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SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameSHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND
Plan identification number 501

SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES, SHOPMEN'S IRONWORKERS HEALTH TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES, SHOPMEN'S IRONWORKERS HEALTH TRUST FUND
Employer identification number (EIN):237252041
NAIC Classification:325300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-08-01
5012020-08-01
5012019-08-01
5012018-08-01
5012017-08-01BRAIN CHAPMAN2019-02-13
5012017-08-01
5012016-08-01TRUSTEE TRUSTEE2018-02-02
5012015-08-01TRUSTEE TRUSTEE2017-02-02
5012014-08-01TRUSTEE TRUSTEE2016-02-04
5012013-08-01TRUSTEE TRUSTEE2015-02-05
5012012-08-01BRIAN P. CHAPMAN SAMUEL MARTINEZ2014-02-06
5012011-08-01BRIAN P. CHAPMAN SAMUEL MARTINEZ2013-01-31
5012009-08-01BRIAN P. CHAPMAN SAMUEL MARTINEZ2011-02-07

Plan Statistics for SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND

Measure Date Value
2021: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-08-01496
Total number of active participants reported on line 7a of the Form 55002021-08-01452
Total of all active and inactive participants2021-08-01452
Total participants2021-08-01452
Number of employers contributing to the scheme2021-08-0127
2020: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-08-01530
Total number of active participants reported on line 7a of the Form 55002020-08-01496
Total of all active and inactive participants2020-08-01496
Total participants2020-08-01496
Number of employers contributing to the scheme2020-08-0127
2019: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-08-01579
Total number of active participants reported on line 7a of the Form 55002019-08-01530
Total of all active and inactive participants2019-08-01530
Total participants2019-08-01530
Number of employers contributing to the scheme2019-08-0126
2018: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-08-01538
Total number of active participants reported on line 7a of the Form 55002018-08-01579
Total of all active and inactive participants2018-08-01579
Total participants2018-08-01579
Number of employers contributing to the scheme2018-08-0126
2017: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-08-01511
Total number of active participants reported on line 7a of the Form 55002017-08-01538
Total of all active and inactive participants2017-08-01538
Total participants2017-08-01538
Number of employers contributing to the scheme2017-08-0125
2016: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-08-01511
Total number of active participants reported on line 7a of the Form 55002016-08-01550
Total of all active and inactive participants2016-08-01550
Number of employers contributing to the scheme2016-08-0125
2015: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-08-01539
Total number of active participants reported on line 7a of the Form 55002015-08-01511
Total of all active and inactive participants2015-08-01511
Number of employers contributing to the scheme2015-08-0125
2014: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-08-01531
Total number of active participants reported on line 7a of the Form 55002014-08-01539
Total of all active and inactive participants2014-08-01539
Number of employers contributing to the scheme2014-08-0124
2013: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-08-01511
Total number of active participants reported on line 7a of the Form 55002013-08-01531
Total of all active and inactive participants2013-08-01531
Number of employers contributing to the scheme2013-08-0135
2012: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-08-01488
Total number of active participants reported on line 7a of the Form 55002012-08-01511
Total of all active and inactive participants2012-08-01511
Number of employers contributing to the scheme2012-08-0140
2011: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-08-01476
Total number of active participants reported on line 7a of the Form 55002011-08-01488
Total of all active and inactive participants2011-08-01488
Number of employers contributing to the scheme2011-08-0134
2009: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-08-01582
Total number of active participants reported on line 7a of the Form 55002009-08-01412
Total of all active and inactive participants2009-08-01412
Number of employers contributing to the scheme2009-08-0135

Financial Data on SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND

Measure Date Value
2023 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-07-31$-74,032
Total unrealized appreciation/depreciation of assets2023-07-31$-74,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$689,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$634,072
Total income from all sources (including contributions)2023-07-31$6,683,088
Total loss/gain on sale of assets2023-07-31$67,106
Total of all expenses incurred2023-07-31$6,959,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$6,777,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$6,619,457
Value of total assets at end of year2023-07-31$3,720,167
Value of total assets at beginning of year2023-07-31$3,940,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$181,805
Total interest from all sources2023-07-31$28,294
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$41,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-07-31$41,558
Administrative expenses professional fees incurred2023-07-31$77,955
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Contributions received from participants2023-07-31$909,146
Assets. Other investments not covered elsewhere at end of year2023-07-31$9,066
Assets. Other investments not covered elsewhere at beginning of year2023-07-31$17,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-07-31$3,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-07-31$296
Other income not declared elsewhere2023-07-31$705
Administrative expenses (other) incurred2023-07-31$49,127
Liabilities. Value of operating payables at end of year2023-07-31$135,566
Liabilities. Value of operating payables at beginning of year2023-07-31$38,072
Total non interest bearing cash at end of year2023-07-31$452,633
Total non interest bearing cash at beginning of year2023-07-31$986,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$-276,317
Value of net assets at end of year (total assets less liabilities)2023-07-31$3,030,601
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$3,306,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Investment advisory and management fees2023-07-31$16,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$1,963,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$1,865,190
Value of interest in pooled separate accounts at end of year2023-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-07-31$734,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-07-31$596,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-07-31$596,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-07-31$28,294
Expenses. Payments to insurance carriers foe the provision of benefits2023-07-31$6,777,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31Yes
Was there a failure to transmit to the plan any participant contributions2023-07-31No
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Contributions received in cash from employer2023-07-31$5,710,311
Employer contributions (assets) at end of year2023-07-31$556,545
Employer contributions (assets) at beginning of year2023-07-31$475,051
Contract administrator fees2023-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-07-31No
Liabilities. Value of benefit claims payable at end of year2023-07-31$554,000
Liabilities. Value of benefit claims payable at beginning of year2023-07-31$596,000
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Aggregate proceeds on sale of assets2023-07-31$9,373,078
Aggregate carrying amount (costs) on sale of assets2023-07-31$9,305,972
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31MCMENOMY & ASSOCIATES CPAS LLP
Accountancy firm EIN2023-07-31461559312
2022 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-07-31$-354,542
Total unrealized appreciation/depreciation of assets2022-07-31$-354,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$634,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$714,456
Total income from all sources (including contributions)2022-07-31$6,526,571
Total loss/gain on sale of assets2022-07-31$129,704
Total of all expenses incurred2022-07-31$7,103,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$6,928,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$6,687,271
Value of total assets at end of year2022-07-31$3,940,990
Value of total assets at beginning of year2022-07-31$4,598,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$175,002
Total interest from all sources2022-07-31$939
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$41,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$41,162
Administrative expenses professional fees incurred2022-07-31$80,474
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$951,654
Assets. Other investments not covered elsewhere at end of year2022-07-31$17,965
Assets. Other investments not covered elsewhere at beginning of year2022-07-31$18,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-07-31$296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-07-31$2
Other income not declared elsewhere2022-07-31$22,037
Administrative expenses (other) incurred2022-07-31$40,676
Liabilities. Value of operating payables at end of year2022-07-31$38,072
Liabilities. Value of operating payables at beginning of year2022-07-31$5,303
Total non interest bearing cash at end of year2022-07-31$986,216
Total non interest bearing cash at beginning of year2022-07-31$479,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-577,326
Value of net assets at end of year (total assets less liabilities)2022-07-31$3,306,918
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$3,884,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Investment advisory and management fees2022-07-31$15,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$1,865,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$3,443,867
Value of interest in pooled separate accounts at end of year2022-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-31$596,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-07-31$171,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-07-31$171,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-07-31$939
Expenses. Payments to insurance carriers foe the provision of benefits2022-07-31$6,928,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31Yes
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$5,735,617
Employer contributions (assets) at end of year2022-07-31$475,051
Employer contributions (assets) at beginning of year2022-07-31$486,074
Contract administrator fees2022-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-07-31No
Liabilities. Value of benefit claims payable at end of year2022-07-31$596,000
Liabilities. Value of benefit claims payable at beginning of year2022-07-31$709,153
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Aggregate proceeds on sale of assets2022-07-31$8,160,959
Aggregate carrying amount (costs) on sale of assets2022-07-31$8,031,255
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31MCMENOMY & ASSOCIATES CPAS LLP
Accountancy firm EIN2022-07-31461559312
2021 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-07-31$108,697
Total unrealized appreciation/depreciation of assets2021-07-31$108,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$714,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$681,750
Total income from all sources (including contributions)2021-07-31$7,368,110
Total loss/gain on sale of assets2021-07-31$43,384
Total of all expenses incurred2021-07-31$7,435,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$7,289,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$7,158,760
Value of total assets at end of year2021-07-31$4,598,700
Value of total assets at beginning of year2021-07-31$4,633,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$145,777
Total interest from all sources2021-07-31$29
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$57,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$57,240
Administrative expenses professional fees incurred2021-07-31$61,536
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$1,114,107
Assets. Other investments not covered elsewhere at end of year2021-07-31$18,172
Assets. Other investments not covered elsewhere at beginning of year2021-07-31$14,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-07-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-07-31$28
Administrative expenses (other) incurred2021-07-31$30,734
Liabilities. Value of operating payables at end of year2021-07-31$5,303
Liabilities. Value of operating payables at beginning of year2021-07-31$3,859
Total non interest bearing cash at end of year2021-07-31$479,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$-67,142
Value of net assets at end of year (total assets less liabilities)2021-07-31$3,884,244
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$3,951,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Investment advisory and management fees2021-07-31$14,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$3,443,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$3,234,902
Value of interest in pooled separate accounts at end of year2021-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-07-31$171,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-07-31$822,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-07-31$822,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-07-31$29
Expenses. Payments to insurance carriers foe the provision of benefits2021-07-31$7,289,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31Yes
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$6,044,653
Employer contributions (assets) at end of year2021-07-31$486,074
Employer contributions (assets) at beginning of year2021-07-31$561,038
Contract administrator fees2021-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-07-31No
Liabilities. Value of benefit claims payable at end of year2021-07-31$709,153
Liabilities. Value of benefit claims payable at beginning of year2021-07-31$677,891
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Aggregate proceeds on sale of assets2021-07-31$8,078,090
Aggregate carrying amount (costs) on sale of assets2021-07-31$8,034,706
Opinion of an independent qualified public accountant for this plan2021-07-31Unqualified
Accountancy firm name2021-07-31MCMENOMY & ASSOCIATES CPAS LLP
Accountancy firm EIN2021-07-31461559312
2020 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-07-31$148,171
Total unrealized appreciation/depreciation of assets2020-07-31$148,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$681,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$668,992
Total income from all sources (including contributions)2020-07-31$7,884,738
Total loss/gain on sale of assets2020-07-31$3,089
Total of all expenses incurred2020-07-31$7,606,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$7,430,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$7,652,443
Value of total assets at end of year2020-07-31$4,633,136
Value of total assets at beginning of year2020-07-31$4,342,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$176,341
Total interest from all sources2020-07-31$5,285
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$75,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-07-31$75,750
Administrative expenses professional fees incurred2020-07-31$75,552
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$1,042,466
Assets. Other investments not covered elsewhere at end of year2020-07-31$14,878
Assets. Other investments not covered elsewhere at beginning of year2020-07-31$8,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-07-31$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-07-31$1,176
Administrative expenses (other) incurred2020-07-31$48,179
Liabilities. Value of operating payables at end of year2020-07-31$3,859
Liabilities. Value of operating payables at beginning of year2020-07-31$6,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$277,880
Value of net assets at end of year (total assets less liabilities)2020-07-31$3,951,386
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$3,673,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Investment advisory and management fees2020-07-31$13,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$3,234,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$3,157,890
Value of interest in pooled separate accounts at end of year2020-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-07-31$822,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-07-31$606,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-07-31$606,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-07-31$5,285
Expenses. Payments to insurance carriers foe the provision of benefits2020-07-31$7,430,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31Yes
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$6,609,977
Employer contributions (assets) at end of year2020-07-31$561,038
Employer contributions (assets) at beginning of year2020-07-31$568,527
Contract administrator fees2020-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-07-31No
Liabilities. Value of benefit claims payable at end of year2020-07-31$677,891
Liabilities. Value of benefit claims payable at beginning of year2020-07-31$662,460
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Aggregate proceeds on sale of assets2020-07-31$7,757,881
Aggregate carrying amount (costs) on sale of assets2020-07-31$7,754,792
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31No
Opinion of an independent qualified public accountant for this plan2020-07-31Unqualified
Accountancy firm name2020-07-31MCMENOMY & ASSOCIATES CPAS LLP
Accountancy firm EIN2020-07-31461559312
2019 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-07-31$81,375
Total unrealized appreciation/depreciation of assets2019-07-31$81,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$668,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$639,208
Total income from all sources (including contributions)2019-07-31$7,728,446
Total loss/gain on sale of assets2019-07-31$14,451
Total of all expenses incurred2019-07-31$7,288,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$7,118,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$7,549,355
Value of total assets at end of year2019-07-31$4,342,498
Value of total assets at beginning of year2019-07-31$3,872,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$170,043
Total interest from all sources2019-07-31$10,405
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$72,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-07-31$72,860
Administrative expenses professional fees incurred2019-07-31$73,388
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
If this is an individual account plan, was there a blackout period2019-07-31No
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$929,224
Assets. Other investments not covered elsewhere at end of year2019-07-31$8,775
Assets. Other investments not covered elsewhere at beginning of year2019-07-31$3,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-07-31$1,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-07-31$657
Administrative expenses (other) incurred2019-07-31$43,608
Liabilities. Value of operating payables at end of year2019-07-31$6,532
Liabilities. Value of operating payables at beginning of year2019-07-31$16,558
Total non interest bearing cash at beginning of year2019-07-31$32,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$440,392
Value of net assets at end of year (total assets less liabilities)2019-07-31$3,673,506
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$3,233,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Investment advisory and management fees2019-07-31$14,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$3,157,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$2,649,206
Value of interest in pooled separate accounts at end of year2019-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-07-31$606,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-07-31$658,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-07-31$658,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-07-31$10,405
Expenses. Payments to insurance carriers foe the provision of benefits2019-07-31$7,118,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31Yes
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$6,620,131
Employer contributions (assets) at end of year2019-07-31$568,527
Employer contributions (assets) at beginning of year2019-07-31$527,946
Contract administrator fees2019-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-07-31No
Liabilities. Value of benefit claims payable at end of year2019-07-31$662,460
Liabilities. Value of benefit claims payable at beginning of year2019-07-31$622,650
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Aggregate proceeds on sale of assets2019-07-31$7,655,737
Aggregate carrying amount (costs) on sale of assets2019-07-31$7,641,286
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31No
Opinion of an independent qualified public accountant for this plan2019-07-31Unqualified
Accountancy firm name2019-07-31MCMENOMY & ASSOCIATES CPAS LLP
Accountancy firm EIN2019-07-31461559312
2018 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-07-31$26,962
Total unrealized appreciation/depreciation of assets2018-07-31$26,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$639,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$626,806
Total income from all sources (including contributions)2018-07-31$7,258,060
Total loss/gain on sale of assets2018-07-31$-39,772
Total of all expenses incurred2018-07-31$7,020,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$6,847,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$7,206,635
Value of total assets at end of year2018-07-31$3,872,322
Value of total assets at beginning of year2018-07-31$3,622,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$173,412
Total interest from all sources2018-07-31$7,402
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$56,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$56,833
Administrative expenses professional fees incurred2018-07-31$79,542
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$853,997
Assets. Other investments not covered elsewhere at end of year2018-07-31$3,738
Assets. Other investments not covered elsewhere at beginning of year2018-07-31$3,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-07-31$657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-07-31$635
Administrative expenses (other) incurred2018-07-31$40,190
Liabilities. Value of operating payables at end of year2018-07-31$16,558
Liabilities. Value of operating payables at beginning of year2018-07-31$4,222
Total non interest bearing cash at end of year2018-07-31$32,246
Total non interest bearing cash at beginning of year2018-07-31$41,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$237,325
Value of net assets at end of year (total assets less liabilities)2018-07-31$3,233,114
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$2,995,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$15,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$2,649,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$2,188,610
Value of interest in common/collective trusts at end of year2018-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-07-31$658,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-07-31$839,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-07-31$839,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-07-31$7,402
Expenses. Payments to insurance carriers foe the provision of benefits2018-07-31$6,847,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31Yes
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$6,352,638
Employer contributions (assets) at end of year2018-07-31$527,946
Employer contributions (assets) at beginning of year2018-07-31$549,079
Contract administrator fees2018-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-07-31No
Liabilities. Value of benefit claims payable at end of year2018-07-31$622,650
Liabilities. Value of benefit claims payable at beginning of year2018-07-31$622,584
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Aggregate proceeds on sale of assets2018-07-31$1,112,581
Aggregate carrying amount (costs) on sale of assets2018-07-31$1,152,353
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31No
Opinion of an independent qualified public accountant for this plan2018-07-31Unqualified
Accountancy firm name2018-07-31MCMENOMY & ASSOCIATES CPAS LLP
Accountancy firm EIN2018-07-31461559312
2017 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-07-31$8,494
Total unrealized appreciation/depreciation of assets2017-07-31$8,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$626,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$603,675
Total income from all sources (including contributions)2017-07-31$7,287,850
Total loss/gain on sale of assets2017-07-31$10,525
Total of all expenses incurred2017-07-31$6,985,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$6,818,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$7,224,869
Value of total assets at end of year2017-07-31$3,622,595
Value of total assets at beginning of year2017-07-31$3,297,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$167,118
Total interest from all sources2017-07-31$3,406
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$40,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-31$40,556
Administrative expenses professional fees incurred2017-07-31$71,582
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$732,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-07-31$635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-07-31$129
Administrative expenses (other) incurred2017-07-31$41,890
Liabilities. Value of operating payables at end of year2017-07-31$4,222
Liabilities. Value of operating payables at beginning of year2017-07-31$4,304
Total non interest bearing cash at end of year2017-07-31$41,514
Total non interest bearing cash at beginning of year2017-07-31$43,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$301,929
Value of net assets at end of year (total assets less liabilities)2017-07-31$2,995,789
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$2,693,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Investment advisory and management fees2017-07-31$15,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$2,188,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$2,129,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-07-31$839,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-07-31$591,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-07-31$591,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-07-31$3,406
Expenses. Payments to insurance carriers foe the provision of benefits2017-07-31$6,818,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31Yes
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$6,492,844
Employer contributions (assets) at end of year2017-07-31$549,079
Employer contributions (assets) at beginning of year2017-07-31$530,488
Contract administrator fees2017-07-31$38,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-07-31No
Liabilities. Value of benefit claims payable at end of year2017-07-31$622,584
Liabilities. Value of benefit claims payable at beginning of year2017-07-31$599,371
Assets. Value of buildings and other operty used in plan operation at end of year2017-07-31$3,367
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-07-31$2,901
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Aggregate proceeds on sale of assets2017-07-31$10,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31No
Opinion of an independent qualified public accountant for this plan2017-07-31Unqualified
Accountancy firm name2017-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2017-07-31952556670
2016 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-07-31$31,161
Total unrealized appreciation/depreciation of assets2016-07-31$31,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$603,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$673,296
Total income from all sources (including contributions)2016-07-31$7,308,392
Total loss/gain on sale of assets2016-07-31$3,541
Total of all expenses incurred2016-07-31$7,047,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$6,892,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$7,245,455
Value of total assets at end of year2016-07-31$3,297,535
Value of total assets at beginning of year2016-07-31$3,106,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$155,331
Total interest from all sources2016-07-31$858
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$27,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-31$27,377
Administrative expenses professional fees incurred2016-07-31$63,427
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$535,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-07-31$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-07-31$997
Administrative expenses (other) incurred2016-07-31$38,900
Liabilities. Value of operating payables at end of year2016-07-31$4,304
Liabilities. Value of operating payables at beginning of year2016-07-31$3,528
Total non interest bearing cash at end of year2016-07-31$43,438
Total non interest bearing cash at beginning of year2016-07-31$39,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$260,512
Value of net assets at end of year (total assets less liabilities)2016-07-31$2,693,860
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$2,433,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Investment advisory and management fees2016-07-31$14,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$2,129,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$1,562,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-07-31$591,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-07-31$844,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-07-31$844,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-07-31$858
Expenses. Payments to insurance carriers foe the provision of benefits2016-07-31$6,892,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31Yes
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$6,710,432
Employer contributions (assets) at end of year2016-07-31$530,488
Employer contributions (assets) at beginning of year2016-07-31$653,393
Contract administrator fees2016-07-31$38,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-07-31No
Liabilities. Value of benefit claims payable at end of year2016-07-31$599,371
Liabilities. Value of benefit claims payable at beginning of year2016-07-31$669,768
Assets. Value of buildings and other operty used in plan operation at end of year2016-07-31$2,901
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-07-31$6,071
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Aggregate proceeds on sale of assets2016-07-31$3,541
Aggregate carrying amount (costs) on sale of assets2016-07-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31No
Opinion of an independent qualified public accountant for this plan2016-07-31Unqualified
Accountancy firm name2016-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2016-07-31952556670
2015 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-07-31$-7,630
Total unrealized appreciation/depreciation of assets2015-07-31$-7,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$673,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$592,943
Total income from all sources (including contributions)2015-07-31$7,508,465
Total loss/gain on sale of assets2015-07-31$22,669
Total of all expenses incurred2015-07-31$7,186,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$6,992,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$7,467,719
Value of total assets at end of year2015-07-31$3,106,644
Value of total assets at beginning of year2015-07-31$2,703,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$193,995
Total interest from all sources2015-07-31$67
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$25,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$25,640
Administrative expenses professional fees incurred2015-07-31$86,865
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$366,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-07-31$997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-07-31$8
Administrative expenses (other) incurred2015-07-31$58,544
Liabilities. Value of operating payables at end of year2015-07-31$3,528
Liabilities. Value of operating payables at beginning of year2015-07-31$45,943
Total non interest bearing cash at end of year2015-07-31$39,178
Total non interest bearing cash at beginning of year2015-07-31$9,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$322,352
Value of net assets at end of year (total assets less liabilities)2015-07-31$2,433,348
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$2,110,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Investment advisory and management fees2015-07-31$14,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$1,562,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$1,182,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-07-31$844,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-07-31$990,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-07-31$990,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-07-31$67
Expenses. Payments to insurance carriers foe the provision of benefits2015-07-31$6,992,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31Yes
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$7,100,798
Employer contributions (assets) at end of year2015-07-31$653,393
Employer contributions (assets) at beginning of year2015-07-31$513,030
Contract administrator fees2015-07-31$34,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-07-31No
Liabilities. Value of benefit claims payable at end of year2015-07-31$669,768
Liabilities. Value of benefit claims payable at beginning of year2015-07-31$547,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-07-31$6,071
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-07-31$7,235
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Aggregate proceeds on sale of assets2015-07-31$11,094,818
Aggregate carrying amount (costs) on sale of assets2015-07-31$11,072,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31No
Opinion of an independent qualified public accountant for this plan2015-07-31Unqualified
Accountancy firm name2015-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2015-07-31952556670
2014 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-07-31$-15,625
Total unrealized appreciation/depreciation of assets2014-07-31$-15,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$592,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$595,207
Total income from all sources (including contributions)2014-07-31$5,884,400
Total loss/gain on sale of assets2014-07-31$58,989
Total of all expenses incurred2014-07-31$6,176,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$6,022,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$5,816,127
Value of total assets at end of year2014-07-31$2,703,939
Value of total assets at beginning of year2014-07-31$2,998,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$154,665
Total interest from all sources2014-07-31$118
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$24,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$24,791
Administrative expenses professional fees incurred2014-07-31$65,185
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$500,000
If this is an individual account plan, was there a blackout period2014-07-31No
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$127,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-07-31$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-07-31$4
Administrative expenses (other) incurred2014-07-31$40,860
Liabilities. Value of operating payables at end of year2014-07-31$45,943
Liabilities. Value of operating payables at beginning of year2014-07-31$82,207
Total non interest bearing cash at end of year2014-07-31$9,721
Total non interest bearing cash at beginning of year2014-07-31$6,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$-292,595
Value of net assets at end of year (total assets less liabilities)2014-07-31$2,110,996
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$2,403,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Investment advisory and management fees2014-07-31$14,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$1,182,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$1,839,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-07-31$990,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-07-31$632,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-07-31$632,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-07-31$118
Expenses. Payments to insurance carriers foe the provision of benefits2014-07-31$6,022,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31Yes
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$5,689,026
Employer contributions (assets) at end of year2014-07-31$513,030
Employer contributions (assets) at beginning of year2014-07-31$498,556
Contract administrator fees2014-07-31$34,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-07-31No
Liabilities. Value of benefit claims payable at end of year2014-07-31$547,000
Liabilities. Value of benefit claims payable at beginning of year2014-07-31$513,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-07-31$7,235
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-07-31$21,422
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Aggregate proceeds on sale of assets2014-07-31$732,763
Aggregate carrying amount (costs) on sale of assets2014-07-31$673,774
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31No
Opinion of an independent qualified public accountant for this plan2014-07-31Unqualified
Accountancy firm name2014-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2014-07-31952556670
2013 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-07-31$-49,608
Total unrealized appreciation/depreciation of assets2013-07-31$-49,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$595,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$431,530
Total income from all sources (including contributions)2013-07-31$5,350,245
Total loss/gain on sale of assets2013-07-31$53,257
Total of all expenses incurred2013-07-31$5,600,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$5,451,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$5,309,168
Value of total assets at end of year2013-07-31$2,998,798
Value of total assets at beginning of year2013-07-31$3,085,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$149,347
Total interest from all sources2013-07-31$125
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$37,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-07-31$37,303
Administrative expenses professional fees incurred2013-07-31$55,846
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$500,000
If this is an individual account plan, was there a blackout period2013-07-31No
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$50,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-07-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-07-31$12
Administrative expenses (other) incurred2013-07-31$45,071
Liabilities. Value of operating payables at end of year2013-07-31$82,207
Liabilities. Value of operating payables at beginning of year2013-07-31$8,530
Total non interest bearing cash at end of year2013-07-31$6,721
Total non interest bearing cash at beginning of year2013-07-31$6,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$-250,736
Value of net assets at end of year (total assets less liabilities)2013-07-31$2,403,591
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$2,654,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Investment advisory and management fees2013-07-31$13,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$1,839,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$1,885,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-07-31$632,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-07-31$760,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-07-31$760,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-07-31$125
Expenses. Payments to insurance carriers foe the provision of benefits2013-07-31$5,451,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31Yes
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$5,258,876
Employer contributions (assets) at end of year2013-07-31$498,556
Employer contributions (assets) at beginning of year2013-07-31$379,476
Contract administrator fees2013-07-31$34,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-07-31No
Liabilities. Value of benefit claims payable at end of year2013-07-31$513,000
Liabilities. Value of benefit claims payable at beginning of year2013-07-31$423,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-07-31$21,422
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-07-31$54,273
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Aggregate proceeds on sale of assets2013-07-31$1,138,305
Aggregate carrying amount (costs) on sale of assets2013-07-31$1,085,048
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31No
Opinion of an independent qualified public accountant for this plan2013-07-31Unqualified
Accountancy firm name2013-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2013-07-31952556670
2012 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-07-31$-9,653
Total unrealized appreciation/depreciation of assets2012-07-31$-9,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$431,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$360,675
Total income from all sources (including contributions)2012-07-31$5,061,552
Total loss/gain on sale of assets2012-07-31$51,874
Total of all expenses incurred2012-07-31$5,143,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$5,000,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$4,960,884
Value of total assets at end of year2012-07-31$3,085,857
Value of total assets at beginning of year2012-07-31$3,097,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$143,194
Total interest from all sources2012-07-31$100
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$56,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-07-31$56,007
Administrative expenses professional fees incurred2012-07-31$53,163
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$500,000
If this is an individual account plan, was there a blackout period2012-07-31No
Were there any nonexempt tranactions with any party-in-interest2012-07-31Yes
Amount of non-exempt transactions with any party-in-interest2012-07-31$1,273
Contributions received from participants2012-07-31$44,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-07-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-07-31$18,132
Other income not declared elsewhere2012-07-31$2,340
Administrative expenses (other) incurred2012-07-31$42,825
Liabilities. Value of operating payables at end of year2012-07-31$8,530
Liabilities. Value of operating payables at beginning of year2012-07-31$9,675
Total non interest bearing cash at end of year2012-07-31$6,721
Total non interest bearing cash at beginning of year2012-07-31$6,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$-82,114
Value of net assets at end of year (total assets less liabilities)2012-07-31$2,654,327
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$2,736,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Investment advisory and management fees2012-07-31$12,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-07-31$1,885,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-07-31$2,286,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-07-31$760,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-07-31$390,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-07-31$390,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-07-31$100
Expenses. Payments to insurance carriers foe the provision of benefits2012-07-31$5,000,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31Yes
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$4,915,994
Employer contributions (assets) at end of year2012-07-31$379,476
Employer contributions (assets) at beginning of year2012-07-31$357,975
Contract administrator fees2012-07-31$34,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-07-31No
Liabilities. Value of benefit claims payable at end of year2012-07-31$423,000
Liabilities. Value of benefit claims payable at beginning of year2012-07-31$351,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-07-31$54,273
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-07-31$37,166
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Aggregate proceeds on sale of assets2012-07-31$5,028,782
Aggregate carrying amount (costs) on sale of assets2012-07-31$4,976,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31No
Opinion of an independent qualified public accountant for this plan2012-07-31Unqualified
Accountancy firm name2012-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2012-07-31952556670
2011 : SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-07-31$41,219
Total unrealized appreciation/depreciation of assets2011-07-31$41,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$360,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$350,665
Total income from all sources (including contributions)2011-07-31$3,995,102
Total loss/gain on sale of assets2011-07-31$26,751
Total of all expenses incurred2011-07-31$3,853,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$3,717,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$3,837,443
Value of total assets at end of year2011-07-31$3,097,116
Value of total assets at beginning of year2011-07-31$2,945,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$135,574
Total interest from all sources2011-07-31$238
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$60,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-07-31$60,197
Administrative expenses professional fees incurred2011-07-31$49,691
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$500,000
If this is an individual account plan, was there a blackout period2011-07-31No
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$49,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-07-31$18,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-07-31$18,990
Other income not declared elsewhere2011-07-31$29,254
Administrative expenses (other) incurred2011-07-31$39,629
Liabilities. Value of operating payables at end of year2011-07-31$9,675
Liabilities. Value of operating payables at beginning of year2011-07-31$70,665
Total non interest bearing cash at end of year2011-07-31$6,721
Total non interest bearing cash at beginning of year2011-07-31$6,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$142,014
Value of net assets at end of year (total assets less liabilities)2011-07-31$2,736,441
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$2,594,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Investment advisory and management fees2011-07-31$13,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-31$2,286,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-31$2,158,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-07-31$390,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-07-31$458,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-07-31$458,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-07-31$238
Expenses. Payments to insurance carriers foe the provision of benefits2011-07-31$3,717,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31Yes
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$3,788,178
Employer contributions (assets) at end of year2011-07-31$357,975
Employer contributions (assets) at beginning of year2011-07-31$279,878
Contract administrator fees2011-07-31$32,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-07-31No
Liabilities. Value of benefit claims payable at end of year2011-07-31$351,000
Liabilities. Value of benefit claims payable at beginning of year2011-07-31$280,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-07-31$37,166
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-07-31$21,996
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Aggregate proceeds on sale of assets2011-07-31$3,698,571
Aggregate carrying amount (costs) on sale of assets2011-07-31$3,671,820
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31No
Opinion of an independent qualified public accountant for this plan2011-07-31Unqualified
Accountancy firm name2011-07-31BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2011-07-31952556670

Form 5500 Responses for SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND

2021: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-08-01Type of plan entityMulti-employer plan
2021-08-01Plan is a collectively bargained planYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-08-01Type of plan entityMulti-employer plan
2020-08-01Plan is a collectively bargained planYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-08-01Type of plan entityMulti-employer plan
2019-08-01Plan is a collectively bargained planYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-08-01Type of plan entityMulti-employer plan
2018-08-01Plan is a collectively bargained planYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-08-01Type of plan entityMulti-employer plan
2017-08-01Plan is a collectively bargained planYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-08-01Type of plan entityMulti-employer plan
2016-08-01Plan is a collectively bargained planYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-08-01Type of plan entityMulti-employer plan
2015-08-01Plan is a collectively bargained planYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-08-01Type of plan entityMulti-employer plan
2014-08-01Plan is a collectively bargained planYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-08-01Type of plan entityMulti-employer plan
2013-08-01Plan is a collectively bargained planYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-08-01Type of plan entityMulti-employer plan
2012-08-01Plan is a collectively bargained planYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-08-01Type of plan entityMulti-employer plan
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: SHOPMEN'S IRON WORKERS HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-08-01Type of plan entityMulti-employer plan
2009-08-01This submission is the final filingNo
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232-1.53
Policy instance 3
Insurance contract or identification number228232-1.53
Number of Individuals Covered442
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,475,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number377454G
Policy instance 2
Insurance contract or identification number377454G
Number of Individuals Covered271
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022
Policy instance 1
Insurance contract or identification number75022
Number of Individuals Covered442
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $239,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number505576-B
Policy instance 4
Insurance contract or identification number505576-B
Number of Individuals Covered441
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022
Policy instance 1
Insurance contract or identification number75022
Number of Individuals Covered452
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $250,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number377454G
Policy instance 2
Insurance contract or identification number377454G
Number of Individuals Covered208
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232-1.53
Policy instance 3
Insurance contract or identification number228232-1.53
Number of Individuals Covered452
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,616,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number505576-B
Policy instance 4
Insurance contract or identification number505576-B
Number of Individuals Covered452
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY2V-001
Policy instance 4
Insurance contract or identification numberY2V-001
Number of Individuals Covered496
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 3
Insurance contract or identification number228232
Number of Individuals Covered496
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,959,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number377454G
Policy instance 2
Insurance contract or identification number377454G
Number of Individuals Covered184
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022-001/002
Policy instance 1
Insurance contract or identification number75022-001/002
Number of Individuals Covered496
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $265,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022-001/002
Policy instance 1
Insurance contract or identification number75022-001/002
Number of Individuals Covered525
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $294,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number377454G
Policy instance 2
Insurance contract or identification number377454G
Number of Individuals Covered541
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 3
Insurance contract or identification number228232
Number of Individuals Covered526
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,017,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY2V-001
Policy instance 4
Insurance contract or identification numberY2V-001
Number of Individuals Covered525
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022-001/002
Policy instance 1
Insurance contract or identification number75022-001/002
Number of Individuals Covered548
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $295,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 2
Insurance contract or identification number83129335
Number of Individuals Covered205
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 3
Insurance contract or identification number228232
Number of Individuals Covered559
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,676,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY2V-001
Policy instance 4
Insurance contract or identification numberY2V-001
Number of Individuals Covered548
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number505576
Policy instance 5
Insurance contract or identification number505576
Number of Individuals Covered537
Insurance policy start date2018-01-01
Insurance policy end date2018-07-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered538
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,446,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered320
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Insurance policy start date2017-08-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022-001/002
Policy instance 1
Insurance contract or identification number75022-001/002
Number of Individuals Covered537
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $293,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number75022-001/002
Policy instance 1
Insurance contract or identification number75022-001/002
Number of Individuals Covered554
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $315,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Number of Individuals Covered560
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered560
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered559
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,514,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number05022-0001/0002
Policy instance 1
Insurance contract or identification number05022-0001/0002
Number of Individuals Covered617
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $324,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Number of Individuals Covered625
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered632
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered618
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,453,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered539
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,591,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number05022-0001/0002
Policy instance 1
Insurance contract or identification number05022-0001/0002
Number of Individuals Covered540
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $283,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Number of Individuals Covered540
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered531
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Number of Individuals Covered507
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered558
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number05022-0001/0002
Policy instance 1
Insurance contract or identification number05022-0001/0002
Number of Individuals Covered508
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $271,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered511
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,979,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered488
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,552,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered299
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Number of Individuals Covered483
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number05022-0001/0002
Policy instance 1
Insurance contract or identification number05022-0001/0002
Number of Individuals Covered483
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $267,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228232
Policy instance 4
Insurance contract or identification number228232
Number of Individuals Covered455
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,324,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number83129335
Policy instance 3
Insurance contract or identification number83129335
Number of Individuals Covered272
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number5158
Policy instance 2
Insurance contract or identification number5158
Number of Individuals Covered459
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 52566 )
Policy contract number05022-0001/0002
Policy instance 1
Insurance contract or identification number05022-0001/0002
Number of Individuals Covered457
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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