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EMPLOYMENT PARTNERS BENEFITS FUND 401k Plan overview

Plan NameEMPLOYMENT PARTNERS BENEFITS FUND
Plan identification number 501

EMPLOYMENT PARTNERS BENEFITS FUND Benefits

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

401k Sponsoring company profile

EMPLOYMENT PARTNERS BENEFITS F has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYMENT PARTNERS BENEFITS F
Employer identification number (EIN):251000614
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYMENT PARTNERS BENEFITS FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01WILLIAM PARRY
5012016-01-01WILLIAM PARRY
5012015-01-01WILLIAM PARRY
5012014-01-01WILLIAM PARRY
5012013-01-01WILLIAM PARRY
5012012-01-01WILLIAM PARRY
5012011-01-01M E DOUTT
5012009-01-01THOMAS N HEIDER
5012009-01-01THOMAS N. HEIDER
5012008-01-01THOMAS N. HEIDER

Plan Statistics for EMPLOYMENT PARTNERS BENEFITS FUND

401k plan membership statisitcs for EMPLOYMENT PARTNERS BENEFITS FUND

Measure Date Value
2023: EMPLOYMENT PARTNERS BENEFITS FUND 2023 401k membership
Total participants, beginning-of-year2023-01-014,348
Total number of active participants reported on line 7a of the Form 55002023-01-013,816
Number of retired or separated participants receiving benefits2023-01-01618
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014,434
Number of employers contributing to the scheme2023-01-01165
2022: EMPLOYMENT PARTNERS BENEFITS FUND 2022 401k membership
Total participants, beginning-of-year2022-01-014,474
Total number of active participants reported on line 7a of the Form 55002022-01-013,831
Number of retired or separated participants receiving benefits2022-01-01626
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014,457
Number of employers contributing to the scheme2022-01-01158
2021: EMPLOYMENT PARTNERS BENEFITS FUND 2021 401k membership
Total participants, beginning-of-year2021-01-014,640
Total number of active participants reported on line 7a of the Form 55002021-01-013,983
Number of retired or separated participants receiving benefits2021-01-01626
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014,609
Number of employers contributing to the scheme2021-01-01157
2020: EMPLOYMENT PARTNERS BENEFITS FUND 2020 401k membership
Total participants, beginning-of-year2020-01-015,734
Total number of active participants reported on line 7a of the Form 55002020-01-014,746
Number of retired or separated participants receiving benefits2020-01-01650
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015,396
Number of employers contributing to the scheme2020-01-01156
2019: EMPLOYMENT PARTNERS BENEFITS FUND 2019 401k membership
Total participants, beginning-of-year2019-01-015,388
Total number of active participants reported on line 7a of the Form 55002019-01-014,999
Number of retired or separated participants receiving benefits2019-01-01701
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015,700
Number of employers contributing to the scheme2019-01-01162
2018: EMPLOYMENT PARTNERS BENEFITS FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,619
Total number of active participants reported on line 7a of the Form 55002018-01-014,700
Number of retired or separated participants receiving benefits2018-01-01740
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015,440
Number of employers contributing to the scheme2018-01-01166
2017: EMPLOYMENT PARTNERS BENEFITS FUND 2017 401k membership
Total participants, beginning-of-year2017-01-015,404
Total number of active participants reported on line 7a of the Form 55002017-01-014,843
Number of retired or separated participants receiving benefits2017-01-01767
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015,610
Number of employers contributing to the scheme2017-01-01166
2016: EMPLOYMENT PARTNERS BENEFITS FUND 2016 401k membership
Total participants, beginning-of-year2016-01-015,291
Total number of active participants reported on line 7a of the Form 55002016-01-014,748
Number of retired or separated participants receiving benefits2016-01-01790
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015,538
Number of employers contributing to the scheme2016-01-01162
2015: EMPLOYMENT PARTNERS BENEFITS FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,903
Total number of active participants reported on line 7a of the Form 55002015-01-014,513
Number of retired or separated participants receiving benefits2015-01-01809
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015,322
Number of employers contributing to the scheme2015-01-01167
2014: EMPLOYMENT PARTNERS BENEFITS FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,686
Total number of active participants reported on line 7a of the Form 55002014-01-014,163
Number of retired or separated participants receiving benefits2014-01-01740
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014,903
Number of employers contributing to the scheme2014-01-01172
2013: EMPLOYMENT PARTNERS BENEFITS FUND 2013 401k membership
Total participants, beginning-of-year2013-01-014,652
Total number of active participants reported on line 7a of the Form 55002013-01-013,840
Number of retired or separated participants receiving benefits2013-01-01846
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014,686
Number of employers contributing to the scheme2013-01-01162
2012: EMPLOYMENT PARTNERS BENEFITS FUND 2012 401k membership
Total participants, beginning-of-year2012-01-014,578
Total number of active participants reported on line 7a of the Form 55002012-01-013,897
Number of retired or separated participants receiving benefits2012-01-01755
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014,652
2011: EMPLOYMENT PARTNERS BENEFITS FUND 2011 401k membership
Total participants, beginning-of-year2011-01-015,278
Total number of active participants reported on line 7a of the Form 55002011-01-013,787
Number of retired or separated participants receiving benefits2011-01-01791
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014,578
2009: EMPLOYMENT PARTNERS BENEFITS FUND 2009 401k membership
Total participants, beginning-of-year2009-01-015,500
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-0199
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01198
2008: EMPLOYMENT PARTNERS BENEFITS FUND 2008 401k membership
Total participants, beginning-of-year2008-01-016,180
Total number of active participants reported on line 7a of the Form 55002008-01-015,004
Number of retired or separated participants receiving benefits2008-01-01878
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-015,882

Financial Data on EMPLOYMENT PARTNERS BENEFITS FUND

Measure Date Value
2023 : EMPLOYMENT PARTNERS BENEFITS FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$3,407,160
Total unrealized appreciation/depreciation of assets2023-12-31$3,407,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,601,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,078,013
Total income from all sources (including contributions)2023-12-31$65,687,148
Total loss/gain on sale of assets2023-12-31$1,275,115
Total of all expenses incurred2023-12-31$67,749,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$64,852,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$58,006,493
Value of total assets at end of year2023-12-31$85,214,135
Value of total assets at beginning of year2023-12-31$88,752,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,896,545
Total interest from all sources2023-12-31$329,758
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$857,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$489,382
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$171,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$15,213,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$983,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$180,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$223,886
Other income not declared elsewhere2023-12-31$270,193
Administrative expenses (other) incurred2023-12-31$2,541,398
Liabilities. Value of operating payables at end of year2023-12-31$154,800
Liabilities. Value of operating payables at beginning of year2023-12-31$103,878
Total non interest bearing cash at end of year2023-12-31$433,398
Total non interest bearing cash at beginning of year2023-12-31$457,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-2,061,981
Value of net assets at end of year (total assets less liabilities)2023-12-31$79,612,956
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$81,674,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$8,620,549
Assets. partnership/joint venture interests at beginning of year2023-12-31$22,364,151
Investment advisory and management fees2023-12-31$205,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$26,034,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$29,385,008
Income. Interest from US Government securities2023-12-31$6,000
Income. Interest from corporate debt instruments2023-12-31$116,383
Value of interest in common/collective trusts at end of year2023-12-31$7,611,138
Value of interest in common/collective trusts at beginning of year2023-12-31$8,449,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$3,461,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$8,144,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$8,144,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$207,375
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$63,996,025
Asset value of US Government securities at end of year2023-12-31$100,000
Asset value of US Government securities at beginning of year2023-12-31$245,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$911,832
Net investment gain or loss from common/collective trusts2023-12-31$629,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$57,835,226
Employer contributions (assets) at end of year2023-12-31$21,762
Employer contributions (assets) at beginning of year2023-12-31$49,569
Income. Dividends from common stock2023-12-31$368,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$856,559
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$4,331,903
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$3,237,009
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$19,171,109
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$15,175,229
Liabilities. Value of benefit claims payable at end of year2023-12-31$5,265,636
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$6,750,249
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$214,202
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$261,701
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$32,061,485
Aggregate carrying amount (costs) on sale of assets2023-12-31$30,786,370
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2023-12-31461686881
2022 : EMPLOYMENT PARTNERS BENEFITS FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,117,824
Total unrealized appreciation/depreciation of assets2022-12-31$-7,117,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,078,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,179,241
Total income from all sources (including contributions)2022-12-31$44,993,047
Total loss/gain on sale of assets2022-12-31$-753,940
Total of all expenses incurred2022-12-31$61,604,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,037,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$56,932,942
Value of total assets at end of year2022-12-31$88,752,950
Value of total assets at beginning of year2022-12-31$104,465,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,566,249
Total interest from all sources2022-12-31$298,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,257,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,914,020
Administrative expenses professional fees incurred2022-12-31$324,458
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$272,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$983,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$809,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$223,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-177,256
Administrative expenses (other) incurred2022-12-31$919,532
Liabilities. Value of operating payables at end of year2022-12-31$103,878
Liabilities. Value of operating payables at beginning of year2022-12-31$418,516
Total non interest bearing cash at end of year2022-12-31$457,635
Total non interest bearing cash at beginning of year2022-12-31$471,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,611,014
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,674,937
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,285,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$22,364,151
Assets. partnership/joint venture interests at beginning of year2022-12-31$25,635,411
Investment advisory and management fees2022-12-31$181,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,385,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,858,740
Income. Interest from US Government securities2022-12-31$5,937
Income. Interest from corporate debt instruments2022-12-31$97,905
Value of interest in common/collective trusts at end of year2022-12-31$8,449,754
Value of interest in common/collective trusts at beginning of year2022-12-31$9,173,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,144,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,409,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,409,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$194,867
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$58,208,098
Asset value of US Government securities at end of year2022-12-31$245,471
Asset value of US Government securities at beginning of year2022-12-31$358,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,760,758
Net investment gain or loss from common/collective trusts2022-12-31$-686,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$56,660,500
Employer contributions (assets) at end of year2022-12-31$49,569
Employer contributions (assets) at beginning of year2022-12-31$248,505
Income. Dividends from common stock2022-12-31$343,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$829,714
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,237,009
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,656,267
Contract administrator fees2022-12-31$1,141,246
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$15,175,229
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$17,818,165
Liabilities. Value of benefit claims payable at end of year2022-12-31$6,750,249
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,760,725
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$261,701
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$26,379
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$8,384,360
Aggregate carrying amount (costs) on sale of assets2022-12-31$9,138,300
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2022-12-31461686881
2021 : EMPLOYMENT PARTNERS BENEFITS FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,756,882
Total unrealized appreciation/depreciation of assets2021-12-31$1,756,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,179,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,772,531
Total income from all sources (including contributions)2021-12-31$65,689,986
Total loss/gain on sale of assets2021-12-31$2,098,351
Total of all expenses incurred2021-12-31$58,912,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,252,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$56,398,790
Value of total assets at end of year2021-12-31$104,465,192
Value of total assets at beginning of year2021-12-31$97,280,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,659,621
Total interest from all sources2021-12-31$778,274
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,373,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,147,239
Administrative expenses professional fees incurred2021-12-31$426,710
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$305,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$809,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$495,174
Other income not declared elsewhere2021-12-31$627,193
Administrative expenses (other) incurred2021-12-31$1,908,925
Liabilities. Value of operating payables at end of year2021-12-31$418,516
Liabilities. Value of operating payables at beginning of year2021-12-31$655,689
Total non interest bearing cash at end of year2021-12-31$471,258
Total non interest bearing cash at beginning of year2021-12-31$405,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,777,820
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,285,951
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,508,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$25,635,411
Assets. partnership/joint venture interests at beginning of year2021-12-31$20,636,294
Investment advisory and management fees2021-12-31$323,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,858,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,987,175
Income. Interest from US Government securities2021-12-31$8,125
Income. Interest from corporate debt instruments2021-12-31$87,923
Value of interest in common/collective trusts at end of year2021-12-31$9,173,499
Value of interest in common/collective trusts at beginning of year2021-12-31$12,988,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,409,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,411,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,411,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$682,226
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$55,421,797
Asset value of US Government securities at end of year2021-12-31$358,443
Asset value of US Government securities at beginning of year2021-12-31$368,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$453,755
Net investment gain or loss from common/collective trusts2021-12-31$203,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$56,093,537
Employer contributions (assets) at end of year2021-12-31$248,505
Employer contributions (assets) at beginning of year2021-12-31$469,838
Income. Dividends from common stock2021-12-31$226,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$830,748
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,656,267
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$3,049,211
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$17,818,165
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$15,433,553
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,760,725
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,116,842
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$26,379
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$35,758
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$21,452,123
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,353,772
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2021-12-31461686881
2020 : EMPLOYMENT PARTNERS BENEFITS FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,933,413
Total unrealized appreciation/depreciation of assets2020-12-31$5,933,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,772,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,737,640
Total income from all sources (including contributions)2020-12-31$75,035,859
Total loss/gain on sale of assets2020-12-31$-1,450,067
Total of all expenses incurred2020-12-31$67,122,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$64,175,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$65,517,296
Value of total assets at end of year2020-12-31$97,280,662
Value of total assets at beginning of year2020-12-31$89,332,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,946,842
Total interest from all sources2020-12-31$144,828
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,476,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,343,655
Administrative expenses professional fees incurred2020-12-31$446,882
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$420,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$495,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$190,399
Other income not declared elsewhere2020-12-31$155,703
Administrative expenses (other) incurred2020-12-31$2,153,236
Liabilities. Value of operating payables at end of year2020-12-31$655,689
Liabilities. Value of operating payables at beginning of year2020-12-31$694,636
Total non interest bearing cash at end of year2020-12-31$405,141
Total non interest bearing cash at beginning of year2020-12-31$480,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,913,578
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,508,131
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,594,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$20,636,294
Assets. partnership/joint venture interests at beginning of year2020-12-31$15,899,615
Investment advisory and management fees2020-12-31$346,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,987,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,023,866
Income. Interest from US Government securities2020-12-31$11,688
Income. Interest from corporate debt instruments2020-12-31$108,251
Value of interest in common/collective trusts at end of year2020-12-31$12,988,152
Value of interest in common/collective trusts at beginning of year2020-12-31$37,074,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,411,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,349,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,349,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$24,889
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$63,306,275
Asset value of US Government securities at end of year2020-12-31$368,520
Asset value of US Government securities at beginning of year2020-12-31$509,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,676,886
Net investment gain or loss from common/collective trusts2020-12-31$1,581,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$65,097,114
Employer contributions (assets) at end of year2020-12-31$469,838
Employer contributions (assets) at beginning of year2020-12-31$38,411
Income. Dividends from common stock2020-12-31$132,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$869,164
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$3,049,211
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,742,947
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$15,433,553
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,116,842
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,043,004
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$35,758
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$22,535
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$39,204,126
Aggregate carrying amount (costs) on sale of assets2020-12-31$40,654,193
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2020-12-31461686881
2019 : EMPLOYMENT PARTNERS BENEFITS FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,656,398
Total unrealized appreciation/depreciation of assets2019-12-31$1,656,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,737,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,979,893
Total income from all sources (including contributions)2019-12-31$71,457,093
Total loss/gain on sale of assets2019-12-31$757,384
Total of all expenses incurred2019-12-31$62,652,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$59,402,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$60,850,086
Value of total assets at end of year2019-12-31$89,332,193
Value of total assets at beginning of year2019-12-31$79,769,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,249,872
Total interest from all sources2019-12-31$83,230
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$830,537
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$548,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$190,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$195,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$620,032
Administrative expenses (other) incurred2019-12-31$849,021
Liabilities. Value of operating payables at end of year2019-12-31$694,636
Liabilities. Value of operating payables at beginning of year2019-12-31$183,021
Total non interest bearing cash at end of year2019-12-31$480,561
Total non interest bearing cash at beginning of year2019-12-31$459,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,804,931
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,594,553
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,789,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$15,899,615
Assets. partnership/joint venture interests at beginning of year2019-12-31$14,243,217
Investment advisory and management fees2019-12-31$426,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,023,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,356,293
Value of interest in common/collective trusts at end of year2019-12-31$37,074,989
Value of interest in common/collective trusts at beginning of year2019-12-31$32,176,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,349,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,835,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,835,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$83,230
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$58,582,456
Asset value of US Government securities at end of year2019-12-31$509,251
Asset value of US Government securities at beginning of year2019-12-31$497,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,528,534
Net investment gain or loss from common/collective trusts2019-12-31$4,961,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$60,301,823
Employer contributions (assets) at end of year2019-12-31$38,411
Employer contributions (assets) at beginning of year2019-12-31$13,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$819,834
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,742,947
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,970,459
Contract administrator fees2019-12-31$1,143,400
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,043,004
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,796,872
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$22,535
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$21,183
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,943,564
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,186,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2019-12-31461686881
2018 : EMPLOYMENT PARTNERS BENEFITS FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-562,898
Total unrealized appreciation/depreciation of assets2018-12-31$-562,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,979,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,586,407
Total income from all sources (including contributions)2018-12-31$56,054,393
Total loss/gain on sale of assets2018-12-31$-10,945
Total of all expenses incurred2018-12-31$62,805,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$59,907,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$59,188,607
Value of total assets at end of year2018-12-31$79,769,515
Value of total assets at beginning of year2018-12-31$86,126,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,897,388
Total interest from all sources2018-12-31$185,846
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$682,036
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$477,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$195,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$196,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$99,654
Administrative expenses (other) incurred2018-12-31$755,366
Liabilities. Value of operating payables at end of year2018-12-31$183,021
Liabilities. Value of operating payables at beginning of year2018-12-31$158,665
Total non interest bearing cash at end of year2018-12-31$459,198
Total non interest bearing cash at beginning of year2018-12-31$-626,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,750,786
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,789,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,540,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$14,243,217
Assets. partnership/joint venture interests at beginning of year2018-12-31$14,578,424
Investment advisory and management fees2018-12-31$209,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,356,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,998,639
Income. Interest from corporate debt instruments2018-12-31$120,729
Value of interest in common/collective trusts at end of year2018-12-31$32,176,482
Value of interest in common/collective trusts at beginning of year2018-12-31$34,249,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,835,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,649,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,649,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$65,117
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$58,850,196
Asset value of US Government securities at end of year2018-12-31$497,305
Asset value of US Government securities at beginning of year2018-12-31$199,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-838,344
Net investment gain or loss from common/collective trusts2018-12-31$-2,007,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$58,711,148
Employer contributions (assets) at end of year2018-12-31$13,676
Employer contributions (assets) at beginning of year2018-12-31$14,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,057,595
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,970,459
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,836,432
Contract administrator fees2018-12-31$1,250,219
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,796,872
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,427,742
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$21,183
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$29,778
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$17,266,046
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,276,991
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2018-12-31461686881
2017 : EMPLOYMENT PARTNERS BENEFITS FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$244,607
Total unrealized appreciation/depreciation of assets2017-12-31$244,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,586,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,755,749
Total income from all sources (including contributions)2017-12-31$65,728,473
Total loss/gain on sale of assets2017-12-31$1,668,214
Total of all expenses incurred2017-12-31$55,110,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$51,708,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$57,602,373
Value of total assets at end of year2017-12-31$86,126,815
Value of total assets at beginning of year2017-12-31$76,677,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,401,945
Total income from rents2017-12-31$28,480
Total interest from all sources2017-12-31$50,809
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$602,070
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$299,037
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$196,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$201,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,063,997
Other income not declared elsewhere2017-12-31$195,801
Administrative expenses (other) incurred2017-12-31$926,034
Liabilities. Value of operating payables at end of year2017-12-31$158,665
Liabilities. Value of operating payables at beginning of year2017-12-31$117,816
Total non interest bearing cash at end of year2017-12-31$-626,376
Total non interest bearing cash at beginning of year2017-12-31$359,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,618,271
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,540,408
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,922,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$14,578,424
Assets. partnership/joint venture interests at beginning of year2017-12-31$9,333,817
Investment advisory and management fees2017-12-31$265,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,998,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,016,073
Value of interest in common/collective trusts at end of year2017-12-31$34,249,671
Value of interest in common/collective trusts at beginning of year2017-12-31$42,579,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,649,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,249,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,249,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$50,809
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$50,772,177
Asset value of US Government securities at end of year2017-12-31$199,662
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,624,112
Net investment gain or loss from common/collective trusts2017-12-31$4,314,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$57,303,336
Employer contributions (assets) at end of year2017-12-31$14,753
Employer contributions (assets) at beginning of year2017-12-31$1,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$936,080
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,836,432
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,729,513
Contract administrator fees2017-12-31$1,608,581
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,427,742
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,573,936
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$29,778
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$207,171
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$12,294,327
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,626,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2017-12-31461686881
2016 : EMPLOYMENT PARTNERS BENEFITS FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$333,817
Total unrealized appreciation/depreciation of assets2016-12-31$333,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,755,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,967,663
Total income from all sources (including contributions)2016-12-31$59,554,490
Total loss/gain on sale of assets2016-12-31$705,014
Total of all expenses incurred2016-12-31$55,093,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,061,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,189,833
Value of total assets at end of year2016-12-31$76,677,886
Value of total assets at beginning of year2016-12-31$71,428,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,031,468
Total income from rents2016-12-31$42,545
Total interest from all sources2016-12-31$25,946
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$733,426
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$292,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$201,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$128,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,063,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,063,997
Other income not declared elsewhere2016-12-31$152,422
Administrative expenses (other) incurred2016-12-31$1,048,817
Liabilities. Value of operating payables at end of year2016-12-31$117,816
Liabilities. Value of operating payables at beginning of year2016-12-31$150,700
Total non interest bearing cash at end of year2016-12-31$359,030
Total non interest bearing cash at beginning of year2016-12-31$256,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,461,423
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,922,137
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,460,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$9,333,817
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$221,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,016,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,439,513
Value of interest in common/collective trusts at end of year2016-12-31$42,579,603
Value of interest in common/collective trusts at beginning of year2016-12-31$44,332,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,249,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,331,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,331,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$25,946
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$50,011,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,522,359
Net investment gain or loss from common/collective trusts2016-12-31$2,582,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,897,377
Employer contributions (assets) at end of year2016-12-31$1,546
Employer contributions (assets) at beginning of year2016-12-31$7,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,050,490
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,729,513
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,703,935
Contract administrator fees2016-12-31$2,027,498
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,573,936
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,752,966
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$207,171
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$227,026
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$17,116,350
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,411,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2016-12-31461686881
2015 : EMPLOYMENT PARTNERS BENEFITS FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,967,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,060,573
Total income from all sources (including contributions)2015-12-31$48,630,756
Total loss/gain on sale of assets2015-12-31$316,281
Total of all expenses incurred2015-12-31$49,773,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,906,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,548,466
Value of total assets at end of year2015-12-31$71,428,377
Value of total assets at beginning of year2015-12-31$73,664,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,867,281
Total income from rents2015-12-31$42,300
Total interest from all sources2015-12-31$14,188
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$703,647
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$465,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$128,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,376,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,063,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$66,789
Administrative expenses (other) incurred2015-12-31$1,131,201
Liabilities. Value of operating payables at end of year2015-12-31$150,700
Liabilities. Value of operating payables at beginning of year2015-12-31$138,057
Total non interest bearing cash at end of year2015-12-31$256,863
Total non interest bearing cash at beginning of year2015-12-31$404,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,143,095
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,460,714
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,603,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$9,417,594
Investment advisory and management fees2015-12-31$203,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,439,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,801,821
Value of interest in common/collective trusts at end of year2015-12-31$44,332,784
Value of interest in common/collective trusts at beginning of year2015-12-31$26,866,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,331,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,105,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,105,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,188
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$44,818,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,607,080
Net investment gain or loss from common/collective trusts2015-12-31$-750,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,082,705
Employer contributions (assets) at end of year2015-12-31$7,915
Employer contributions (assets) at beginning of year2015-12-31$26,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,088,107
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,703,935
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,428,958
Contract administrator fees2015-12-31$1,829,038
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,752,966
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,922,516
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$227,026
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$237,074
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$20,242,108
Aggregate carrying amount (costs) on sale of assets2015-12-31$19,925,827
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2015-12-31461686881
2014 : EMPLOYMENT PARTNERS BENEFITS FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,226,118
Total unrealized appreciation/depreciation of assets2014-12-31$1,226,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,060,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,353,808
Total income from all sources (including contributions)2014-12-31$42,019,305
Total loss/gain on sale of assets2014-12-31$141,292
Total of all expenses incurred2014-12-31$45,102,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$42,723,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,910,415
Value of total assets at end of year2014-12-31$73,664,382
Value of total assets at beginning of year2014-12-31$76,040,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,379,032
Total income from rents2014-12-31$42,125
Total interest from all sources2014-12-31$18,219
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$601,349
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$178,505
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,376,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,350,529
Other income not declared elsewhere2014-12-31$90,630
Administrative expenses (other) incurred2014-12-31$617,788
Liabilities. Value of operating payables at end of year2014-12-31$138,057
Liabilities. Value of operating payables at beginning of year2014-12-31$105,782
Total non interest bearing cash at end of year2014-12-31$404,480
Total non interest bearing cash at beginning of year2014-12-31$380,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,083,344
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,603,809
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$70,687,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$9,417,594
Assets. partnership/joint venture interests at beginning of year2014-12-31$8,191,476
Investment advisory and management fees2014-12-31$202,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,801,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,342,359
Value of interest in common/collective trusts at end of year2014-12-31$26,866,623
Value of interest in common/collective trusts at beginning of year2014-12-31$26,281,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,105,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,840,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,840,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18,219
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$41,573,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,793
Net investment gain or loss from common/collective trusts2014-12-31$584,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,731,910
Employer contributions (assets) at end of year2014-12-31$26,263
Employer contributions (assets) at beginning of year2014-12-31$3,406,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,149,856
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,428,958
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$957,667
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,922,516
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,248,026
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$237,074
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$247,278
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,424,997
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,283,705
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2014-12-31461686881
2013 : EMPLOYMENT PARTNERS BENEFITS FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,088,742
Total unrealized appreciation/depreciation of assets2013-12-31$2,088,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,353,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,889,143
Total income from all sources (including contributions)2013-12-31$41,618,235
Total loss/gain on sale of assets2013-12-31$-446,096
Total of all expenses incurred2013-12-31$37,646,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,343,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,589,913
Value of total assets at end of year2013-12-31$76,040,961
Value of total assets at beginning of year2013-12-31$72,604,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,302,973
Total income from rents2013-12-31$41,660
Total interest from all sources2013-12-31$33,215
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$624,927
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$266,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,350,529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,306,091
Other income not declared elsewhere2013-12-31$42,027
Administrative expenses (other) incurred2013-12-31$492,507
Liabilities. Value of operating payables at end of year2013-12-31$105,782
Liabilities. Value of operating payables at beginning of year2013-12-31$134,943
Total non interest bearing cash at end of year2013-12-31$380,282
Total non interest bearing cash at beginning of year2013-12-31$474,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,971,884
Value of net assets at end of year (total assets less liabilities)2013-12-31$70,687,153
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,715,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$8,191,476
Assets. partnership/joint venture interests at beginning of year2013-12-31$6,102,733
Investment advisory and management fees2013-12-31$185,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,342,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,752,611
Value of interest in common/collective trusts at end of year2013-12-31$26,281,910
Value of interest in common/collective trusts at beginning of year2013-12-31$25,048,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,840,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,313,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,313,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$33,215
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$35,253,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$35,845
Net investment gain or loss from common/collective trusts2013-12-31$1,232,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$38,323,145
Employer contributions (assets) at end of year2013-12-31$3,406,552
Employer contributions (assets) at beginning of year2013-12-31$3,337,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,089,489
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,248,026
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,754,200
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$247,278
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$268,504
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$10,000,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,446,096
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2013-12-31461686881
2012 : EMPLOYMENT PARTNERS BENEFITS FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,091,470
Total unrealized appreciation/depreciation of assets2012-12-31$1,091,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,889,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,685,248
Total income from all sources (including contributions)2012-12-31$44,738,408
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$37,603,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$36,357,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$38,266,256
Value of total assets at end of year2012-12-31$72,604,412
Value of total assets at beginning of year2012-12-31$66,265,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,245,954
Total income from rents2012-12-31$40,584
Total interest from all sources2012-12-31$52,365
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$555,176
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$393,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,306,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,339,057
Other income not declared elsewhere2012-12-31$45,427
Administrative expenses (other) incurred2012-12-31$511,860
Liabilities. Value of operating payables at end of year2012-12-31$134,943
Liabilities. Value of operating payables at beginning of year2012-12-31$135,854
Total non interest bearing cash at end of year2012-12-31$474,466
Total non interest bearing cash at beginning of year2012-12-31$300,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,134,845
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,715,269
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,580,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$6,102,733
Assets. partnership/joint venture interests at beginning of year2012-12-31$5,011,262
Investment advisory and management fees2012-12-31$178,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,752,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,641,518
Value of interest in common/collective trusts at end of year2012-12-31$25,048,981
Value of interest in common/collective trusts at beginning of year2012-12-31$22,917,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,313,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,477,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,477,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$52,365
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$35,173,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,111,095
Net investment gain or loss from common/collective trusts2012-12-31$2,131,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$37,872,991
Employer contributions (assets) at end of year2012-12-31$3,337,174
Employer contributions (assets) at beginning of year2012-12-31$3,337,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,184,058
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,754,200
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,549,394
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$268,504
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$241,218
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$716
Aggregate carrying amount (costs) on sale of assets2012-12-31$716
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ALBANESE SINCHAR SMITH & CO.
Accountancy firm EIN2012-12-31461686881
2011 : EMPLOYMENT PARTNERS BENEFITS FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$31,559
Total unrealized appreciation/depreciation of assets2011-12-31$31,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,685,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,229,511
Total income from all sources (including contributions)2011-12-31$41,074,281
Total loss/gain on sale of assets2011-12-31$182,197
Total of all expenses incurred2011-12-31$39,367,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$38,044,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$40,616,114
Value of total assets at end of year2011-12-31$66,265,672
Value of total assets at beginning of year2011-12-31$65,103,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,323,905
Total income from rents2011-12-31$39,672
Total interest from all sources2011-12-31$65,903
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$575,392
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$707,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,339,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,324,151
Other income not declared elsewhere2011-12-31$101,820
Administrative expenses (other) incurred2011-12-31$603,764
Liabilities. Value of operating payables at end of year2011-12-31$135,854
Liabilities. Value of operating payables at beginning of year2011-12-31$133,626
Total non interest bearing cash at end of year2011-12-31$300,346
Total non interest bearing cash at beginning of year2011-12-31$454,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,706,307
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,580,424
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,874,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$5,011,262
Assets. partnership/joint venture interests at beginning of year2011-12-31$6,406,911
Investment advisory and management fees2011-12-31$144,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,641,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,448,096
Value of interest in common/collective trusts at end of year2011-12-31$22,917,771
Value of interest in common/collective trusts at beginning of year2011-12-31$23,464,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,477,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,407,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,407,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$65,903
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$36,574,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$657,000
Net investment gain or loss from common/collective trusts2011-12-31$-619,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$39,908,133
Employer contributions (assets) at end of year2011-12-31$3,337,053
Employer contributions (assets) at beginning of year2011-12-31$3,340,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,469,623
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,549,394
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,095,885
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$241,218
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$257,158
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,500,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,317,803
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : EMPLOYMENT PARTNERS BENEFITS FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$994,019
Total unrealized appreciation/depreciation of assets2010-12-31$994,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,229,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,914,558
Total income from all sources (including contributions)2010-12-31$44,471,902
Total loss/gain on sale of assets2010-12-31$962,651
Total of all expenses incurred2010-12-31$40,661,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,334,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$39,123,855
Value of total assets at end of year2010-12-31$65,103,628
Value of total assets at beginning of year2010-12-31$60,977,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,326,786
Total income from rents2010-12-31$38,627
Total interest from all sources2010-12-31$46,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$643,269
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,418,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,324,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,664,981
Other income not declared elsewhere2010-12-31$64,874
Administrative expenses (other) incurred2010-12-31$551,626
Liabilities. Value of operating payables at end of year2010-12-31$133,626
Liabilities. Value of operating payables at beginning of year2010-12-31$165,439
Total non interest bearing cash at end of year2010-12-31$454,967
Total non interest bearing cash at beginning of year2010-12-31$490,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,810,725
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,874,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$54,063,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$6,406,911
Assets. partnership/joint venture interests at beginning of year2010-12-31$5,412,892
Investment advisory and management fees2010-12-31$131,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,448,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,425,289
Value of interest in common/collective trusts at end of year2010-12-31$23,464,772
Value of interest in common/collective trusts at beginning of year2010-12-31$21,283,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,407,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,346,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,346,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$46,733
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$36,755,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,060,156
Net investment gain or loss from common/collective trusts2010-12-31$2,180,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$37,705,374
Employer contributions (assets) at end of year2010-12-31$3,340,314
Employer contributions (assets) at beginning of year2010-12-31$3,080,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,579,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,095,885
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,749,119
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$257,158
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$273,116
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$14,657,852
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,695,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2008 : EMPLOYMENT PARTNERS BENEFITS FUND 2008 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$-2,682,405
Total unrealized appreciation/depreciation of assets2008-12-31$-2,682,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$12,678,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$13,414,913
Total income from all sources (including contributions)2008-12-31$33,565,253
Total loss/gain on sale of assets2008-12-31$-107,888
Total of all expenses incurred2008-12-31$43,134,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$41,657,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$39,319,181
Value of total assets at end of year2008-12-31$50,327,337
Value of total assets at beginning of year2008-12-31$60,632,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$1,477,096
Total income from rents2008-12-31$35,880
Total interest from all sources2008-12-31$160,435
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$848,553
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$710,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$2,216,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$1,850,848
Other income not declared elsewhere2008-12-31$81,395
Administrative expenses (other) incurred2008-12-31$524,909
Liabilities. Value of operating payables at end of year2008-12-31$124,679
Liabilities. Value of operating payables at beginning of year2008-12-31$132,698
Total non interest bearing cash at end of year2008-12-31$246,883
Total non interest bearing cash at beginning of year2008-12-31$242,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-9,569,295
Value of net assets at end of year (total assets less liabilities)2008-12-31$37,648,376
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$47,217,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Assets. partnership/joint venture interests at end of year2008-12-31$3,831,666
Assets. partnership/joint venture interests at beginning of year2008-12-31$7,621,959
Investment advisory and management fees2008-12-31$103,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$17,510,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$15,979,495
Value of interest in common/collective trusts at end of year2008-12-31$17,849,585
Value of interest in common/collective trusts at beginning of year2008-12-31$21,622,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$5,131,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$9,943,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$9,943,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$160,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$38,177,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-468,512
Net investment gain or loss from common/collective trusts2008-12-31$-2,772,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31Yes
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$38,608,330
Employer contributions (assets) at end of year2008-12-31$3,248,965
Employer contributions (assets) at beginning of year2008-12-31$3,094,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$3,479,823
Liabilities. Value of benefit claims payable at end of year2008-12-31$12,554,282
Liabilities. Value of benefit claims payable at beginning of year2008-12-31$13,282,215
Assets. Value of buildings and other operty used in plan operation at end of year2008-12-31$290,455
Assets. Value of buildings and other operty used in plan operation at beginning of year2008-12-31$278,253
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Aggregate proceeds on sale of assets2008-12-31$1,000,000
Aggregate carrying amount (costs) on sale of assets2008-12-31$1,107,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31MCCRORY & MCDOWELL LLC
Accountancy firm EIN2008-12-31251439370

Form 5500 Responses for EMPLOYMENT PARTNERS BENEFITS FUND

2023: EMPLOYMENT PARTNERS BENEFITS FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYMENT PARTNERS BENEFITS FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYMENT PARTNERS BENEFITS FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYMENT PARTNERS BENEFITS FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYMENT PARTNERS BENEFITS FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYMENT PARTNERS BENEFITS FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYMENT PARTNERS BENEFITS FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYMENT PARTNERS BENEFITS FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYMENT PARTNERS BENEFITS FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYMENT PARTNERS BENEFITS FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYMENT PARTNERS BENEFITS FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYMENT PARTNERS BENEFITS FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYMENT PARTNERS BENEFITS FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYMENT PARTNERS BENEFITS FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: EMPLOYMENT PARTNERS BENEFITS FUND 2008 form 5500 responses
2008-01-01Type of plan entityMulti-employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered845
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2285
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered5719
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $383,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered208
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered304
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered6845
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $367,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered867
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered339
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered958
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2254
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered5955
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $353,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered983
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2349
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered6255
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $387,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered333
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered261
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered6701
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $413,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2648
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered1031
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered6469
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $384,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2725
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered1064
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3777
Policy instance 4
Insurance contract or identification number3777
Number of Individuals Covered1133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number001
Policy instance 3
Insurance contract or identification number001
Number of Individuals Covered2805
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0137527
Policy instance 2
Insurance contract or identification number0137527
Number of Individuals Covered7139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $66
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $405,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameCONDUENT HR CONSULTING LLC
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2601
Policy instance 1
Insurance contract or identification number2601
Number of Individuals Covered339
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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