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OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameOPERATING ENGINEERS #49 HEALTH AND WELFARE FUND
Plan identification number 501

OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

TRUSTEES OF OPERATING ENGINEERS 49 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF OPERATING ENGINEERS 49 HEALTH AND WELFARE FUND
Employer identification number (EIN):237015120
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-06-01
5012021-06-01
5012020-06-01
5012019-06-01
5012018-06-01
5012017-06-01MICHAEL THEIRL WILLIAM PATT2019-03-13
5012016-06-01MICHAEL THEIRL GLEN JOHNSON2018-02-19

Plan Statistics for OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND

401k plan membership statisitcs for OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND

Measure Date Value
2022: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-06-0114,238
Total number of active participants reported on line 7a of the Form 55002022-06-0110,585
Number of retired or separated participants receiving benefits2022-06-013,470
Total of all active and inactive participants2022-06-0114,055
Number of employers contributing to the scheme2022-06-01867
2021: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-06-0114,084
Total number of active participants reported on line 7a of the Form 55002021-06-0110,842
Number of retired or separated participants receiving benefits2021-06-013,396
Total of all active and inactive participants2021-06-0114,238
Number of employers contributing to the scheme2021-06-01842
2020: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-06-0113,947
Total number of active participants reported on line 7a of the Form 55002020-06-0110,761
Number of retired or separated participants receiving benefits2020-06-013,323
Total of all active and inactive participants2020-06-0114,084
Number of employers contributing to the scheme2020-06-01922
2019: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-06-0113,136
Total number of active participants reported on line 7a of the Form 55002019-06-0110,685
Number of retired or separated participants receiving benefits2019-06-013,262
Total of all active and inactive participants2019-06-0113,947
Number of employers contributing to the scheme2019-06-01841
2018: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-06-0112,954
Total number of active participants reported on line 7a of the Form 55002018-06-019,845
Number of retired or separated participants receiving benefits2018-06-013,291
Total of all active and inactive participants2018-06-0113,136
Number of employers contributing to the scheme2018-06-01841
2017: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-06-0112,730
Total number of active participants reported on line 7a of the Form 55002017-06-019,736
Number of retired or separated participants receiving benefits2017-06-013,218
Total of all active and inactive participants2017-06-0112,954
Number of employers contributing to the scheme2017-06-01821
2016: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-06-0112,554
Total number of active participants reported on line 7a of the Form 55002016-06-019,574
Number of retired or separated participants receiving benefits2016-06-013,156
Total of all active and inactive participants2016-06-0112,730
Number of employers contributing to the scheme2016-06-01820

Financial Data on OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND

Measure Date Value
2023 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-05-31$256,772
Total unrealized appreciation/depreciation of assets2023-05-31$256,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$23,291,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$21,858,343
Total income from all sources (including contributions)2023-05-31$239,919,182
Total of all expenses incurred2023-05-31$266,714,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$262,374,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$224,161,235
Value of total assets at end of year2023-05-31$261,152,900
Value of total assets at beginning of year2023-05-31$286,515,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$4,340,489
Total interest from all sources2023-05-31$139,434
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$5,745,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$5,745,595
Administrative expenses professional fees incurred2023-05-31$330,588
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$15,943,405
Participant contributions at end of year2023-05-31$51,551
Participant contributions at beginning of year2023-05-31$45,037
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-05-31$4,557,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$5,809,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-31$5,486,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-05-31$4,978,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-05-31$4,661,251
Other income not declared elsewhere2023-05-31$14,211,023
Administrative expenses (other) incurred2023-05-31$284,813
Liabilities. Value of operating payables at end of year2023-05-31$1,419,603
Liabilities. Value of operating payables at beginning of year2023-05-31$958,885
Total non interest bearing cash at end of year2023-05-31$15,098,246
Total non interest bearing cash at beginning of year2023-05-31$1,281,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-26,795,416
Value of net assets at end of year (total assets less liabilities)2023-05-31$237,861,349
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$264,656,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Assets. partnership/joint venture interests at end of year2023-05-31$2,851,957
Assets. partnership/joint venture interests at beginning of year2023-05-31$5,188,407
Investment advisory and management fees2023-05-31$439,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$216,552,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$253,832,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$1,319,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$3,353,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$3,353,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-05-31$139,434
Expenses. Payments to insurance carriers foe the provision of benefits2023-05-31$6,880,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-4,594,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31Yes
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$208,217,830
Employer contributions (assets) at end of year2023-05-31$19,457,754
Employer contributions (assets) at beginning of year2023-05-31$17,310,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$250,936,211
Contract administrator fees2023-05-31$3,285,680
Liabilities. Value of benefit claims payable at end of year2023-05-31$16,893,032
Liabilities. Value of benefit claims payable at beginning of year2023-05-31$16,238,207
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$11,464
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$16,787
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-05-31320043599
2022 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$256,696
Total unrealized appreciation/depreciation of assets2022-05-31$256,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$21,858,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$17,676,856
Total income from all sources (including contributions)2022-05-31$205,947,844
Total of all expenses incurred2022-05-31$256,620,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$252,350,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$217,558,308
Value of total assets at end of year2022-05-31$286,515,108
Value of total assets at beginning of year2022-05-31$333,006,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$4,269,967
Total interest from all sources2022-05-31$1,157
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$5,916,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$5,916,905
Administrative expenses professional fees incurred2022-05-31$214,147
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$15,351,250
Participant contributions at end of year2022-05-31$45,037
Participant contributions at beginning of year2022-05-31$253,918
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$4,188,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$5,486,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$5,141,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$4,661,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$4,647,716
Other income not declared elsewhere2022-05-31$9,273,710
Administrative expenses (other) incurred2022-05-31$443,284
Liabilities. Value of operating payables at end of year2022-05-31$958,885
Liabilities. Value of operating payables at beginning of year2022-05-31$1,018,666
Total non interest bearing cash at end of year2022-05-31$1,281,964
Total non interest bearing cash at beginning of year2022-05-31$7,148,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-50,672,938
Value of net assets at end of year (total assets less liabilities)2022-05-31$264,656,765
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$315,329,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Assets. partnership/joint venture interests at end of year2022-05-31$5,188,407
Assets. partnership/joint venture interests at beginning of year2022-05-31$4,114,536
Investment advisory and management fees2022-05-31$562,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$253,832,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$296,099,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$3,353,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$2,996,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$2,996,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$1,157
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$11,124,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-27,058,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$202,207,058
Employer contributions (assets) at end of year2022-05-31$17,310,238
Employer contributions (assets) at beginning of year2022-05-31$17,222,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$237,037,564
Contract administrator fees2022-05-31$3,050,315
Liabilities. Value of benefit claims payable at end of year2022-05-31$16,238,207
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$12,010,474
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$16,787
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$29,221
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-05-31320043599
2021 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$-2,627,607
Total unrealized appreciation/depreciation of assets2021-05-31$-2,627,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$17,676,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$16,470,172
Total income from all sources (including contributions)2021-05-31$269,078,867
Total loss/gain on sale of assets2021-05-31$1,467
Total of all expenses incurred2021-05-31$212,523,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$208,192,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$208,164,503
Value of total assets at end of year2021-05-31$333,006,559
Value of total assets at beginning of year2021-05-31$275,244,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$4,330,327
Total interest from all sources2021-05-31$483
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$5,013,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$5,013,822
Administrative expenses professional fees incurred2021-05-31$364,765
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$15,410,664
Participant contributions at end of year2021-05-31$253,918
Participant contributions at beginning of year2021-05-31$306,140
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$4,421,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$5,141,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$4,805,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$4,647,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$4,253,687
Other income not declared elsewhere2021-05-31$9,250,772
Administrative expenses (other) incurred2021-05-31$499,036
Liabilities. Value of operating payables at end of year2021-05-31$1,018,666
Liabilities. Value of operating payables at beginning of year2021-05-31$852,954
Total non interest bearing cash at end of year2021-05-31$7,148,679
Total non interest bearing cash at beginning of year2021-05-31$7,045,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$56,555,809
Value of net assets at end of year (total assets less liabilities)2021-05-31$315,329,703
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$258,773,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Assets. partnership/joint venture interests at end of year2021-05-31$4,114,536
Assets. partnership/joint venture interests at beginning of year2021-05-31$5,258,405
Investment advisory and management fees2021-05-31$610,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$296,099,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$234,993,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$2,996,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$5,332,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$5,332,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$483
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$14,633,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$49,275,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$192,753,839
Employer contributions (assets) at end of year2021-05-31$17,222,700
Employer contributions (assets) at beginning of year2021-05-31$17,463,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$189,136,920
Contract administrator fees2021-05-31$2,855,803
Liabilities. Value of benefit claims payable at end of year2021-05-31$12,010,474
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$11,363,531
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$29,221
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$39,086
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$175,946
Aggregate carrying amount (costs) on sale of assets2021-05-31$174,479
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-05-31320043599
2020 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$-2,031,131
Total unrealized appreciation/depreciation of assets2020-05-31$-2,031,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$16,470,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$18,613,093
Total income from all sources (including contributions)2020-05-31$213,666,609
Total loss/gain on sale of assets2020-05-31$64
Total of all expenses incurred2020-05-31$200,876,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$196,026,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$199,766,743
Value of total assets at end of year2020-05-31$275,244,066
Value of total assets at beginning of year2020-05-31$264,597,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$4,850,854
Total interest from all sources2020-05-31$70,464
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$6,239,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$6,239,721
Administrative expenses professional fees incurred2020-05-31$294,588
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$14,935,919
Participant contributions at end of year2020-05-31$306,140
Participant contributions at beginning of year2020-05-31$203,910
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$4,640,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$4,805,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$2,631,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$4,253,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$4,270,431
Other income not declared elsewhere2020-05-31$6,928,229
Administrative expenses (other) incurred2020-05-31$1,300,828
Liabilities. Value of operating payables at end of year2020-05-31$852,954
Liabilities. Value of operating payables at beginning of year2020-05-31$695,399
Total non interest bearing cash at end of year2020-05-31$7,045,817
Total non interest bearing cash at beginning of year2020-05-31$6,315,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$12,789,716
Value of net assets at end of year (total assets less liabilities)2020-05-31$258,773,894
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$245,984,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Assets. partnership/joint venture interests at end of year2020-05-31$5,258,405
Assets. partnership/joint venture interests at beginning of year2020-05-31$5,440,044
Investment advisory and management fees2020-05-31$603,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$234,993,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$229,372,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$5,332,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$2,448,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$2,448,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$70,464
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$16,538,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$2,692,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$184,830,824
Employer contributions (assets) at end of year2020-05-31$17,463,740
Employer contributions (assets) at beginning of year2020-05-31$18,125,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$174,846,876
Contract administrator fees2020-05-31$2,651,819
Liabilities. Value of benefit claims payable at end of year2020-05-31$11,363,531
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$13,647,263
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$39,086
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$60,018
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$64
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-05-31320043599
2019 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$404,219
Total unrealized appreciation/depreciation of assets2019-05-31$404,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$18,613,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$29,904,177
Total income from all sources (including contributions)2019-05-31$199,088,911
Total of all expenses incurred2019-05-31$202,120,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$197,627,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$191,004,187
Value of total assets at end of year2019-05-31$264,597,271
Value of total assets at beginning of year2019-05-31$278,920,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$4,493,769
Total interest from all sources2019-05-31$97,739
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$6,181,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$6,181,710
Administrative expenses professional fees incurred2019-05-31$713,240
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$13,478,311
Participant contributions at end of year2019-05-31$203,910
Participant contributions at beginning of year2019-05-31$271,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$3,559,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$2,631,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$2,070,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$4,270,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$4,412,272
Other income not declared elsewhere2019-05-31$4,304,143
Administrative expenses (other) incurred2019-05-31$681,386
Liabilities. Value of operating payables at end of year2019-05-31$695,399
Liabilities. Value of operating payables at beginning of year2019-05-31$754,666
Total non interest bearing cash at end of year2019-05-31$6,315,814
Total non interest bearing cash at beginning of year2019-05-31$9,794,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-3,031,899
Value of net assets at end of year (total assets less liabilities)2019-05-31$245,984,178
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$249,016,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Assets. partnership/joint venture interests at end of year2019-05-31$5,440,044
Assets. partnership/joint venture interests at beginning of year2019-05-31$6,265,460
Investment advisory and management fees2019-05-31$600,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$229,372,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$239,553,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$2,448,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$4,451,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$4,451,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$97,739
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$14,567,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-2,903,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$177,525,876
Employer contributions (assets) at end of year2019-05-31$18,125,409
Employer contributions (assets) at beginning of year2019-05-31$16,473,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$179,500,213
Contract administrator fees2019-05-31$2,498,267
Liabilities. Value of benefit claims payable at end of year2019-05-31$13,647,263
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$24,737,239
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$60,018
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$40,594
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-05-31320043599
2018 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$526,094
Total unrealized appreciation/depreciation of assets2018-05-31$526,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$29,904,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$24,764,248
Total income from all sources (including contributions)2018-05-31$195,313,412
Total of all expenses incurred2018-05-31$185,035,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$180,313,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$178,492,295
Value of total assets at end of year2018-05-31$278,920,254
Value of total assets at beginning of year2018-05-31$263,502,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$4,721,509
Total interest from all sources2018-05-31$23,533
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$4,912,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$4,912,990
Administrative expenses professional fees incurred2018-05-31$1,036,750
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$12,923,279
Participant contributions at end of year2018-05-31$271,898
Participant contributions at beginning of year2018-05-31$238,629
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$3,360,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$2,070,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$1,883,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$4,412,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$3,931,603
Other income not declared elsewhere2018-05-31$3,853,017
Administrative expenses (other) incurred2018-05-31$672,113
Liabilities. Value of operating payables at end of year2018-05-31$754,666
Liabilities. Value of operating payables at beginning of year2018-05-31$878,676
Total non interest bearing cash at end of year2018-05-31$9,794,077
Total non interest bearing cash at beginning of year2018-05-31$7,833,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$10,278,242
Value of net assets at end of year (total assets less liabilities)2018-05-31$249,016,077
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$238,737,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Assets. partnership/joint venture interests at end of year2018-05-31$6,265,460
Assets. partnership/joint venture interests at beginning of year2018-05-31$6,072,183
Investment advisory and management fees2018-05-31$639,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$239,553,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$216,217,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$4,451,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$15,811,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$15,811,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$23,533
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$13,193,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$7,505,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$165,569,016
Employer contributions (assets) at end of year2018-05-31$16,473,018
Employer contributions (assets) at beginning of year2018-05-31$15,423,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$163,760,067
Contract administrator fees2018-05-31$2,373,602
Liabilities. Value of benefit claims payable at end of year2018-05-31$24,737,239
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$19,953,969
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$40,594
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$21,218
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-05-31320043599
2017 : OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$531,038
Total unrealized appreciation/depreciation of assets2017-05-31$531,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$24,764,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$22,089,320
Total income from all sources (including contributions)2017-05-31$192,473,358
Total of all expenses incurred2017-05-31$176,556,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$171,691,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$168,895,420
Value of total assets at end of year2017-05-31$263,502,083
Value of total assets at beginning of year2017-05-31$244,910,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$4,864,788
Total interest from all sources2017-05-31$62
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$4,420,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$4,420,435
Administrative expenses professional fees incurred2017-05-31$854,307
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$11,855,423
Participant contributions at end of year2017-05-31$238,629
Participant contributions at beginning of year2017-05-31$241,897
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$3,519,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$1,883,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$893,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$3,931,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$3,349,192
Other income not declared elsewhere2017-05-31$2,928,513
Administrative expenses (other) incurred2017-05-31$1,141,715
Liabilities. Value of operating payables at end of year2017-05-31$878,676
Liabilities. Value of operating payables at beginning of year2017-05-31$927,871
Total non interest bearing cash at end of year2017-05-31$7,833,720
Total non interest bearing cash at beginning of year2017-05-31$11,628,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$15,916,898
Value of net assets at end of year (total assets less liabilities)2017-05-31$238,737,835
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$222,820,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Assets. partnership/joint venture interests at end of year2017-05-31$6,072,183
Assets. partnership/joint venture interests at beginning of year2017-05-31$5,825,811
Investment advisory and management fees2017-05-31$588,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$216,217,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$202,435,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$15,811,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$9,923,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$9,923,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$62
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$10,357,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$15,697,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$157,039,997
Employer contributions (assets) at end of year2017-05-31$15,423,194
Employer contributions (assets) at beginning of year2017-05-31$13,957,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$157,814,914
Contract administrator fees2017-05-31$2,280,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Liabilities. Value of benefit claims payable at end of year2017-05-31$19,953,969
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$17,812,257
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$21,218
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$4,060
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-05-31320043599

Form 5500 Responses for OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND

2022: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: OPERATING ENGINEERS #49 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number051010
Policy instance 2
Insurance contract or identification number051010
Number of Individuals Covered2946
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,469,603
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 1
Insurance contract or identification numberH2001
Number of Individuals Covered4625
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
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 $5,353,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317796, 317798
Policy instance 3
Insurance contract or identification number317796, 317798
Number of Individuals Covered4247
Insurance policy start date2021-06-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $34,000
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,560,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,000
Insurance broker organization code?3
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number051010
Policy instance 2
Insurance contract or identification number051010
Number of Individuals Covered2691
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,326,712
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 1
Insurance contract or identification numberH2001
Number of Individuals Covered4338
Insurance policy start date2022-01-01
Insurance policy end date2022-05-31
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 $2,189,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317796, 317798
Policy instance 2
Insurance contract or identification number317796, 317798
Number of Individuals Covered4204
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $1,275,500
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,369,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,275,500
Insurance broker organization code?3
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number051010
Policy instance 1
Insurance contract or identification number051010
Number of Individuals Covered2458
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,324,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract number0YR0290PB
Policy instance 2
Insurance contract or identification number0YR0290PB
Number of Individuals Covered4071
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 $8,992,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number0000077435
Policy instance 1
Insurance contract or identification number0000077435
Number of Individuals Covered1353
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,143,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract number0YR0290PB
Policy instance 2
Insurance contract or identification number0YR0290PB
Number of Individuals Covered4044
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 $10,274,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number0000077435
Policy instance 1
Insurance contract or identification number0000077435
Number of Individuals Covered1299
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,051,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number0000077435
Policy instance 2
Insurance contract or identification number0000077435
Number of Individuals Covered1200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $960,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM147, YR029
Policy instance 1
Insurance contract or identification numberYM147, YR029
Number of Individuals Covered3947
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 $10,012,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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