employers contributing to the scheme2017-01-01122
2016: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,442
Total number of active participants reported on line 7a of the Form 55002016-01-01874
Number of retired or separated participants receiving benefits2016-01-01124
Number of other retired or separated participants entitled to future benefits2016-01-01465
Total of all active and inactive participants2016-01-011,463
Number of employers contributing to the scheme2016-01-01120
2015: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,442
Total number of active participants reported on line 7a of the Form 55002015-01-01851
Number of retired or separated participants receiving benefits2015-01-01124
Number of other retired or separated participants entitled to future benefits2015-01-01467
Total of all active and inactive participants2015-01-011,442
Number of employers contributing to the scheme2015-01-01113
2014: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,447
Total number of active participants reported on line 7a of the Form 55002014-01-01843
Number of retired or separated participants receiving benefits2014-01-01132
Number of other retired or separated participants entitled to future benefits2014-01-01467
Total of all active and inactive participants2014-01-011,442
Number of employers contributing to the scheme2014-01-01101
2013: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,472
Total number of active participants reported on line 7a of the Form 55002013-01-01830
Number of retired or separated participants receiving benefits2013-01-01138
Number of other retired or separated participants entitled to future benefits2013-01-01479
Total of all active and inactive participants2013-01-011,447
Number of employers contributing to the scheme2013-01-01105
2012: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,534
Total number of active participants reported on line 7a of the Form 55002012-01-01832
Number of retired or separated participants receiving benefits2012-01-01148
Number of other retired or separated participants entitled to future benefits2012-01-01492
Total of all active and inactive participants2012-01-011,472
Number of employers contributing to the scheme2012-01-01113
2011: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,621
Total number of active participants reported on line 7a of the Form 55002011-01-01888
Number of retired or separated participants receiving benefits2011-01-01158
Number of other retired or separated participants entitled to future benefits2011-01-01488
Total of all active and inactive participants2011-01-011,534
Number of employers contributing to the scheme2011-01-01112
2010: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,686
Total number of active participants reported on line 7a of the Form 55002010-01-01970
Number of retired or separated participants receiving benefits2010-01-01160
Number of other retired or separated participants entitled to future benefits2010-01-01491
Total of all active and inactive participants2010-01-011,621
Number of employers contributing to the scheme2010-01-01120
2009: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,733
Total number of active participants reported on line 7a of the Form 55002009-01-011,044
Number of retired or separated participants receiving benefits2009-01-01154
Number of other retired or separated participants entitled to future benefits2009-01-01488
Total of all active and inactive participants2009-01-011,686
Number of employers contributing to the scheme2009-01-01125

Financial Data on PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN

Measure Date Value
2023 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$37,544
Total unrealized appreciation/depreciation of assets2023-12-31$37,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,485,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,962,636
Total income from all sources (including contributions)2023-12-31$33,325,719
Total loss/gain on sale of assets2023-12-31$67,381
Total of all expenses incurred2023-12-31$29,126,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$26,812,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$27,928,432
Value of total assets at end of year2023-12-31$63,953,254
Value of total assets at beginning of year2023-12-31$59,231,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,313,784
Total interest from all sources2023-12-31$2,120,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,345,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,402,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,382,438
Other income not declared elsewhere2023-12-31$1,264,505
Administrative expenses (other) incurred2023-12-31$1,306,355
Liabilities. Value of operating payables at end of year2023-12-31$245,067
Liabilities. Value of operating payables at beginning of year2023-12-31$310,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,199,009
Value of net assets at end of year (total assets less liabilities)2023-12-31$59,468,223
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$55,269,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$10,234,103
Assets. partnership/joint venture interests at beginning of year2023-12-31$10,716,172
Investment advisory and management fees2023-12-31$296,208
Interest earned on other investments2023-12-31$687,295
Income. Interest from US Government securities2023-12-31$192,956
Income. Interest from corporate debt instruments2023-12-31$1,165,246
Value of interest in common/collective trusts at end of year2023-12-31$8,307,370
Value of interest in common/collective trusts at beginning of year2023-12-31$7,649,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,748,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,029,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,029,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$74,847
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,175,187
Asset value of US Government securities at end of year2023-12-31$10,657,660
Asset value of US Government securities at beginning of year2023-12-31$8,713,313
Net investment gain or loss from common/collective trusts2023-12-31$1,907,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$26,582,596
Employer contributions (assets) at end of year2023-12-31$3,030,461
Employer contributions (assets) at beginning of year2023-12-31$2,936,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$25,637,739
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$5,237,946
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$3,052,115
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$22,334,976
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$18,565,502
Liabilities. Value of benefit claims payable at end of year2023-12-31$4,239,964
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$3,652,216
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$186,800
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$20,510,615
Aggregate carrying amount (costs) on sale of assets2023-12-31$20,443,234
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2023-12-31232586736
2022 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,683,906
Total unrealized appreciation/depreciation of assets2022-12-31$-2,683,906
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,962,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,177,871
Total income from all sources (including contributions)2022-12-31$25,140,102
Total loss/gain on sale of assets2022-12-31$-145,568
Total of all expenses incurred2022-12-31$24,376,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,309,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,575,131
Value of total assets at end of year2022-12-31$59,231,850
Value of total assets at beginning of year2022-12-31$58,683,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,067,156
Total interest from all sources2022-12-31$1,707,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$214,923
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,375,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,382,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$631,541
Other income not declared elsewhere2022-12-31$1,379,786
Administrative expenses (other) incurred2022-12-31$1,573,472
Liabilities. Value of operating payables at end of year2022-12-31$310,420
Liabilities. Value of operating payables at beginning of year2022-12-31$256,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$763,890
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,269,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,505,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$10,716,172
Assets. partnership/joint venture interests at beginning of year2022-12-31$9,887,668
Investment advisory and management fees2022-12-31$278,761
Interest earned on other investments2022-12-31$524,343
Income. Interest from US Government securities2022-12-31$125,222
Income. Interest from corporate debt instruments2022-12-31$1,037,765
Value of interest in common/collective trusts at end of year2022-12-31$7,649,856
Value of interest in common/collective trusts at beginning of year2022-12-31$9,342,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,029,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,191,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,191,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,793
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,235,584
Asset value of US Government securities at end of year2022-12-31$8,713,313
Asset value of US Government securities at beginning of year2022-12-31$7,501,564
Net investment gain or loss from common/collective trusts2022-12-31$-1,692,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$25,199,543
Employer contributions (assets) at end of year2022-12-31$2,936,535
Employer contributions (assets) at beginning of year2022-12-31$2,605,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,073,472
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$3,052,115
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$4,602,833
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$18,565,502
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$18,793,100
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,652,216
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,921,698
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$186,800
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$127,168
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$15,634,678
Aggregate carrying amount (costs) on sale of assets2022-12-31$15,780,246
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2022-12-31232586736
2021 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-322,486
Total unrealized appreciation/depreciation of assets2021-12-31$-322,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,177,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,406,190
Total income from all sources (including contributions)2021-12-31$29,048,009
Total loss/gain on sale of assets2021-12-31$-236,929
Total of all expenses incurred2021-12-31$26,652,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,777,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,771,645
Value of total assets at end of year2021-12-31$58,683,195
Value of total assets at beginning of year2021-12-31$55,516,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,875,088
Total interest from all sources2021-12-31$1,462,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$200,819
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,458,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$631,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$608,684
Other income not declared elsewhere2021-12-31$1,006,956
Administrative expenses (other) incurred2021-12-31$1,398,827
Liabilities. Value of operating payables at end of year2021-12-31$256,173
Liabilities. Value of operating payables at beginning of year2021-12-31$184,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,395,326
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,505,324
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,109,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$9,887,668
Assets. partnership/joint venture interests at beginning of year2021-12-31$7,902,173
Investment advisory and management fees2021-12-31$275,442
Interest earned on other investments2021-12-31$440,701
Income. Interest from US Government securities2021-12-31$155,208
Income. Interest from corporate debt instruments2021-12-31$866,145
Value of interest in common/collective trusts at end of year2021-12-31$9,342,320
Value of interest in common/collective trusts at beginning of year2021-12-31$8,356,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,191,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,923,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,923,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$421
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,525,413
Asset value of US Government securities at end of year2021-12-31$7,501,564
Asset value of US Government securities at beginning of year2021-12-31$12,531,019
Net investment gain or loss from common/collective trusts2021-12-31$2,366,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,313,583
Employer contributions (assets) at end of year2021-12-31$2,605,531
Employer contributions (assets) at beginning of year2021-12-31$2,333,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,252,182
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$4,602,833
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$5,135,022
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$18,793,100
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$13,720,247
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,921,698
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,221,200
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$127,168
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$5,160
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$37,628,585
Aggregate carrying amount (costs) on sale of assets2021-12-31$37,865,514
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2021-12-31232586736
2020 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,039,640
Total unrealized appreciation/depreciation of assets2020-12-31$1,039,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,406,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,746,943
Total income from all sources (including contributions)2020-12-31$27,045,033
Total loss/gain on sale of assets2020-12-31$-21,335
Total of all expenses incurred2020-12-31$22,281,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,442,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,784,788
Value of total assets at end of year2020-12-31$55,516,188
Value of total assets at beginning of year2020-12-31$51,093,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,839,214
Total interest from all sources2020-12-31$1,293,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$195,059
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,319,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$608,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$620,443
Other income not declared elsewhere2020-12-31$655,869
Administrative expenses (other) incurred2020-12-31$1,411,193
Liabilities. Value of operating payables at end of year2020-12-31$184,990
Liabilities. Value of operating payables at beginning of year2020-12-31$239,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,763,122
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,109,998
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,346,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$7,902,173
Assets. partnership/joint venture interests at beginning of year2020-12-31$5,755,186
Investment advisory and management fees2020-12-31$232,962
Interest earned on other investments2020-12-31$285,611
Income. Interest from US Government securities2020-12-31$227,869
Income. Interest from corporate debt instruments2020-12-31$775,931
Value of interest in common/collective trusts at end of year2020-12-31$8,356,869
Value of interest in common/collective trusts at beginning of year2020-12-31$6,872,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,923,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,924,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,924,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,427
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,482,965
Asset value of US Government securities at end of year2020-12-31$12,531,019
Asset value of US Government securities at beginning of year2020-12-31$9,803,384
Net investment gain or loss from common/collective trusts2020-12-31$1,292,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,465,449
Employer contributions (assets) at end of year2020-12-31$2,333,276
Employer contributions (assets) at beginning of year2020-12-31$2,863,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,959,732
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$5,135,022
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$5,346,238
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$13,720,247
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$12,892,357
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,221,200
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,507,448
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$5,160
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$15,481
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$24,594,351
Aggregate carrying amount (costs) on sale of assets2020-12-31$24,615,686
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2020-12-31232586736
2019 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,609,380
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,609,380
Total unrealized appreciation/depreciation of assets2019-12-31$2,609,380
Total unrealized appreciation/depreciation of assets2019-12-31$2,609,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,746,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,746,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,915,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,915,590
Total income from all sources (including contributions)2019-12-31$32,087,815
Total income from all sources (including contributions)2019-12-31$32,087,815
Total loss/gain on sale of assets2019-12-31$20,360
Total loss/gain on sale of assets2019-12-31$20,360
Total of all expenses incurred2019-12-31$23,911,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,928,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,928,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,424,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,424,497
Value of total assets at end of year2019-12-31$51,093,819
Value of total assets at end of year2019-12-31$51,093,819
Value of total assets at beginning of year2019-12-31$43,086,002
Value of total assets at beginning of year2019-12-31$43,086,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,982,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,982,850
Total interest from all sources2019-12-31$1,279,926
Total interest from all sources2019-12-31$1,279,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$207,056
Administrative expenses professional fees incurred2019-12-31$207,056
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,313,552
Contributions received from participants2019-12-31$1,313,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$620,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$620,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,085,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,085,184
Other income not declared elsewhere2019-12-31$753,652
Other income not declared elsewhere2019-12-31$753,652
Administrative expenses (other) incurred2019-12-31$1,588,738
Administrative expenses (other) incurred2019-12-31$1,588,738
Liabilities. Value of operating payables at end of year2019-12-31$239,495
Liabilities. Value of operating payables at end of year2019-12-31$239,495
Liabilities. Value of operating payables at beginning of year2019-12-31$216,429
Liabilities. Value of operating payables at beginning of year2019-12-31$216,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,176,464
Value of net income/loss2019-12-31$8,176,464
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,346,876
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,346,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,170,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,170,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$5,755,186
Assets. partnership/joint venture interests at end of year2019-12-31$5,755,186
Assets. partnership/joint venture interests at beginning of year2019-12-31$5,197,641
Assets. partnership/joint venture interests at beginning of year2019-12-31$5,197,641
Investment advisory and management fees2019-12-31$187,056
Investment advisory and management fees2019-12-31$187,056
Interest earned on other investments2019-12-31$306,713
Interest earned on other investments2019-12-31$306,713
Income. Interest from US Government securities2019-12-31$202,321
Income. Interest from US Government securities2019-12-31$202,321
Income. Interest from corporate debt instruments2019-12-31$734,410
Income. Interest from corporate debt instruments2019-12-31$734,410
Value of interest in common/collective trusts at end of year2019-12-31$6,872,294
Value of interest in common/collective trusts at end of year2019-12-31$6,872,294
Value of interest in common/collective trusts at beginning of year2019-12-31$5,135,288
Value of interest in common/collective trusts at beginning of year2019-12-31$5,135,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,924,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,924,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,855,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,855,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,855,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,855,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$36,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$36,482
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,240,533
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,240,533
Asset value of US Government securities at end of year2019-12-31$9,803,384
Asset value of US Government securities at end of year2019-12-31$9,803,384
Asset value of US Government securities at beginning of year2019-12-31$7,301,809
Asset value of US Government securities at beginning of year2019-12-31$7,301,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,110,945
Contributions received in cash from employer2019-12-31$26,110,945
Employer contributions (assets) at end of year2019-12-31$2,863,852
Employer contributions (assets) at end of year2019-12-31$2,863,852
Employer contributions (assets) at beginning of year2019-12-31$2,908,719
Employer contributions (assets) at beginning of year2019-12-31$2,908,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,687,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,687,968
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,346,238
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,346,238
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$4,637,243
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$4,637,243
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,892,357
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,892,357
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,939,246
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,939,246
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,507,448
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,507,448
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,699,161
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,699,161
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$15,481
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$15,481
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$25,802
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$25,802
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$21,551,879
Aggregate proceeds on sale of assets2019-12-31$21,551,879
Aggregate carrying amount (costs) on sale of assets2019-12-31$21,531,519
Aggregate carrying amount (costs) on sale of assets2019-12-31$21,531,519
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2019-12-31232586736
Accountancy firm EIN2019-12-31232586736
2018 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-478,079
Total unrealized appreciation/depreciation of assets2018-12-31$-478,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,915,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,493,796
Total income from all sources (including contributions)2018-12-31$27,222,042
Total loss/gain on sale of assets2018-12-31$-54,363
Total of all expenses incurred2018-12-31$24,122,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,302,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,012,012
Value of total assets at end of year2018-12-31$42,577,362
Value of total assets at beginning of year2018-12-31$39,056,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,820,844
Total interest from all sources2018-12-31$1,157,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$194,931
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,380,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,085,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$632,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,075
Other income not declared elsewhere2018-12-31$831,908
Administrative expenses (other) incurred2018-12-31$1,524,285
Liabilities. Value of operating payables at end of year2018-12-31$216,429
Liabilities. Value of operating payables at beginning of year2018-12-31$276,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,099,183
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,661,772
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,562,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$5,197,641
Assets. partnership/joint venture interests at beginning of year2018-12-31$4,733,694
Investment advisory and management fees2018-12-31$101,628
Interest earned on other investments2018-12-31$286,935
Income. Interest from US Government securities2018-12-31$157,902
Income. Interest from corporate debt instruments2018-12-31$680,064
Value of interest in common/collective trusts at end of year2018-12-31$5,135,288
Value of interest in common/collective trusts at beginning of year2018-12-31$5,372,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,855,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,713,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,713,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32,955
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$966,305
Asset value of US Government securities at end of year2018-12-31$7,301,809
Asset value of US Government securities at beginning of year2018-12-31$6,843,649
Net investment gain or loss from common/collective trusts2018-12-31$-247,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,631,772
Employer contributions (assets) at end of year2018-12-31$2,400,079
Employer contributions (assets) at beginning of year2018-12-31$2,877,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,335,710
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$4,637,243
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$5,487,857
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,939,246
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$9,356,539
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,699,161
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,212,473
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$25,802
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$38,487
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,069,091
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,123,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2018-12-31232586736
2017 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-21,185
Total unrealized appreciation/depreciation of assets2017-12-31$-21,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,493,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,317,485
Total income from all sources (including contributions)2017-12-31$27,198,287
Total loss/gain on sale of assets2017-12-31$-51,197
Total of all expenses incurred2017-12-31$21,817,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,925,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,671,114
Value of total assets at end of year2017-12-31$39,056,385
Value of total assets at beginning of year2017-12-31$33,498,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,891,331
Total interest from all sources2017-12-31$971,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$171,055
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,341,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$632,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$491,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,075
Other income not declared elsewhere2017-12-31$658,358
Administrative expenses (other) incurred2017-12-31$1,567,059
Liabilities. Value of operating payables at end of year2017-12-31$276,248
Liabilities. Value of operating payables at beginning of year2017-12-31$221,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,381,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,562,589
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,181,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$4,733,694
Assets. partnership/joint venture interests at beginning of year2017-12-31$2,976,023
Investment advisory and management fees2017-12-31$153,217
Interest earned on other investments2017-12-31$207,993
Income. Interest from US Government securities2017-12-31$159,054
Income. Interest from corporate debt instruments2017-12-31$593,623
Value of interest in common/collective trusts at end of year2017-12-31$5,372,169
Value of interest in common/collective trusts at beginning of year2017-12-31$4,695,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,713,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,142,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,142,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,923
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$923,918
Asset value of US Government securities at end of year2017-12-31$6,843,649
Asset value of US Government securities at beginning of year2017-12-31$7,188,209
Net investment gain or loss from common/collective trusts2017-12-31$969,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$23,329,726
Employer contributions (assets) at end of year2017-12-31$2,877,515
Employer contributions (assets) at beginning of year2017-12-31$2,766,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,001,785
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$5,487,857
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$3,984,542
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$9,356,539
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$8,203,189
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,212,473
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,096,278
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$38,487
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$51,172
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$15,537,779
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,588,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2017-12-31232586736
2016 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$64,666
Total unrealized appreciation/depreciation of assets2016-12-31$64,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,317,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,278,431
Total income from all sources (including contributions)2016-12-31$26,188,554
Total loss/gain on sale of assets2016-12-31$18,241
Total of all expenses incurred2016-12-31$22,378,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,574,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,952,613
Value of total assets at end of year2016-12-31$33,498,821
Value of total assets at beginning of year2016-12-31$29,649,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,803,936
Total interest from all sources2016-12-31$907,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$151,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,331,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$491,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$221,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$20,890
Other income not declared elsewhere2016-12-31$755,022
Administrative expenses (other) incurred2016-12-31$1,529,438
Liabilities. Value of operating payables at end of year2016-12-31$221,207
Liabilities. Value of operating payables at beginning of year2016-12-31$279,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,809,957
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,181,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,371,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$2,976,023
Assets. partnership/joint venture interests at beginning of year2016-12-31$2,230,021
Investment advisory and management fees2016-12-31$123,008
Interest earned on other investments2016-12-31$146,105
Income. Interest from US Government securities2016-12-31$135,799
Income. Interest from corporate debt instruments2016-12-31$623,269
Value of interest in common/collective trusts at end of year2016-12-31$4,695,564
Value of interest in common/collective trusts at beginning of year2016-12-31$4,775,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,142,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,514,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,514,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,903
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,165,293
Asset value of US Government securities at end of year2016-12-31$7,188,209
Asset value of US Government securities at beginning of year2016-12-31$4,840,481
Net investment gain or loss from common/collective trusts2016-12-31$490,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,620,954
Employer contributions (assets) at end of year2016-12-31$2,766,517
Employer contributions (assets) at beginning of year2016-12-31$2,612,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,409,368
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$3,984,542
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$4,811,645
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$8,203,189
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,636,374
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,096,278
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,978,314
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$51,172
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$7,100
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,640,103
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,621,862
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2016-12-31232586736
2015 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-396,366
Total unrealized appreciation/depreciation of assets2015-12-31$-396,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,278,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,791,706
Total income from all sources (including contributions)2015-12-31$22,559,652
Total loss/gain on sale of assets2015-12-31$-90,947
Total of all expenses incurred2015-12-31$22,526,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,712,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,700,806
Value of total assets at end of year2015-12-31$29,649,810
Value of total assets at beginning of year2015-12-31$29,129,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,813,601
Total interest from all sources2015-12-31$894,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$144,618
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,310,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$221,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$243,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$20,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$25,200
Other income not declared elsewhere2015-12-31$386,541
Administrative expenses (other) incurred2015-12-31$1,566,067
Liabilities. Value of operating payables at end of year2015-12-31$279,227
Liabilities. Value of operating payables at beginning of year2015-12-31$338,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$33,143
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,371,379
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,338,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$2,230,021
Assets. partnership/joint venture interests at beginning of year2015-12-31$2,027,835
Investment advisory and management fees2015-12-31$102,916
Interest earned on other investments2015-12-31$103,218
Income. Interest from US Government securities2015-12-31$166,344
Income. Interest from corporate debt instruments2015-12-31$624,951
Value of interest in common/collective trusts at end of year2015-12-31$4,775,630
Value of interest in common/collective trusts at beginning of year2015-12-31$4,710,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,514,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,076,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,076,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$164
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,132,096
Asset value of US Government securities at end of year2015-12-31$4,840,481
Asset value of US Government securities at beginning of year2015-12-31$4,830,852
Net investment gain or loss from common/collective trusts2015-12-31$64,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$20,389,821
Employer contributions (assets) at end of year2015-12-31$2,612,342
Employer contributions (assets) at beginning of year2015-12-31$2,062,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,580,812
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$4,811,645
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$4,516,685
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,636,374
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,652,012
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,978,314
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,428,061
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$7,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$9,466
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$13,888,165
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,979,112
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2015-12-31232586736
2014 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-297,917
Total unrealized appreciation/depreciation of assets2014-12-31$-297,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,791,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$562,139
Total income from all sources (including contributions)2014-12-31$20,824,659
Total loss/gain on sale of assets2014-12-31$-59,816
Total of all expenses incurred2014-12-31$20,619,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,856,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,344,270
Value of total assets at end of year2014-12-31$29,129,942
Value of total assets at beginning of year2014-12-31$26,695,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,763,135
Total interest from all sources2014-12-31$830,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$148,016
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,235,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$243,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$217,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$25,200
Other income not declared elsewhere2014-12-31$441,122
Administrative expenses (other) incurred2014-12-31$1,528,070
Liabilities. Value of operating payables at end of year2014-12-31$338,445
Liabilities. Value of operating payables at beginning of year2014-12-31$317,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$205,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,338,236
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,132,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$2,027,835
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$87,049
Income. Interest from US Government securities2014-12-31$156,567
Income. Interest from corporate debt instruments2014-12-31$673,700
Value of interest in common/collective trusts at end of year2014-12-31$4,710,687
Value of interest in common/collective trusts at beginning of year2014-12-31$4,143,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,076,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,670,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,670,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$45
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,680,189
Asset value of US Government securities at end of year2014-12-31$4,830,852
Asset value of US Government securities at beginning of year2014-12-31$5,794,132
Net investment gain or loss from common/collective trusts2014-12-31$566,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,109,145
Employer contributions (assets) at end of year2014-12-31$2,062,332
Employer contributions (assets) at beginning of year2014-12-31$1,947,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,176,064
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$4,516,685
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$4,380,191
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,652,012
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$7,529,278
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,428,061
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$244,484
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$9,466
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$11,832
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$19,922,462
Aggregate carrying amount (costs) on sale of assets2014-12-31$19,982,278
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2014-12-31232586736
2013 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$466,164
Total unrealized appreciation/depreciation of assets2013-12-31$466,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$562,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$638,329
Total income from all sources (including contributions)2013-12-31$21,114,608
Total loss/gain on sale of assets2013-12-31$-109,892
Total of all expenses incurred2013-12-31$18,636,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,567,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,758,691
Value of total assets at end of year2013-12-31$26,695,104
Value of total assets at beginning of year2013-12-31$24,292,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,069,047
Total interest from all sources2013-12-31$696,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$147,128
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,276,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$217,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$145,633
Other income not declared elsewhere2013-12-31$303,157
Administrative expenses (other) incurred2013-12-31$851,470
Liabilities. Value of operating payables at end of year2013-12-31$317,655
Liabilities. Value of operating payables at beginning of year2013-12-31$370,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,478,361
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,132,965
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,654,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$70,449
Income. Interest from US Government securities2013-12-31$512,097
Income. Interest from corporate debt instruments2013-12-31$184,311
Value of interest in common/collective trusts at end of year2013-12-31$4,143,997
Value of interest in common/collective trusts at beginning of year2013-12-31$3,033,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,670,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,235,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,235,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$80
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$14,699,111
Asset value of US Government securities at end of year2013-12-31$5,794,132
Asset value of US Government securities at beginning of year2013-12-31$8,428,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$18,481,988
Employer contributions (assets) at end of year2013-12-31$1,947,668
Employer contributions (assets) at beginning of year2013-12-31$2,097,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,868,089
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$4,380,191
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$4,828,105
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$7,529,278
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,523,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$244,484
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$267,405
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$11,832
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$25,144,170
Aggregate carrying amount (costs) on sale of assets2013-12-31$25,254,062
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2013-12-31232586736
2012 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,200
Total unrealized appreciation/depreciation of assets2012-12-31$13,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$638,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$637,325
Total income from all sources (including contributions)2012-12-31$19,737,790
Total loss/gain on sale of assets2012-12-31$-76,966
Total of all expenses incurred2012-12-31$18,283,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,243,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,502,475
Value of total assets at end of year2012-12-31$24,292,933
Value of total assets at beginning of year2012-12-31$22,837,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,040,620
Total interest from all sources2012-12-31$589,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$158,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,523,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$145,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$939,337
Other income not declared elsewhere2012-12-31$291,197
Administrative expenses (other) incurred2012-12-31$833,266
Liabilities. Value of operating payables at end of year2012-12-31$370,924
Liabilities. Value of operating payables at beginning of year2012-12-31$352,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,454,149
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,654,604
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,200,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$48,554
Income. Interest from US Government securities2012-12-31$283,656
Income. Interest from corporate debt instruments2012-12-31$306,169
Value of interest in common/collective trusts at end of year2012-12-31$3,033,896
Value of interest in common/collective trusts at beginning of year2012-12-31$2,615,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,235,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,341,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,341,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$82
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$14,025,913
Asset value of US Government securities at end of year2012-12-31$8,428,546
Asset value of US Government securities at beginning of year2012-12-31$8,709,705
Net investment gain or loss from common/collective trusts2012-12-31$417,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,978,731
Employer contributions (assets) at end of year2012-12-31$2,097,872
Employer contributions (assets) at beginning of year2012-12-31$2,030,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,217,108
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$4,828,104
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$4,916,731
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,523,683
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,284,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$267,405
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$284,761
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$9,213,058
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,290,024
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIEL A. WINTERS AND COMPANY
Accountancy firm EIN2012-12-31232586736
2011 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,612,912
Total unrealized appreciation/depreciation of assets2011-12-31$1,612,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$348,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$517,250
Total income from all sources (including contributions)2011-12-31$18,762,537
Total loss/gain on sale of assets2011-12-31$-50,877
Total of all expenses incurred2011-12-31$20,358,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,531,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,433,140
Value of total assets at end of year2011-12-31$22,537,324
Value of total assets at beginning of year2011-12-31$24,302,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$827,649
Total interest from all sources2011-12-31$709,394
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$53,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$158,255
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,487,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$163,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$233,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,994
Other income not declared elsewhere2011-12-31$-46,016
Administrative expenses (other) incurred2011-12-31$777,406
Liabilities. Value of operating payables at end of year2011-12-31$348,664
Liabilities. Value of operating payables at beginning of year2011-12-31$212,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,596,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,188,660
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,784,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$50,243
Income. Interest from US Government securities2011-12-31$352,859
Income. Interest from corporate debt instruments2011-12-31$356,493
Value of interest in common/collective trusts at end of year2011-12-31$2,615,920
Value of interest in common/collective trusts at beginning of year2011-12-31$2,563,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,341,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$294,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$294,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$16,181,363
Asset value of US Government securities at end of year2011-12-31$8,902,297
Asset value of US Government securities at beginning of year2011-12-31$11,186,723
Net investment gain or loss from common/collective trusts2011-12-31$52,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,945,374
Employer contributions (assets) at end of year2011-12-31$1,999,910
Employer contributions (assets) at beginning of year2011-12-31$1,676,506
Income. Dividends from preferred stock2011-12-31$53,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,349,715
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$7,514,377
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$6,272,213
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,284,419
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,074,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$284,761
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$298,038
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$14,140,882
Aggregate carrying amount (costs) on sale of assets2011-12-31$14,191,759
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2011-12-31232586736
2010 : PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$242,455
Total unrealized appreciation/depreciation of assets2010-12-31$242,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$517,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$500,834
Total income from all sources (including contributions)2010-12-31$15,576,835
Total loss/gain on sale of assets2010-12-31$-27,508
Total of all expenses incurred2010-12-31$18,451,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,545,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,992,367
Value of total assets at end of year2010-12-31$24,302,100
Value of total assets at beginning of year2010-12-31$27,160,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$905,953
Total interest from all sources2010-12-31$830,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$118,071
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,109,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$233,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$221,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,994
Other income not declared elsewhere2010-12-31$203,640
Administrative expenses (other) incurred2010-12-31$734,252
Liabilities. Value of operating payables at end of year2010-12-31$212,218
Liabilities. Value of operating payables at beginning of year2010-12-31$206,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,874,646
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,784,850
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,659,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$53,630
Income. Interest from US Government securities2010-12-31$432,807
Income. Interest from corporate debt instruments2010-12-31$397,367
Value of interest in common/collective trusts at end of year2010-12-31$2,563,205
Value of interest in common/collective trusts at beginning of year2010-12-31$2,227,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$294,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,349,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,349,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$317
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$14,388,439
Asset value of US Government securities at end of year2010-12-31$11,186,723
Asset value of US Government securities at beginning of year2010-12-31$13,472,976
Net investment gain or loss from common/collective trusts2010-12-31$335,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,883,078
Employer contributions (assets) at end of year2010-12-31$1,676,506
Employer contributions (assets) at beginning of year2010-12-31$1,333,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,157,089
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$6,272,213
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$7,235,991
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,074,868
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,318,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$298,038
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$283,630
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,139,915
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,167,423
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$10,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2010-12-31232586736

Form 5500 Responses for PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN

2023: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0181-VU
Policy instance 4
Insurance contract or identification numberGL-0181-VU
Number of Individuals Covered1523
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,038,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered903
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $13,379
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered190
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2301
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,931
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $623,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0181-VU
Policy instance 4
Insurance contract or identification numberGL-0181-VU
Number of Individuals Covered1498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,111,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered883
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $10,501
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,501
Insurance broker organization code?3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2251
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,728
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $579,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,728
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered883
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $10,501
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,501
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0866302-SL
Policy instance 4
Insurance contract or identification number0866302-SL
Number of Individuals Covered1058
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $559
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,430,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $559
Insurance broker organization code?3
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered183
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2354
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,796
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $588,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,796
Insurance broker organization code?3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2376
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,339
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $503,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,339
Insurance broker organization code?3
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered144
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered948
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $11,109
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,109
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0866302-SL
Policy instance 4
Insurance contract or identification number0866302-SL
Number of Individuals Covered1069
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,788
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,384,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,788
Insurance broker organization code?3
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered146
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0866302-SL
Policy instance 4
Insurance contract or identification number0866302-SL
Number of Individuals Covered1066
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,244
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,058,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,244
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered929
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $10,655
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,655
Insurance broker organization code?3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2395
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,087
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $656,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,087
Insurance broker organization code?3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2527
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,983
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $633,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,983
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered915
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $9,743
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,743
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0866302-SL
Policy instance 4
Insurance contract or identification number0866302-SL
Number of Individuals Covered1060
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,678
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $942,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,678
Insurance broker organization code?3
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered148
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0866302-SL
Policy instance 4
Insurance contract or identification number0866302-SL
Number of Individuals Covered1043
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,678
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $854,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,678
Insurance broker organization code?3
Insurance broker nameROBERT A BERGMAN
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,962
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $629,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,962
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HLTH CARE COALITION
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered874
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $7,472
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,472
Insurance broker organization code?3
Insurance broker nameWADE FINANCIAL INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number158580
Policy instance 3
Insurance contract or identification number158580
Number of Individuals Covered846
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,218
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,218
Insurance broker organization code?3
Insurance broker nameWADE FINANCIAL INC.
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 2
Insurance contract or identification numberPU0113
Number of Individuals Covered126
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 1
Insurance contract or identification number3201
Number of Individuals Covered2276
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,799
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $594,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,799
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HLTH CARE COALITION
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP24
Policy instance 5
Insurance contract or identification number26AP24
Number of Individuals Covered2399
Insurance policy start date2014-01-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $1,610
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,610
Insurance broker nameROBERT BERGMAN
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number6180
Policy instance 3
Insurance contract or identification number6180
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number7107
Policy instance 1
Insurance contract or identification number7107
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 2
Insurance contract or identification number3201
Number of Individuals Covered2228
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,773
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $554,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,773
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HLTH CARE COALITION
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 4
Insurance contract or identification numberPU0113
Number of Individuals Covered123
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberPU0113
Policy instance 5
Insurance contract or identification numberPU0113
Number of Individuals Covered122
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number6180
Policy instance 3
Insurance contract or identification number6180
Number of Individuals Covered2656
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP24
Policy instance 6
Insurance contract or identification number26AP24
Number of Individuals Covered2371
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,400
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,400
Insurance broker nameROBERT A BERGMAN
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number6180
Policy instance 4
Insurance contract or identification number6180
Number of Individuals Covered717
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 2
Insurance contract or identification number3201
Number of Individuals Covered2194
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,725
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $578,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,725
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HLTH CARE COALITION
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number7107
Policy instance 1
Insurance contract or identification number7107
Number of Individuals Covered650
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 2
Insurance contract or identification number3201
Number of Individuals Covered2511
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,190
Total amount of fees paid to insurance companyUSD $39,062
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $638,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,190
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HLTH CARE COALITION
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number7107
Policy instance 1
Insurance contract or identification number7107
Number of Individuals Covered649
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number6180
Policy instance 5
Insurance contract or identification number6180
Number of Individuals Covered723
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number6180
Policy instance 4
Insurance contract or identification number6180
Number of Individuals Covered2704
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136158
Policy instance 3
Insurance contract or identification numberGL 136158
Number of Individuals Covered797
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $808
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $20,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $404
Insurance broker organization code?3
Insurance broker nameROBERT J EBERLE JR
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number7107
Policy instance 1
Insurance contract or identification number7107
Number of Individuals Covered633
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 2
Insurance contract or identification number3201
Number of Individuals Covered2657
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,595
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $762,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136158
Policy instance 3
Insurance contract or identification numberGL 136158
Number of Individuals Covered854
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $2,698
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $67,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number6180
Policy instance 5
Insurance contract or identification number6180
Number of Individuals Covered716
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number6180
Policy instance 4
Insurance contract or identification number6180
Number of Individuals Covered2883
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number7107
Policy instance 1
Insurance contract or identification number7107
Number of Individuals Covered627
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3201
Policy instance 2
Insurance contract or identification number3201
Number of Individuals Covered3950
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $770,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136158
Policy instance 3
Insurance contract or identification numberGL 136158
Number of Individuals Covered970
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $3,088
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $77,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number0785
Policy instance 5
Insurance contract or identification number0785
Number of Individuals Covered3075
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number0786
Policy instance 6
Insurance contract or identification number0786
Number of Individuals Covered479
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number6180
Policy instance 7
Insurance contract or identification number6180
Number of Individuals Covered718
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number6180
Policy instance 4
Insurance contract or identification number6180
Number of Individuals Covered3080
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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