TRUSTEES OF PRESSMEN WELFARE FUND has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023 : PRESSMEN WELFARE FUND 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $6,582 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,218 |
Total income from all sources (including contributions) | 2023-12-31 | $2,042,822 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $2,063,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,880,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,913,572 |
Value of total assets at end of year | 2023-12-31 | $1,240,161 |
Value of total assets at beginning of year | 2023-12-31 | $1,256,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $182,845 |
Total interest from all sources | 2023-12-31 | $7,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $7,564 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $323,959 |
Participant contributions at end of year | 2023-12-31 | $30,974 |
Participant contributions at beginning of year | 2023-12-31 | $66,730 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $6 |
Administrative expenses (other) incurred | 2023-12-31 | $28,368 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $6,582 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $2,218 |
Total non interest bearing cash at end of year | 2023-12-31 | $229,472 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $209,992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $-20,230 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,233,579 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,253,809 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $727,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $744,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $82,961 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $101,439 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $101,439 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $7,586 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $1,880,207 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $114,100 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,589,613 |
Employer contributions (assets) at end of year | 2023-12-31 | $161,939 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $129,498 |
Income. Dividends from preferred stock | 2023-12-31 | $7,564 |
Contract administrator fees | 2023-12-31 | $120,020 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2023-12-31 | $7,418 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-12-31 | $3,629 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2023-12-31 | 222027092 |
2022 : PRESSMEN WELFARE FUND 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,218 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,618 |
Total income from all sources (including contributions) | 2022-12-31 | $1,486,511 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,924,426 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,742,961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,649,740 |
Value of total assets at end of year | 2022-12-31 | $1,256,027 |
Value of total assets at beginning of year | 2022-12-31 | $1,698,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $181,465 |
Total interest from all sources | 2022-12-31 | $1,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,487 |
Administrative expenses professional fees incurred | 2022-12-31 | $45,387 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $227,169 |
Participant contributions at end of year | 2022-12-31 | $66,730 |
Participant contributions at beginning of year | 2022-12-31 | $50,556 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $6,807 |
Other income not declared elsewhere | 2022-12-31 | $126 |
Administrative expenses (other) incurred | 2022-12-31 | $19,554 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $2,218 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $6,618 |
Total non interest bearing cash at end of year | 2022-12-31 | $209,992 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $514,573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-437,915 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,253,809 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,691,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $744,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $909,611 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $101,439 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $100,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $100,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,524 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,742,961 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-177,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,422,571 |
Employer contributions (assets) at end of year | 2022-12-31 | $129,498 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $116,795 |
Contract administrator fees | 2022-12-31 | $116,524 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $3,629 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN, P.C. |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : PRESSMEN WELFARE FUND 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $56,618 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,435 |
Total income from all sources (including contributions) | 2021-12-31 | $1,612,738 |
Total of all expenses incurred | 2021-12-31 | $1,797,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,632,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,410,044 |
Value of total assets at end of year | 2021-12-31 | $1,748,342 |
Value of total assets at beginning of year | 2021-12-31 | $1,878,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $164,428 |
Total interest from all sources | 2021-12-31 | $138 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $31,891 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $67,263 |
Participant contributions at end of year | 2021-12-31 | $50,556 |
Participant contributions at beginning of year | 2021-12-31 | $34,907 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $6,807 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $14,383 |
Other income not declared elsewhere | 2021-12-31 | $23 |
Administrative expenses (other) incurred | 2021-12-31 | $19,413 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $56,618 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $2,435 |
Total non interest bearing cash at end of year | 2021-12-31 | $564,573 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $803,601 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-184,383 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,691,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,876,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $909,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $706,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $100,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $200,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $200,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $138 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,632,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $202,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,342,781 |
Employer contributions (assets) at end of year | 2021-12-31 | $116,795 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $118,832 |
Contract administrator fees | 2021-12-31 | $113,124 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CALIBRE CPA GROUP, PLLC |
Accountancy firm EIN | 2021-12-31 | 470900880 |
2020 : PRESSMEN WELFARE FUND 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,435 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $9,084 |
Total income from all sources (including contributions) | 2020-12-31 | $1,632,178 |
Total of all expenses incurred | 2020-12-31 | $1,917,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,736,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,512,565 |
Value of total assets at end of year | 2020-12-31 | $1,878,542 |
Value of total assets at beginning of year | 2020-12-31 | $2,170,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $180,856 |
Total interest from all sources | 2020-12-31 | $9,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $47,391 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $93,396 |
Participant contributions at end of year | 2020-12-31 | $34,907 |
Participant contributions at beginning of year | 2020-12-31 | $63,315 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $14,383 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $9,535 |
Other income not declared elsewhere | 2020-12-31 | $396 |
Administrative expenses (other) incurred | 2020-12-31 | $13,456 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $2,435 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $9,084 |
Total non interest bearing cash at end of year | 2020-12-31 | $803,601 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $867,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-285,543 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,876,107 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,161,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $706,819 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $597,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $200,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $500,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $500,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $9,398 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,736,865 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $109,819 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,419,169 |
Employer contributions (assets) at end of year | 2020-12-31 | $118,832 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $133,468 |
Contract administrator fees | 2020-12-31 | $120,009 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Qualified |
Accountancy firm name | 2020-12-31 | CALIBRE CPA GROUP, PLLC |
Accountancy firm EIN | 2020-12-31 | 470900880 |
2019 : PRESSMEN WELFARE FUND 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,084 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $13,407 |
Total income from all sources (including contributions) | 2019-12-31 | $2,317,276 |
Total of all expenses incurred | 2019-12-31 | $2,144,920 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,952,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,133,870 |
Value of total assets at end of year | 2019-12-31 | $2,170,734 |
Value of total assets at beginning of year | 2019-12-31 | $2,002,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $192,107 |
Total interest from all sources | 2019-12-31 | $8,081 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $47,915 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $442,153 |
Participant contributions at end of year | 2019-12-31 | $63,315 |
Participant contributions at beginning of year | 2019-12-31 | $2,103 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $9,535 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $449,379 |
Other income not declared elsewhere | 2019-12-31 | $32,415 |
Administrative expenses (other) incurred | 2019-12-31 | $35,185 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $9,084 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $13,407 |
Total non interest bearing cash at end of year | 2019-12-31 | $867,416 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $454,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $172,356 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,161,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,989,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $597,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $454,090 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $500,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $500,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $500,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $8,081 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,952,813 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $142,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,691,717 |
Employer contributions (assets) at end of year | 2019-12-31 | $133,468 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $142,142 |
Contract administrator fees | 2019-12-31 | $109,007 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CALIBRE CPA GROUP, PLLC |
Accountancy firm EIN | 2019-12-31 | 470900880 |
2018 : PRESSMEN WELFARE FUND 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $13,407 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $13,640 |
Total income from all sources (including contributions) | 2018-12-31 | $2,160,244 |
Total of all expenses incurred | 2018-12-31 | $2,196,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,022,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,102,100 |
Value of total assets at end of year | 2018-12-31 | $2,002,701 |
Value of total assets at beginning of year | 2018-12-31 | $2,039,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $173,636 |
Total interest from all sources | 2018-12-31 | $28,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $41,185 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $442,732 |
Participant contributions at end of year | 2018-12-31 | $2,103 |
Participant contributions at beginning of year | 2018-12-31 | $42,830 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $449,379 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $347,441 |
Other income not declared elsewhere | 2018-12-31 | $180,088 |
Administrative expenses (other) incurred | 2018-12-31 | $23,442 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $13,407 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $13,640 |
Total non interest bearing cash at end of year | 2018-12-31 | $454,987 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $395,067 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-36,313 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,989,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,025,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $454,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $815,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $500,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $300,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $300,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $28,826 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $2,022,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-150,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,659,368 |
Employer contributions (assets) at end of year | 2018-12-31 | $142,142 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $138,083 |
Contract administrator fees | 2018-12-31 | $109,009 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CALIBRE CPA GROUP, PLLC |
Accountancy firm EIN | 2018-12-31 | 470900880 |
2017 : PRESSMEN WELFARE FUND 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $13,640 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $11,852 |
Total income from all sources (including contributions) | 2017-12-31 | $2,879,025 |
Total of all expenses incurred | 2017-12-31 | $2,958,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,784,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,712,778 |
Value of total assets at end of year | 2017-12-31 | $2,039,247 |
Value of total assets at beginning of year | 2017-12-31 | $2,116,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $173,939 |
Total interest from all sources | 2017-12-31 | $7,028 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $38,676 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $699,686 |
Participant contributions at end of year | 2017-12-31 | $42,830 |
Participant contributions at beginning of year | 2017-12-31 | $61,937 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $347,441 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $13,419 |
Other income not declared elsewhere | 2017-12-31 | $5,033 |
Administrative expenses (other) incurred | 2017-12-31 | $26,254 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $13,640 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $11,852 |
Total non interest bearing cash at end of year | 2017-12-31 | $395,067 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $297,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-79,242 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,025,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,104,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $815,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $761,522 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $300,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $800,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $800,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $7,028 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $2,784,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $154,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,013,092 |
Employer contributions (assets) at end of year | 2017-12-31 | $138,083 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $182,718 |
Contract administrator fees | 2017-12-31 | $109,009 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2017-12-31 | 208078757 |
2016 : PRESSMEN WELFARE FUND 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,852 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $27,051 |
Total income from all sources (including contributions) | 2016-12-31 | $3,200,712 |
Total of all expenses incurred | 2016-12-31 | $3,267,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,105,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,115,718 |
Value of total assets at end of year | 2016-12-31 | $2,116,701 |
Value of total assets at beginning of year | 2016-12-31 | $2,198,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $162,469 |
Total interest from all sources | 2016-12-31 | $2,699 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $27,603 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $865,182 |
Participant contributions at end of year | 2016-12-31 | $61,937 |
Participant contributions at beginning of year | 2016-12-31 | $69,074 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $13,419 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $11,203 |
Other income not declared elsewhere | 2016-12-31 | $1,492 |
Administrative expenses (other) incurred | 2016-12-31 | $26,366 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $11,852 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $27,051 |
Total non interest bearing cash at end of year | 2016-12-31 | $297,105 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $446,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-66,916 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,104,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,171,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $761,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $680,719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $800,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $800,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $800,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,699 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $3,105,159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $80,803 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,250,536 |
Employer contributions (assets) at end of year | 2016-12-31 | $182,718 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $191,706 |
Contract administrator fees | 2016-12-31 | $108,500 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2016-12-31 | 208078757 |
2015 : PRESSMEN WELFARE FUND 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $27,051 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $9,487 |
Total income from all sources (including contributions) | 2015-12-31 | $3,040,215 |
Total of all expenses incurred | 2015-12-31 | $3,084,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,905,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,021,245 |
Value of total assets at end of year | 2015-12-31 | $2,198,816 |
Value of total assets at beginning of year | 2015-12-31 | $2,226,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $179,919 |
Total interest from all sources | 2015-12-31 | $4,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $19,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $19,315 |
Administrative expenses professional fees incurred | 2015-12-31 | $48,419 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $738,698 |
Participant contributions at end of year | 2015-12-31 | $69,074 |
Participant contributions at beginning of year | 2015-12-31 | $53,206 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $11,203 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $10,509 |
Other income not declared elsewhere | 2015-12-31 | $1,553 |
Administrative expenses (other) incurred | 2015-12-31 | $24,604 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $27,051 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $9,487 |
Total non interest bearing cash at end of year | 2015-12-31 | $446,114 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $486,564 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-44,781 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,171,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,216,546 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $680,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $782,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $800,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $700,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $700,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4,066 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $2,905,077 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-5,964 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,282,547 |
Employer contributions (assets) at end of year | 2015-12-31 | $191,706 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $193,582 |
Contract administrator fees | 2015-12-31 | $106,896 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2015-12-31 | 208078757 |
2014 : PRESSMEN WELFARE FUND 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $9,487 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $22,169 |
Total income from all sources (including contributions) | 2014-12-31 | $3,206,978 |
Total of all expenses incurred | 2014-12-31 | $3,145,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,969,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,114,859 |
Value of total assets at end of year | 2014-12-31 | $2,226,033 |
Value of total assets at beginning of year | 2014-12-31 | $2,177,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $175,978 |
Total interest from all sources | 2014-12-31 | $2,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $13,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $13,642 |
Administrative expenses professional fees incurred | 2014-12-31 | $32,048 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $737,824 |
Participant contributions at end of year | 2014-12-31 | $53,206 |
Participant contributions at beginning of year | 2014-12-31 | $65,797 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $10,509 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $14,062 |
Other income not declared elsewhere | 2014-12-31 | $14,342 |
Administrative expenses (other) incurred | 2014-12-31 | $37,871 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $9,487 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $22,169 |
Total non interest bearing cash at end of year | 2014-12-31 | $486,564 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $451,229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $61,295 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,216,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,155,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $782,172 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $356,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $700,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $950,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $950,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,009 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,969,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $62,126 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,377,035 |
Employer contributions (assets) at end of year | 2014-12-31 | $193,582 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $339,928 |
Contract administrator fees | 2014-12-31 | $106,059 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2014-12-31 | 208078757 |
2013 : PRESSMEN WELFARE FUND 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $22,169 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $19,648 |
Total income from all sources (including contributions) | 2013-12-31 | $3,532,362 |
Total of all expenses incurred | 2013-12-31 | $3,463,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,257,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,459,018 |
Value of total assets at end of year | 2013-12-31 | $2,177,420 |
Value of total assets at beginning of year | 2013-12-31 | $2,105,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $205,987 |
Total interest from all sources | 2013-12-31 | $8,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $5,792 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $5,792 |
Administrative expenses professional fees incurred | 2013-12-31 | $58,642 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $703,466 |
Participant contributions at end of year | 2013-12-31 | $65,797 |
Participant contributions at beginning of year | 2013-12-31 | $52,756 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $14,062 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $15,158 |
Other income not declared elsewhere | 2013-12-31 | $8,433 |
Administrative expenses (other) incurred | 2013-12-31 | $43,077 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $22,169 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $19,648 |
Total non interest bearing cash at end of year | 2013-12-31 | $451,229 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $565,112 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $69,235 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,155,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,086,016 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $356,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $950,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,250,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,250,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $8,508 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $3,257,140 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $50,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,755,552 |
Employer contributions (assets) at end of year | 2013-12-31 | $339,928 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $222,638 |
Contract administrator fees | 2013-12-31 | $104,268 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2013-12-31 | 208078757 |
2012 : PRESSMEN WELFARE FUND 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $19,648 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,615 |
Total income from all sources (including contributions) | 2012-12-31 | $3,449,892 |
Total of all expenses incurred | 2012-12-31 | $3,453,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,285,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,413,528 |
Value of total assets at end of year | 2012-12-31 | $2,105,664 |
Value of total assets at beginning of year | 2012-12-31 | $2,098,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $167,879 |
Total interest from all sources | 2012-12-31 | $10,190 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $37,499 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $737,200 |
Participant contributions at end of year | 2012-12-31 | $52,756 |
Participant contributions at beginning of year | 2012-12-31 | $55,663 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $15,158 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,911 |
Other income not declared elsewhere | 2012-12-31 | $26,174 |
Administrative expenses (other) incurred | 2012-12-31 | $26,112 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $19,648 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $9,615 |
Total non interest bearing cash at end of year | 2012-12-31 | $565,112 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $539,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-3,227 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,086,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,089,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,250,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,250,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,250,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $10,190 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $3,285,240 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,676,328 |
Employer contributions (assets) at end of year | 2012-12-31 | $222,638 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $246,864 |
Contract administrator fees | 2012-12-31 | $104,268 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2012-12-31 | 208078757 |
2011 : PRESSMEN WELFARE FUND 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,615 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,501 |
Total income from all sources (including contributions) | 2011-12-31 | $3,510,380 |
Total of all expenses incurred | 2011-12-31 | $3,458,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,309,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,491,126 |
Value of total assets at end of year | 2011-12-31 | $2,098,858 |
Value of total assets at beginning of year | 2011-12-31 | $2,045,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $149,058 |
Total interest from all sources | 2011-12-31 | $11,233 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $24,085 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $635,331 |
Participant contributions at end of year | 2011-12-31 | $55,663 |
Participant contributions at beginning of year | 2011-12-31 | $51,712 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,911 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,497 |
Other income not declared elsewhere | 2011-12-31 | $8,021 |
Administrative expenses (other) incurred | 2011-12-31 | $23,189 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $9,615 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $8,501 |
Total non interest bearing cash at end of year | 2011-12-31 | $539,420 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $539,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $52,048 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,089,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,037,195 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $101,784 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,250,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,200,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,200,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $11,233 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,309,274 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,855,795 |
Employer contributions (assets) at end of year | 2011-12-31 | $246,864 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $244,921 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2011-12-31 | 208078757 |
2010 : PRESSMEN WELFARE FUND 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $8,501 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $16,947 |
Total income from all sources (including contributions) | 2010-12-31 | $3,422,364 |
Total of all expenses incurred | 2010-12-31 | $3,382,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,214,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,404,249 |
Value of total assets at end of year | 2010-12-31 | $2,045,696 |
Value of total assets at beginning of year | 2010-12-31 | $2,014,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $167,611 |
Total interest from all sources | 2010-12-31 | $15,327 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $41,091 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $544,313 |
Participant contributions at end of year | 2010-12-31 | $51,712 |
Participant contributions at beginning of year | 2010-12-31 | $51,806 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $9,497 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,437 |
Other income not declared elsewhere | 2010-12-31 | $2,788 |
Administrative expenses (other) incurred | 2010-12-31 | $27,220 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $8,501 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $16,947 |
Total non interest bearing cash at end of year | 2010-12-31 | $539,566 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $349,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $39,815 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,037,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,997,380 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $99,300 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,200,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,350,844 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,350,844 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $15,327 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,214,938 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,859,936 |
Employer contributions (assets) at end of year | 2010-12-31 | $244,921 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $255,515 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2010-12-31 | 208078757 |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 4 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 134 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2024-01-01 | Total amount of commissions paid to insurance broker | USD $1,337 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $26,748 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 134 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2024-01-01 | Total amount of commissions paid to insurance broker | USD $1,790 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $17,900 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989 |
Policy instance | 2 |
Insurance contract or identification number | 17989 | Number of Individuals Covered | 262 | Insurance policy start date | 2022-10-01 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,830,405 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3344810 |
Policy instance | 1 |
Insurance contract or identification number | 3344810 | Number of Individuals Covered | 86 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $1,911 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $34,627 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3344810 |
Policy instance | 1 |
Insurance contract or identification number | 3344810 | Number of Individuals Covered | 91 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,877 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $34,000 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,877 | Insurance broker organization code? | 3 |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989 |
Policy instance | 2 |
Insurance contract or identification number | 17989 | Number of Individuals Covered | 239 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,608,069 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 128 | Insurance policy start date | 2021-06-01 | Insurance policy end date | 2022-06-01 | Total amount of commissions paid to insurance broker | USD $1,644 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $16,443 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,644 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 128 | Insurance policy start date | 2021-06-01 | Insurance policy end date | 2022-06-01 | Total amount of commissions paid to insurance broker | USD $1,644 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,443 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,644 | Insurance broker organization code? | 3 |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 256 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,547,524 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 148 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $34,358 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 140 | Insurance policy start date | 2020-06-01 | Insurance policy end date | 2021-06-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,992 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 169 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,047 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 255 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,702,920 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 140 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-06-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,155 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 262 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $34,183 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 328 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,895,857 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 390 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,079,820 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 91 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-06-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,540 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 253 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $47,292 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 3 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 104 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-06-01 | Total amount of commissions paid to insurance broker | USD $1,982 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,909 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,982 | Insurance broker organization code? | 3 | Insurance broker name | ED CHICOSKI |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 316 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,988 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 544 | Insurance policy start date | 2016-10-01 | Insurance policy end date | 2017-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,441,618 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AWQQ |
Policy instance | 5 |
Insurance contract or identification number | G000AWQQ | Number of Individuals Covered | 223 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-06-01 | Total amount of commissions paid to insurance broker | USD $1,546 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,914 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,546 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | ED CHICOSKI |
|
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
Policy contract number | 30HS04 |
Policy instance | 4 |
Insurance contract or identification number | 30HS04 | Number of Individuals Covered | 255 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-06-01 | Total amount of commissions paid to insurance broker | USD $688 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LIFE AND AD&D | Welfare Benefit Premiums Paid to Carrier | USD $13,759 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $688 | Insurance broker organization code? | 3 | Insurance broker name | ED CHICOSKI |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 373 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $62,227 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 591 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,684,813 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
Policy contract number | 26MD04 |
Policy instance | 3 |
Insurance contract or identification number | 26MD04 | Number of Individuals Covered | 255 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $843 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,343 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $843 | Insurance broker organization code? | 3 | Insurance broker name | ED CHICOSKI |
|
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
Policy contract number | 30HS04 |
Policy instance | 4 |
Insurance contract or identification number | 30HS04 | Number of Individuals Covered | 248 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,895 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | LIFE AND AD&D | Welfare Benefit Premiums Paid to Carrier | USD $37,894 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,895 | Insurance broker organization code? | 3 | Insurance broker name | ED CHICOSKI |
|
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
Policy contract number | 26MD04 |
Policy instance | 3 |
Insurance contract or identification number | 26MD04 | Number of Individuals Covered | 248 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,298 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,978 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,298 | Insurance broker organization code? | 3 | Insurance broker name | ED CHICOSKI |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 392 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $67,073 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 623 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,900,162 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 2 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 426 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $73,015 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AKES |
Policy instance | 3 |
Insurance contract or identification number | G000AKES | Number of Individuals Covered | 288 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,303 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $46,059 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,303 | Additional information about fees paid to insurance broker | BROKER OF RECORD | Insurance broker organization code? | 3 | Insurance broker name | LAKESHORE BEN GRP INS BROKERAGE |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AKES |
Policy instance | 4 |
Insurance contract or identification number | G000AKES | Number of Individuals Covered | 288 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,524 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | LIFE AND AD&D | Welfare Benefit Premiums Paid to Carrier | USD $25,244 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,524 | Additional information about fees paid to insurance broker | BROKER OF RECORD | Insurance broker organization code? | 3 | Insurance broker name | LAKESHORE BEN GRP INS BROKERAGE |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 745 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,835,949 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AKES |
Policy instance | 4 |
Insurance contract or identification number | G000AKES | Number of Individuals Covered | 294 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,332 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,332 | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | Insurance broker organization code? | 3 | Insurance broker name | |
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GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | 01GDS29 |
Policy instance | 3 |
Insurance contract or identification number | 01GDS29 | Number of Individuals Covered | 438 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-2 |
Policy instance | 2 |
Insurance contract or identification number | 17989-2 | Number of Individuals Covered | 71 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 751 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-2 |
Policy instance | 3 |
Insurance contract or identification number | 17989-2 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-8 |
Policy instance | 10 |
Insurance contract or identification number | 17989-8 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 790 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 129487 |
Policy instance | 4 |
Insurance contract or identification number | GL 129487 | Number of Individuals Covered | 312 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-690 |
Policy instance | 11 |
Insurance contract or identification number | 17989-690 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-5 |
Policy instance | 9 |
Insurance contract or identification number | 17989-5 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-4 |
Policy instance | 8 |
Insurance contract or identification number | 17989-4 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-1 |
Policy instance | 2 |
Insurance contract or identification number | 17989-1 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-3 |
Policy instance | 7 |
Insurance contract or identification number | 17989-3 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | PRESSMEN LOC 72 |
Policy instance | 6 |
Insurance contract or identification number | PRESSMEN LOC 72 | Number of Individuals Covered | 466 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | G 150180 |
Policy instance | 5 |
Insurance contract or identification number | G 150180 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | WEEKLY INCOME | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-3 |
Policy instance | 7 |
Insurance contract or identification number | 17989-3 | Number of Individuals Covered | 3 | Insurance policy start date | 2009-10-01 | Insurance policy end date | 2010-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-0 |
Policy instance | 1 |
Insurance contract or identification number | 17989-0 | Number of Individuals Covered | 487 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-1 |
Policy instance | 2 |
Insurance contract or identification number | 17989-1 | Number of Individuals Covered | 280 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-2 |
Policy instance | 3 |
Insurance contract or identification number | 17989-2 | Number of Individuals Covered | 51 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 129487 |
Policy instance | 4 |
Insurance contract or identification number | GL 129487 | Number of Individuals Covered | 323 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,476 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,476 | Insurance broker organization code? | 3 | Insurance broker name | SAM FRUCHT |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | G 150180 |
Policy instance | 5 |
Insurance contract or identification number | G 150180 | Number of Individuals Covered | 323 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $4,641 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | WEEKLY INCOME | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,641 | Insurance broker organization code? | 3 | Insurance broker name | SAM FRUCHT |
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GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 ) |
Policy contract number | PRESSMEN LOC 72 |
Policy instance | 6 |
Insurance contract or identification number | PRESSMEN LOC 72 | Number of Individuals Covered | 471 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-4 |
Policy instance | 8 |
Insurance contract or identification number | 17989-4 | Number of Individuals Covered | 4 | Insurance policy start date | 2009-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-5 |
Policy instance | 9 |
Insurance contract or identification number | 17989-5 | Number of Individuals Covered | 0 | Insurance policy start date | 2009-10-01 | Insurance policy end date | 2010-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-8 |
Policy instance | 10 |
Insurance contract or identification number | 17989-8 | Number of Individuals Covered | 4 | Insurance policy start date | 2009-10-01 | Insurance policy end date | 2010-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
Policy contract number | 17989-690 |
Policy instance | 11 |
Insurance contract or identification number | 17989-690 | Number of Individuals Covered | 0 | Insurance policy start date | 2009-10-01 | Insurance policy end date | 2010-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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