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STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 401k Plan overview

Plan NameSTEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN
Plan identification number 501

STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BD OF TEES OF STEAMFITTERS LU 420 WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:BD OF TEES OF STEAMFITTERS LU 420 WELFARE PLAN
Employer identification number (EIN):232715454
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ROBERT WINTHER
5012016-01-01ROBERT WINTHER
5012015-01-01ROBERT WINTHER
5012015-01-01ROBERT WINTHER
5012015-01-01ROBERT WINTHER
5012014-01-01ROBERT WINTHER
5012013-01-01GERALD J. DIVINY
5012012-01-01GERALD J. DIVINY
5012011-01-01GERALD J. DIVINY
5012010-01-01GERALD J. DIVINY
5012009-01-01GERALD J. DIVINY TIMOTHY J. BRINK2010-10-11
5012009-01-01GERALD J. DIVINY TIMOTHY J. BRINK2010-10-11

Plan Statistics for STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN

401k plan membership statisitcs for STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN

Measure Date Value
2022: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,350
Total number of active participants reported on line 7a of the Form 55002022-01-012,757
Number of retired or separated participants receiving benefits2022-01-011,418
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-014,393
Number of employers contributing to the scheme2022-01-01199
2021: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,407
Total number of active participants reported on line 7a of the Form 55002021-01-012,738
Number of retired or separated participants receiving benefits2021-01-011,612
Total of all active and inactive participants2021-01-014,350
Number of employers contributing to the scheme2021-01-01186
2020: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,432
Total number of active participants reported on line 7a of the Form 55002020-01-012,821
Number of retired or separated participants receiving benefits2020-01-011,586
Total of all active and inactive participants2020-01-014,407
Number of employers contributing to the scheme2020-01-01191
2019: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,346
Total number of active participants reported on line 7a of the Form 55002019-01-012,765
Number of retired or separated participants receiving benefits2019-01-011,667
Total of all active and inactive participants2019-01-014,432
Number of employers contributing to the scheme2019-01-01194
2018: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,288
Total number of active participants reported on line 7a of the Form 55002018-01-012,812
Number of retired or separated participants receiving benefits2018-01-011,534
Total of all active and inactive participants2018-01-014,346
Number of employers contributing to the scheme2018-01-01194
2017: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,206
Total number of active participants reported on line 7a of the Form 55002017-01-012,676
Number of retired or separated participants receiving benefits2017-01-011,612
Total of all active and inactive participants2017-01-014,288
Number of employers contributing to the scheme2017-01-01174
2016: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,139
Total number of active participants reported on line 7a of the Form 55002016-01-012,612
Number of retired or separated participants receiving benefits2016-01-011,594
Total of all active and inactive participants2016-01-014,206
Number of employers contributing to the scheme2016-01-01199
2015: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,085
Total number of active participants reported on line 7a of the Form 55002015-01-012,573
Number of retired or separated participants receiving benefits2015-01-011,570
Total of all active and inactive participants2015-01-014,143
Number of employers contributing to the scheme2015-01-01201
2014: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,080
Total number of active participants reported on line 7a of the Form 55002014-01-012,628
Number of retired or separated participants receiving benefits2014-01-011,259
Total of all active and inactive participants2014-01-013,887
Number of employers contributing to the scheme2014-01-01199
2013: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,114
Total number of active participants reported on line 7a of the Form 55002013-01-012,548
Number of retired or separated participants receiving benefits2013-01-011,318
Total of all active and inactive participants2013-01-013,866
Number of employers contributing to the scheme2013-01-01197
2012: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,158
Total number of active participants reported on line 7a of the Form 55002012-01-012,669
Number of retired or separated participants receiving benefits2012-01-011,445
Total of all active and inactive participants2012-01-014,114
Number of employers contributing to the scheme2012-01-01192
2011: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,227
Total number of active participants reported on line 7a of the Form 55002011-01-012,729
Number of retired or separated participants receiving benefits2011-01-011,429
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014,158
Number of employers contributing to the scheme2011-01-01201
2010: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,305
Total number of active participants reported on line 7a of the Form 55002010-01-012,813
Number of retired or separated participants receiving benefits2010-01-011,414
Total of all active and inactive participants2010-01-014,227
Number of employers contributing to the scheme2010-01-01199
2009: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,292
Total number of active participants reported on line 7a of the Form 55002009-01-012,898
Number of retired or separated participants receiving benefits2009-01-011,407
Total of all active and inactive participants2009-01-014,305
Number of employers contributing to the scheme2009-01-01202

Financial Data on STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN

Measure Date Value
2022 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,795,335
Total unrealized appreciation/depreciation of assets2022-12-31$-7,795,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,644,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,691,789
Total income from all sources (including contributions)2022-12-31$82,709,936
Total loss/gain on sale of assets2022-12-31$-3,962,949
Total of all expenses incurred2022-12-31$82,585,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$78,773,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$89,734,603
Value of total assets at end of year2022-12-31$204,813,509
Value of total assets at beginning of year2022-12-31$202,736,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,812,244
Total interest from all sources2022-12-31$4,690,488
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$501,096
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,230,008
Participant contributions at end of year2022-12-31$928,393
Participant contributions at beginning of year2022-12-31$960,176
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,721,974
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,894,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,508,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,153,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,500
Other income not declared elsewhere2022-12-31$43,129
Administrative expenses (other) incurred2022-12-31$713,851
Liabilities. Value of operating payables at end of year2022-12-31$1,716,824
Liabilities. Value of operating payables at beginning of year2022-12-31$397,955
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$124,175
Value of net assets at end of year (total assets less liabilities)2022-12-31$197,168,619
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$197,044,444
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$6,198,690
Assets. partnership/joint venture interests at beginning of year2022-12-31$5,846,011
Investment advisory and management fees2022-12-31$278,224
Interest earned on other investments2022-12-31$1,639,957
Income. Interest from US Government securities2022-12-31$769,862
Income. Interest from corporate debt instruments2022-12-31$2,236,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$25,992,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,576,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,576,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$44,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$64,294,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$59,224,075
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$23,209,122
Asset value of US Government securities at end of year2022-12-31$48,627,190
Asset value of US Government securities at beginning of year2022-12-31$38,265,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$74,504,595
Employer contributions (assets) at end of year2022-12-31$7,003,302
Employer contributions (assets) at beginning of year2022-12-31$7,760,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,564,395
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$18,776,659
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$22,459,774
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$26,675,641
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$47,867,388
Contract administrator fees2022-12-31$2,319,073
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,928,066
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,289,334
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$85,720
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$728,693
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$80,222,649
Aggregate carrying amount (costs) on sale of assets2022-12-31$84,185,598
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2022-12-31232586736
2021 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,862,936
Total unrealized appreciation/depreciation of assets2021-12-31$-1,862,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,691,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,404,828
Total income from all sources (including contributions)2021-12-31$87,546,014
Total loss/gain on sale of assets2021-12-31$-1,466,148
Total of all expenses incurred2021-12-31$77,717,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$74,202,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$86,664,879
Value of total assets at end of year2021-12-31$202,736,233
Value of total assets at beginning of year2021-12-31$192,620,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,515,115
Total interest from all sources2021-12-31$4,105,405
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$436,674
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,285,164
Participant contributions at end of year2021-12-31$960,176
Participant contributions at beginning of year2021-12-31$582,957
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,894,247
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,344,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,153,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,654,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,500
Other income not declared elsewhere2021-12-31$104,814
Administrative expenses (other) incurred2021-12-31$670,867
Liabilities. Value of operating payables at end of year2021-12-31$397,955
Liabilities. Value of operating payables at beginning of year2021-12-31$362,827
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$9,828,300
Value of net assets at end of year (total assets less liabilities)2021-12-31$197,044,444
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$187,216,144
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$5,846,011
Assets. partnership/joint venture interests at beginning of year2021-12-31$5,327,994
Investment advisory and management fees2021-12-31$267,513
Interest earned on other investments2021-12-31$1,531,636
Income. Interest from US Government securities2021-12-31$394,298
Income. Interest from corporate debt instruments2021-12-31$2,160,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,576,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,415,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,415,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$59,224,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$50,392,951
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$19,445,546
Asset value of US Government securities at end of year2021-12-31$38,265,902
Asset value of US Government securities at beginning of year2021-12-31$44,053,744
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$72,379,715
Employer contributions (assets) at end of year2021-12-31$7,760,598
Employer contributions (assets) at beginning of year2021-12-31$6,464,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$54,757,053
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$22,459,774
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$14,626,607
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$47,867,388
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$47,685,894
Contract administrator fees2021-12-31$2,140,061
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,289,334
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,037,501
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$728,693
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$71,659
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$120,317,774
Aggregate carrying amount (costs) on sale of assets2021-12-31$121,783,922
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 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,121,304
Total unrealized appreciation/depreciation of assets2020-12-31$3,121,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,404,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,037,671
Total income from all sources (including contributions)2020-12-31$87,875,508
Total loss/gain on sale of assets2020-12-31$1,985,630
Total of all expenses incurred2020-12-31$72,249,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$69,014,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$78,468,114
Value of total assets at end of year2020-12-31$192,620,972
Value of total assets at beginning of year2020-12-31$180,627,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,234,439
Total interest from all sources2020-12-31$4,292,145
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$263,645
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,354,076
Participant contributions at end of year2020-12-31$582,957
Participant contributions at beginning of year2020-12-31$616,045
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,344,704
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,461,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,654,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,069,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,592
Other income not declared elsewhere2020-12-31$8,315
Administrative expenses (other) incurred2020-12-31$520,380
Liabilities. Value of operating payables at end of year2020-12-31$362,827
Liabilities. Value of operating payables at beginning of year2020-12-31$308,642
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$15,626,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$187,216,144
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$171,589,653
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$5,327,994
Investment advisory and management fees2020-12-31$223,438
Interest earned on other investments2020-12-31$1,372,942
Income. Interest from US Government securities2020-12-31$514,190
Income. Interest from corporate debt instruments2020-12-31$2,365,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,415,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,121,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,121,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$39,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$50,392,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$49,775,903
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$16,198,872
Asset value of US Government securities at end of year2020-12-31$44,053,744
Asset value of US Government securities at beginning of year2020-12-31$28,653,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$67,114,038
Employer contributions (assets) at end of year2020-12-31$6,464,179
Employer contributions (assets) at beginning of year2020-12-31$6,679,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,815,706
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$14,626,607
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$25,087,915
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$47,685,894
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$47,093,346
Contract administrator fees2020-12-31$2,226,976
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,037,501
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,724,437
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$71,659
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$69,201
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$90,507,323
Aggregate carrying amount (costs) on sale of assets2020-12-31$88,521,693
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 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,119,561
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,119,561
Total unrealized appreciation/depreciation of assets2019-12-31$2,119,561
Total unrealized appreciation/depreciation of assets2019-12-31$2,119,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,037,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,037,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,791,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,791,838
Total income from all sources (including contributions)2019-12-31$96,817,901
Total income from all sources (including contributions)2019-12-31$96,817,901
Total loss/gain on sale of assets2019-12-31$2,086,059
Total loss/gain on sale of assets2019-12-31$2,086,059
Total of all expenses incurred2019-12-31$78,879,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$75,694,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$75,694,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$88,294,281
Value of total assets at end of year2019-12-31$180,627,324
Value of total assets at end of year2019-12-31$180,627,324
Value of total assets at beginning of year2019-12-31$161,442,964
Value of total assets at beginning of year2019-12-31$161,442,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,184,540
Total interest from all sources2019-12-31$4,197,502
Total interest from all sources2019-12-31$4,197,502
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$317,367
Administrative expenses professional fees incurred2019-12-31$317,367
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,239,536
Contributions received from participants2019-12-31$12,239,536
Participant contributions at end of year2019-12-31$616,045
Participant contributions at end of year2019-12-31$616,045
Participant contributions at beginning of year2019-12-31$688,192
Participant contributions at beginning of year2019-12-31$688,192
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,461,318
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,461,318
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$395,043
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$395,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,069,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,069,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,786,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,786,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,500
Other income not declared elsewhere2019-12-31$120,498
Other income not declared elsewhere2019-12-31$120,498
Administrative expenses (other) incurred2019-12-31$553,429
Administrative expenses (other) incurred2019-12-31$553,429
Liabilities. Value of operating payables at end of year2019-12-31$308,642
Liabilities. Value of operating payables at end of year2019-12-31$308,642
Liabilities. Value of operating payables at beginning of year2019-12-31$1,024,956
Liabilities. Value of operating payables at beginning of year2019-12-31$1,024,956
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
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$17,938,527
Value of net assets at end of year (total assets less liabilities)2019-12-31$171,589,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$171,589,653
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,651,126
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,651,126
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$185,980
Investment advisory and management fees2019-12-31$185,980
Interest earned on other investments2019-12-31$1,091,656
Interest earned on other investments2019-12-31$1,091,656
Income. Interest from US Government securities2019-12-31$986,912
Income. Interest from US Government securities2019-12-31$986,912
Income. Interest from corporate debt instruments2019-12-31$2,037,725
Income. Interest from corporate debt instruments2019-12-31$2,037,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,121,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,121,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,623,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,623,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,623,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,623,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$81,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$81,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$49,775,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$49,775,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,581,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,581,385
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$14,797,879
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$14,797,879
Asset value of US Government securities at end of year2019-12-31$28,653,336
Asset value of US Government securities at end of year2019-12-31$28,653,336
Asset value of US Government securities at beginning of year2019-12-31$36,997,174
Asset value of US Government securities at beginning of year2019-12-31$36,997,174
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$76,054,745
Contributions received in cash from employer2019-12-31$76,054,745
Employer contributions (assets) at end of year2019-12-31$6,679,446
Employer contributions (assets) at end of year2019-12-31$6,679,446
Employer contributions (assets) at beginning of year2019-12-31$7,119,350
Employer contributions (assets) at beginning of year2019-12-31$7,119,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,896,955
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$25,087,915
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$25,087,915
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$27,404,033
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$27,404,033
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$47,093,346
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$47,093,346
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$29,770,058
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$29,770,058
Contract administrator fees2019-12-31$2,127,764
Contract administrator fees2019-12-31$2,127,764
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,724,437
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,724,437
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,762,382
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,762,382
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$69,201
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$69,201
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$78,028
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$78,028
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
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$134,774,983
Aggregate proceeds on sale of assets2019-12-31$134,774,983
Aggregate carrying amount (costs) on sale of assets2019-12-31$132,688,924
Aggregate carrying amount (costs) on sale of assets2019-12-31$132,688,924
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2019-12-31232586736
Accountancy firm EIN2019-12-31232586736
2018 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-570,408
Total unrealized appreciation/depreciation of assets2018-12-31$-570,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,791,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,421,822
Total income from all sources (including contributions)2018-12-31$89,184,483
Total loss/gain on sale of assets2018-12-31$-1,074,032
Total of all expenses incurred2018-12-31$70,116,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$67,120,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$87,689,430
Value of total assets at end of year2018-12-31$161,442,964
Value of total assets at beginning of year2018-12-31$142,005,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,996,099
Total interest from all sources2018-12-31$3,139,166
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$353,716
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,990,844
Participant contributions at end of year2018-12-31$688,192
Participant contributions at beginning of year2018-12-31$415,038
Assets. Other investments not covered elsewhere at end of year2018-12-31$395,043
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$414,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,786,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,804,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,600
Other income not declared elsewhere2018-12-31$327
Administrative expenses (other) incurred2018-12-31$513,479
Liabilities. Value of operating payables at end of year2018-12-31$1,024,956
Liabilities. Value of operating payables at beginning of year2018-12-31$1,061,244
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$19,067,683
Value of net assets at end of year (total assets less liabilities)2018-12-31$153,651,126
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$134,583,443
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
Investment advisory and management fees2018-12-31$179,496
Interest earned on other investments2018-12-31$707,384
Income. Interest from US Government securities2018-12-31$581,404
Income. Interest from corporate debt instruments2018-12-31$1,803,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,623,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,318,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,318,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$47,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$37,581,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$30,441,961
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$11,218,799
Asset value of US Government securities at end of year2018-12-31$36,997,174
Asset value of US Government securities at beginning of year2018-12-31$30,142,194
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$75,698,586
Employer contributions (assets) at end of year2018-12-31$7,119,350
Employer contributions (assets) at beginning of year2018-12-31$6,700,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$55,901,902
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$27,404,033
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$19,986,189
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$29,770,058
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$34,720,313
Contract administrator fees2018-12-31$1,949,408
Liabilities. Value of benefit claims payable at end of year2018-12-31$6,762,382
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$6,353,978
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$78,028
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$62,235
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$92,914,235
Aggregate carrying amount (costs) on sale of assets2018-12-31$93,988,267
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2018-12-31232586736
2017 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-128,502
Total unrealized appreciation/depreciation of assets2017-12-31$-128,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,421,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,853,698
Total income from all sources (including contributions)2017-12-31$86,716,532
Total loss/gain on sale of assets2017-12-31$254,286
Total of all expenses incurred2017-12-31$73,162,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$69,221,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$84,030,400
Value of total assets at end of year2017-12-31$142,005,265
Value of total assets at beginning of year2017-12-31$127,882,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,941,368
Total interest from all sources2017-12-31$2,547,735
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$314,256
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,853,965
Participant contributions at end of year2017-12-31$415,038
Participant contributions at beginning of year2017-12-31$600,963
Assets. Other investments not covered elsewhere at end of year2017-12-31$414,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,804,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,236,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,600
Other income not declared elsewhere2017-12-31$12,613
Administrative expenses (other) incurred2017-12-31$476,983
Liabilities. Value of operating payables at end of year2017-12-31$1,061,244
Liabilities. Value of operating payables at beginning of year2017-12-31$1,916,124
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$13,554,162
Value of net assets at end of year (total assets less liabilities)2017-12-31$134,583,443
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$121,029,281
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
Investment advisory and management fees2017-12-31$170,015
Interest earned on other investments2017-12-31$382,594
Income. Interest from US Government securities2017-12-31$740,877
Income. Interest from corporate debt instruments2017-12-31$1,404,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,318,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,516,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,516,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$30,441,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,268,270
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$11,798,860
Asset value of US Government securities at end of year2017-12-31$30,142,194
Asset value of US Government securities at beginning of year2017-12-31$36,579,095
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$74,176,435
Employer contributions (assets) at end of year2017-12-31$6,700,374
Employer contributions (assets) at beginning of year2017-12-31$8,774,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,422,142
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$19,986,189
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$18,819,266
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$34,720,313
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$24,022,395
Contract administrator fees2017-12-31$2,980,114
Liabilities. Value of benefit claims payable at end of year2017-12-31$6,353,978
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,937,574
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$62,235
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$65,155
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$99,981,605
Aggregate carrying amount (costs) on sale of assets2017-12-31$99,727,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2017-12-31232586736
2016 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,112,927
Total unrealized appreciation/depreciation of assets2016-12-31$-1,112,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,853,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,063,094
Total income from all sources (including contributions)2016-12-31$84,905,337
Total loss/gain on sale of assets2016-12-31$80,877
Total of all expenses incurred2016-12-31$72,468,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$67,940,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$83,824,514
Value of total assets at end of year2016-12-31$127,882,979
Value of total assets at beginning of year2016-12-31$110,655,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,528,193
Total interest from all sources2016-12-31$1,854,319
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$270,786
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$10,396,042
Participant contributions at end of year2016-12-31$600,963
Participant contributions at beginning of year2016-12-31$467,859
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,406,313
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$603,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,236,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$425,897
Other income not declared elsewhere2016-12-31$258,554
Administrative expenses (other) incurred2016-12-31$578,915
Liabilities. Value of operating payables at end of year2016-12-31$1,916,124
Liabilities. Value of operating payables at beginning of year2016-12-31$176,581
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$12,436,897
Value of net assets at end of year (total assets less liabilities)2016-12-31$121,029,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,592,384
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
Investment advisory and management fees2016-12-31$158,673
Interest earned on other investments2016-12-31$122,764
Income. Interest from US Government securities2016-12-31$565,235
Income. Interest from corporate debt instruments2016-12-31$1,159,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,516,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,337,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,337,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,268,270
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$27,044,092
Asset value of US Government securities at end of year2016-12-31$36,579,095
Asset value of US Government securities at beginning of year2016-12-31$35,881,791
Net investment gain or loss from common/collective trusts2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$72,825,348
Employer contributions (assets) at end of year2016-12-31$8,774,971
Employer contributions (assets) at beginning of year2016-12-31$6,784,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,896,155
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$18,819,266
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$15,071,560
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$24,022,395
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$19,212,121
Contract administrator fees2016-12-31$3,519,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,937,574
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,886,513
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$65,155
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$68,253
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$116,011,852
Aggregate carrying amount (costs) on sale of assets2016-12-31$115,930,975
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2016-12-31232586736
2015 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,358,433
Total unrealized appreciation/depreciation of assets2015-12-31$-1,358,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,063,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,883,459
Total income from all sources (including contributions)2015-12-31$74,987,126
Total loss/gain on sale of assets2015-12-31$-122,309
Total of all expenses incurred2015-12-31$71,820,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$70,399,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$74,815,559
Value of total assets at end of year2015-12-31$110,655,478
Value of total assets at beginning of year2015-12-31$108,309,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,421,384
Total interest from all sources2015-12-31$849,479
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$264,307
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$9,950,720
Participant contributions at end of year2015-12-31$467,859
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,406,313
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$18,141,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$425,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$192,273
Other income not declared elsewhere2015-12-31$71,004
Administrative expenses (other) incurred2015-12-31$408,079
Liabilities. Value of operating payables at end of year2015-12-31$176,581
Liabilities. Value of operating payables at beginning of year2015-12-31$242,719
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$3,166,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,592,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,425,956
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 beginning of year2015-12-31$3,574,784
Investment advisory and management fees2015-12-31$243,290
Interest earned on other investments2015-12-31$278,871
Income. Interest from US Government securities2015-12-31$214,129
Income. Interest from corporate debt instruments2015-12-31$354,281
Value of interest in common/collective trusts at beginning of year2015-12-31$63,749,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,337,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,289,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,289,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,198
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$56,151,798
Asset value of US Government securities at end of year2015-12-31$35,881,791
Asset value of US Government securities at beginning of year2015-12-31$163
Net investment gain or loss from common/collective trusts2015-12-31$731,826
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$64,864,839
Employer contributions (assets) at end of year2015-12-31$7,252,191
Employer contributions (assets) at beginning of year2015-12-31$6,278,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,247,516
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$15,071,560
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$19,212,121
Contract administrator fees2015-12-31$505,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,886,513
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,640,740
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$68,253
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$82,707
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 appraiser2015-12-31Yes
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$63,431,659
Aggregate carrying amount (costs) on sale of assets2015-12-31$63,553,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2015-12-31232586736
2014 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-32,656
Total unrealized appreciation/depreciation of assets2014-12-31$-32,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,883,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,114,163
Total income from all sources (including contributions)2014-12-31$73,019,758
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$72,933,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$71,146,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,683,088
Value of total assets at end of year2014-12-31$108,309,415
Value of total assets at beginning of year2014-12-31$107,453,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,787,036
Total interest from all sources2014-12-31$302,746
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$363,668
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$9,760,893
Assets. Other investments not covered elsewhere at end of year2014-12-31$18,141,814
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$18,161,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$192,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$542,486
Other income not declared elsewhere2014-12-31$1,216,618
Administrative expenses (other) incurred2014-12-31$640,987
Liabilities. Value of operating payables at end of year2014-12-31$242,719
Liabilities. Value of operating payables at beginning of year2014-12-31$132,877
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$86,453
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,425,956
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$105,339,503
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$3,574,784
Assets. partnership/joint venture interests at beginning of year2014-12-31$3,528,793
Investment advisory and management fees2014-12-31$280,439
Interest earned on other investments2014-12-31$301,654
Income. Interest from US Government securities2014-12-31$4
Value of interest in common/collective trusts at end of year2014-12-31$63,749,589
Value of interest in common/collective trusts at beginning of year2014-12-31$69,931,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,289,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,909,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,909,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,088
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$48,465,100
Asset value of US Government securities at end of year2014-12-31$163
Asset value of US Government securities at beginning of year2014-12-31$1,699,471
Net investment gain or loss from common/collective trusts2014-12-31$3,849,962
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$57,922,195
Employer contributions (assets) at end of year2014-12-31$6,278,701
Employer contributions (assets) at beginning of year2014-12-31$5,595,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,681,169
Contract administrator fees2014-12-31$501,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,640,740
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,981,286
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$82,707
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$85,689
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 appraiser2014-12-31Yes
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$296,701
Aggregate carrying amount (costs) on sale of assets2014-12-31$296,701
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 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,167,182
Total unrealized appreciation/depreciation of assets2013-12-31$1,167,182
Total transfer of assets to this plan2013-12-31$2,505,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,114,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,153,191
Total income from all sources (including contributions)2013-12-31$60,407,905
Total loss/gain on sale of assets2013-12-31$-1,259,758
Total of all expenses incurred2013-12-31$63,497,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$61,696,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$58,111,147
Value of total assets at end of year2013-12-31$107,453,666
Value of total assets at beginning of year2013-12-31$108,076,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,801,347
Total interest from all sources2013-12-31$297,759
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$218,683
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$4,911,692
Assets. Other investments not covered elsewhere at end of year2013-12-31$18,161,128
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$18,761,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$542,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$300,260
Other income not declared elsewhere2013-12-31$1,120,918
Administrative expenses (other) incurred2013-12-31$565,942
Liabilities. Value of operating payables at end of year2013-12-31$132,877
Liabilities. Value of operating payables at beginning of year2013-12-31$185,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,089,900
Value of net assets at end of year (total assets less liabilities)2013-12-31$105,339,503
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$105,923,505
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
Assets. partnership/joint venture interests at end of year2013-12-31$3,528,793
Assets. partnership/joint venture interests at beginning of year2013-12-31$3,353,737
Investment advisory and management fees2013-12-31$563,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$885,647
Interest earned on other investments2013-12-31$297,639
Income. Interest from US Government securities2013-12-31$5
Value of interest in common/collective trusts at end of year2013-12-31$69,931,109
Value of interest in common/collective trusts at beginning of year2013-12-31$72,000,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,909,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,165,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,165,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$115
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$45,316,476
Asset value of US Government securities at end of year2013-12-31$1,699,471
Asset value of US Government securities at beginning of year2013-12-31$577
Net investment gain or loss from common/collective trusts2013-12-31$970,657
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,199,455
Employer contributions (assets) at end of year2013-12-31$5,595,236
Employer contributions (assets) at beginning of year2013-12-31$4,533,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,379,982
Contract administrator fees2013-12-31$453,420
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$1,981,286
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,968,054
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$85,689
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$75,530
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 appraiser2013-12-31Yes
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$9,506,244
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,766,002
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2013-12-31232586736
2012 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-654,757
Total unrealized appreciation/depreciation of assets2012-12-31$-654,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,153,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,047,128
Total income from all sources (including contributions)2012-12-31$58,984,418
Total loss/gain on sale of assets2012-12-31$-59,089
Total of all expenses incurred2012-12-31$61,326,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$60,045,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$53,998,334
Value of total assets at end of year2012-12-31$108,076,696
Value of total assets at beginning of year2012-12-31$110,312,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,280,278
Total interest from all sources2012-12-31$318,289
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$204,045
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$4,871,393
Assets. Other investments not covered elsewhere at end of year2012-12-31$18,761,639
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$19,529,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$300,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$249,363
Other income not declared elsewhere2012-12-31$1,233,714
Administrative expenses (other) incurred2012-12-31$485,624
Liabilities. Value of operating payables at end of year2012-12-31$185,137
Liabilities. Value of operating payables at beginning of year2012-12-31$150,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,341,782
Value of net assets at end of year (total assets less liabilities)2012-12-31$105,923,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$108,265,287
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
Assets. partnership/joint venture interests at end of year2012-12-31$3,353,737
Assets. partnership/joint venture interests at beginning of year2012-12-31$3,104,438
Investment advisory and management fees2012-12-31$154,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$885,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$885,591
Interest earned on other investments2012-12-31$318,124
Value of interest in common/collective trusts at end of year2012-12-31$72,000,646
Value of interest in common/collective trusts at beginning of year2012-12-31$76,887,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,165,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,864,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,864,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$165
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$42,924,588
Asset value of US Government securities at end of year2012-12-31$577
Asset value of US Government securities at beginning of year2012-12-31$590
Net investment gain or loss from common/collective trusts2012-12-31$4,147,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$49,126,941
Employer contributions (assets) at end of year2012-12-31$4,533,645
Employer contributions (assets) at beginning of year2012-12-31$4,713,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,121,334
Contract administrator fees2012-12-31$436,028
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$1,968,054
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,897,037
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$75,530
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$77,314
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 appraiser2012-12-31Yes
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$6,661,656
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,720,745
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2012-12-31232586736
2011 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,331,806
Total unrealized appreciation/depreciation of assets2011-12-31$-1,331,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,047,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,992,956
Total income from all sources (including contributions)2011-12-31$58,189,122
Total loss/gain on sale of assets2011-12-31$24,293
Total of all expenses incurred2011-12-31$60,230,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$58,878,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$53,388,577
Value of total assets at end of year2011-12-31$110,312,415
Value of total assets at beginning of year2011-12-31$112,299,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,351,380
Total interest from all sources2011-12-31$7,804
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$210,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$210,623
Administrative expenses professional fees incurred2011-12-31$175,159
Was this plan covered by a fidelity bond2011-12-31Yes
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$4,805,342
Assets. Other investments not covered elsewhere at end of year2011-12-31$19,529,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$249,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$288,673
Other income not declared elsewhere2011-12-31$1,242,275
Administrative expenses (other) incurred2011-12-31$439,826
Liabilities. Value of operating payables at end of year2011-12-31$150,091
Liabilities. Value of operating payables at beginning of year2011-12-31$123,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,041,040
Value of net assets at end of year (total assets less liabilities)2011-12-31$108,265,287
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$110,306,327
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
Assets. partnership/joint venture interests at end of year2011-12-31$3,104,438
Investment advisory and management fees2011-12-31$291,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,415,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,928,323
Interest earned on other investments2011-12-31$166,338
Value of interest in common/collective trusts at end of year2011-12-31$76,887,173
Value of interest in common/collective trusts at beginning of year2011-12-31$80,743,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,864,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,249,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,249,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,804
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$43,392,726
Asset value of US Government securities at end of year2011-12-31$590
Asset value of US Government securities at beginning of year2011-12-31$626
Net investment gain or loss from common/collective trusts2011-12-31$4,671,649
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$48,583,235
Employer contributions (assets) at end of year2011-12-31$4,713,560
Employer contributions (assets) at beginning of year2011-12-31$5,009,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,486,056
Contract administrator fees2011-12-31$445,264
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$1,897,037
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,869,900
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$77,314
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$80,348
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$26,276
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,983
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 & CO, CPAS
Accountancy firm EIN2011-12-31232586736
2010 : STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,992,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,909,750
Total income from all sources (including contributions)2010-12-31$62,752,008
Total loss/gain on sale of assets2010-12-31$43,851
Total of all expenses incurred2010-12-31$57,322,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,724,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$52,133,515
Value of total assets at end of year2010-12-31$112,299,283
Value of total assets at beginning of year2010-12-31$106,786,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,597,851
Total interest from all sources2010-12-31$-6,628
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,232
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$148,255
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$4,701,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$288,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$395,470
Other income not declared elsewhere2010-12-31$1,012,417
Administrative expenses (other) incurred2010-12-31$584,830
Liabilities. Value of operating payables at end of year2010-12-31$123,056
Liabilities. Value of operating payables at beginning of year2010-12-31$59,540
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$5,429,176
Value of net assets at end of year (total assets less liabilities)2010-12-31$110,306,327
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$104,877,151
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$450,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,928,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,299,220
Income. Interest from US Government securities2010-12-31$1,433
Income. Interest from corporate debt instruments2010-12-31$-19,329
Value of interest in common/collective trusts at end of year2010-12-31$80,743,019
Value of interest in common/collective trusts at beginning of year2010-12-31$89,864,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,249,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,001,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,001,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,268
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$40,574,685
Asset value of US Government securities at end of year2010-12-31$626
Asset value of US Government securities at beginning of year2010-12-31$2,800,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,027,660
Net investment gain or loss from common/collective trusts2010-12-31$5,539,961
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$47,432,087
Employer contributions (assets) at end of year2010-12-31$5,009,201
Employer contributions (assets) at beginning of year2010-12-31$3,343,292
Income. Dividends from common stock2010-12-31$1,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,150,296
Contract administrator fees2010-12-31$413,808
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$1,869,900
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,850,210
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$80,348
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$82,902
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 appraiser2010-12-31Yes
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$9,681,858
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,638,007
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 STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN

2022: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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: STEAMFITTERS LOCAL UNION NO. 420 WELFARE 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

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 6
Insurance contract or identification numberH2001
Number of Individuals Covered2300
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,366,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0083-VU
Policy instance 5
Insurance contract or identification numberGL-0083-VU
Number of Individuals Covered4393
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,023,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number312588
Policy instance 4
Insurance contract or identification number312588
Number of Individuals Covered6
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $12,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000069-00
Policy instance 3
Insurance contract or identification number24-000069-00
Number of Individuals Covered4393
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $103,873
Total amount of fees paid to insurance companyUSD $38,659
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,038,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $103,873
Amount paid for insurance broker fees38659
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312586
Policy instance 2
Insurance contract or identification number312586
Number of Individuals Covered2220
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $4,516,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069026
Policy instance 1
Insurance contract or identification number069026
Number of Individuals Covered4393
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069026
Policy instance 1
Insurance contract or identification number069026
Number of Individuals Covered4350
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312586
Policy instance 2
Insurance contract or identification number312586
Number of Individuals Covered2138
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $4,120,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000069-00
Policy instance 3
Insurance contract or identification number24-000069-00
Number of Individuals Covered3940
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $100,542
Total amount of fees paid to insurance companyUSD $22,601
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,005,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100,542
Amount paid for insurance broker fees22601
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number312588
Policy instance 4
Insurance contract or identification number312588
Number of Individuals Covered6
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $11,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0083-VU
Policy instance 5
Insurance contract or identification numberGL-0083-VU
Number of Individuals Covered4350
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,855,513
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 6
Insurance contract or identification numberH2001
Number of Individuals Covered2236
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,266,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069026
Policy instance 1
Insurance contract or identification number069026
Number of Individuals Covered4407
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312586
Policy instance 2
Insurance contract or identification number312586
Number of Individuals Covered2087
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $3,674,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000069-00
Policy instance 3
Insurance contract or identification number24-000069-00
Number of Individuals Covered4029
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $99,176
Total amount of fees paid to insurance companyUSD $29,617
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $991,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99,176
Amount paid for insurance broker fees29617
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number312588
Policy instance 4
Insurance contract or identification number312588
Number of Individuals Covered6
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $10,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0083-VU
Policy instance 5
Insurance contract or identification numberGL-0083-VU
Number of Individuals Covered4407
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,772,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberMZ0927515H0000A
Policy instance 6
Insurance contract or identification numberMZ0927515H0000A
Number of Individuals Covered2107
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,509,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0927515H0000A
Policy instance 1
Insurance contract or identification numberMZ0927515H0000A
Number of Individuals Covered2098
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,062,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069026
Policy instance 2
Insurance contract or identification number069026
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312586
Policy instance 3
Insurance contract or identification number312586
Number of Individuals Covered2059
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $3,190,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000069-00
Policy instance 4
Insurance contract or identification number24-000069-00
Number of Individuals Covered4032
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $61,820
Total amount of fees paid to insurance companyUSD $20,211
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $618,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,820
Amount paid for insurance broker fees20211
Additional information about fees paid to insurance brokerGROUP VOLUME BONUSGROUP VOLUME BONUS
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number947-4659
Policy instance 5
Insurance contract or identification number947-4659
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,700,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number312588
Policy instance 6
Insurance contract or identification number312588
Number of Individuals Covered5
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $7,153
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 number170314
Policy instance 1
Insurance contract or identification number170314
Number of Individuals Covered8844
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0927515H0000A
Policy instance 2
Insurance contract or identification numberMZ0927515H0000A
Number of Individuals Covered2044
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,715,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069026
Policy instance 3
Insurance contract or identification number069026
Number of Individuals Covered4346
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40141
Policy instance 4
Insurance contract or identification numberNGL40141
Number of Individuals Covered1982
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
Other welfare benefits providedPRESCRIPTIONS
Welfare Benefit Premiums Paid to CarrierUSD $3,477,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000069-00
Policy instance 5
Insurance contract or identification number24-000069-00
Number of Individuals Covered3965
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $65,509
Total amount of fees paid to insurance companyUSD $17,988
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $655,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,509
Amount paid for insurance broker fees17988
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4659
Policy instance 6
Insurance contract or identification number947-4659
Number of Individuals Covered3212
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,872,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberG256000
Policy instance 5
Insurance contract or identification numberG256000
Number of Individuals Covered3904
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $83,977
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $639,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,977
Insurance broker organization code?3
Insurance broker nameJOHN H BLASCH
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40141
Policy instance 4
Insurance contract or identification numberNGL40141
Number of Individuals Covered1937
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
Welfare Benefit Premiums Paid to CarrierUSD $3,725,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameLABOR FIRST LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069026
Policy instance 3
Insurance contract or identification number069026
Number of Individuals Covered4288
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3172
Policy instance 2
Insurance contract or identification number3172
Number of Individuals Covered1982
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,142,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameLABOR FIRST LLC
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number50427
Policy instance 1
Insurance contract or identification number50427
Number of Individuals Covered8781
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP25
Policy instance 4
Insurance contract or identification number26AP25
Number of Individuals Covered3796
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $45,166
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $752,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,166
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP25
Policy instance 5
Insurance contract or identification number26AP25
Number of Individuals Covered3826
Insurance policy start date2015-06-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $7,651
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,651
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberG256000
Policy instance 6
Insurance contract or identification numberG256000
Number of Individuals Covered3804
Insurance policy start date2015-08-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,680
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $256,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,680
Insurance broker organization code?3
Insurance broker nameJOHN H BLASCH
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3172
Policy instance 7
Insurance contract or identification number3172
Number of Individuals Covered1883
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $141,628
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,717,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141,628
Insurance broker organization code?3
Insurance broker nameLABOR FIRST LLC
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number50427
Policy instance 2
Insurance contract or identification number50427
Number of Individuals Covered8751
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03200
Policy instance 1
Insurance contract or identification number03200
Number of Individuals Covered10326
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,778
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,990,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,778
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03028
Policy instance 3
Insurance contract or identification number03028
Number of Individuals Covered346
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $647
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $647
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03028
Policy instance 6
Insurance contract or identification number03028
Number of Individuals Covered344
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $554
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 $117,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $554
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number50427
Policy instance 5
Insurance contract or identification number50427
Number of Individuals Covered8671
Insurance policy start date2014-05-01
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
Welfare Benefit Premiums Paid to CarrierUSD $29,050,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP25
Policy instance 4
Insurance contract or identification number26AP25
Number of Individuals Covered3727
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $51,120
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 $786,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,120
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number842842-SHORT
Policy instance 3
Insurance contract or identification number842842-SHORT
Number of Individuals Covered49
Insurance policy start date2014-01-01
Insurance policy end date2014-04-30
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,060
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: 60054 )
Policy contract number842842-HNOSHORT
Policy instance 2
Insurance contract or identification number842842-HNOSHORT
Number of Individuals Covered8201
Insurance policy start date2014-01-01
Insurance policy end date2014-04-30
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
Welfare Benefit Premiums Paid to CarrierUSD $13,747,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03200
Policy instance 1
Insurance contract or identification number03200
Number of Individuals Covered10181
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,760
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 $3,986,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,760
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number842842-SHORT
Policy instance 4
Insurance contract or identification number842842-SHORT
Number of Individuals Covered57
Insurance policy start date2012-06-01
Insurance policy end date2013-04-30
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $359,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP25
Policy instance 5
Insurance contract or identification number26AP25
Number of Individuals Covered3736
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $46,707
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 $778,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,707
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03200
Policy instance 2
Insurance contract or identification number03200
Number of Individuals Covered10216
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,594
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 $3,951,099
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,594
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03028
Policy instance 1
Insurance contract or identification number03028
Number of Individuals Covered357
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $544
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 $115,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $544
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number842842-HNOSHORT
Policy instance 3
Insurance contract or identification number842842-HNOSHORT
Number of Individuals Covered8191
Insurance policy start date2012-06-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $210,000
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $34,234,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees210000
Additional information about fees paid to insurance brokerMEDICAL, NEW SALES, SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03028
Policy instance 1
Insurance contract or identification number03028
Number of Individuals Covered370
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $623
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 $132,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $623
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number
Policy instance 4
Number of Individuals Covered370
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $623
Total amount of fees paid to insurance companyUSD $7,605
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental 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 number50427
Policy instance 3
Insurance contract or identification number50427
Number of Individuals Covered9568
Insurance policy start date2012-01-01
Insurance policy end date2012-05-31
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
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3153 C-4433
Policy instance 2
Insurance contract or identification numberG-3153 C-4433
Number of Individuals Covered3781
Insurance policy start date2011-08-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $60,187
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 & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $752,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,187
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN R & B CONSULTING LLC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3200
Policy instance 4
Insurance contract or identification number3200
Number of Individuals Covered10371
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,212
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 $3,865,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,212
Insurance broker organization code?3
Insurance broker nameDE VALLEY HEALTH CARE COALITION
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number03208
Policy instance 1
Insurance contract or identification number03208
Number of Individuals Covered10371
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $18,212
Total amount of fees paid to insurance companyUSD $222,724
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental 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 number50427
Policy instance 4
Insurance contract or identification number50427
Number of Individuals Covered9152
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
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3153 C-4433
Policy instance 3
Insurance contract or identification numberG-3153 C-4433
Number of Individuals Covered3840
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $70,314
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 & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $878,927
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 number03200
Policy instance 2
Insurance contract or identification number03200
Number of Individuals Covered10516
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,072
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 $4,043,296
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 number3028
Policy instance 1
Insurance contract or identification number3028
Number of Individuals Covered353
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $611
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 $129,490
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 number50427
Policy instance 4
Insurance contract or identification number50427
Number of Individuals Covered9033
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
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3153 C-4433
Policy instance 3
Insurance contract or identification numberG-3153 C-4433
Number of Individuals Covered3902
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $42,312
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 & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $528,896
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 number3200
Policy instance 2
Insurance contract or identification number3200
Number of Individuals Covered10239
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,883
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 $3,576,545
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 number3028
Policy instance 1
Insurance contract or identification number3028
Number of Individuals Covered356
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $604
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 $120,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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