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LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 401k Plan overview

Plan NameLABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND
Plan identification number 501

LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

LABORERS DISTRICT COUNCIL OF W. PA WELFARE FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:LABORERS DISTRICT COUNCIL OF W. PA WELFARE FUND BOARD OF TRUSTEES
Employer identification number (EIN):256035806
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012016-01-01PAUL SCABILLONI
5012015-01-01PAUL SCABILLONI
5012014-01-01PAUL SCABILLONI
5012013-01-01PAUL SCABILLONI
5012012-01-01PAUL SCABILLONI
5012011-01-01JOHN BUSSE
5012009-01-01 JOHN BUSSE2010-10-12
5012009-01-01JOHN BUSSE

Plan Statistics for LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND

401k plan membership statisitcs for LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND

Measure Date Value
2022: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-015,960
Total number of active participants reported on line 7a of the Form 55002022-01-015,448
Number of retired or separated participants receiving benefits2022-01-01365
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-015,817
2021: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-017,027
Total number of active participants reported on line 7a of the Form 55002021-01-015,565
Number of retired or separated participants receiving benefits2021-01-01391
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-015,960
2020: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-017,111
Total number of active participants reported on line 7a of the Form 55002020-01-016,676
Number of retired or separated participants receiving benefits2020-01-01345
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-017,027
2019: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-017,056
Total number of active participants reported on line 7a of the Form 55002019-01-016,719
Number of retired or separated participants receiving benefits2019-01-01382
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-017,111
2018: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-016,672
Total number of active participants reported on line 7a of the Form 55002018-01-016,642
Number of retired or separated participants receiving benefits2018-01-01403
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-017,056
2016: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-016,611
Total number of active participants reported on line 7a of the Form 55002016-01-016,080
Number of retired or separated participants receiving benefits2016-01-01395
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-016,513
2015: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,529
Total number of active participants reported on line 7a of the Form 55002015-01-016,198
Number of retired or separated participants receiving benefits2015-01-01374
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-016,611
2014: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-016,453
Total number of active participants reported on line 7a of the Form 55002014-01-016,066
Number of retired or separated participants receiving benefits2014-01-01419
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-016,529
Number of employers contributing to the scheme2014-01-01643
2013: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-016,847
Total number of active participants reported on line 7a of the Form 55002013-01-015,912
Number of retired or separated participants receiving benefits2013-01-01493
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-016,453
Number of employers contributing to the scheme2013-01-01791
2012: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-016,682
Total number of active participants reported on line 7a of the Form 55002012-01-016,329
Number of retired or separated participants receiving benefits2012-01-01470
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-016,847
Number of employers contributing to the scheme2012-01-01771
2011: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-016,644
Total number of active participants reported on line 7a of the Form 55002011-01-016,019
Number of retired or separated participants receiving benefits2011-01-01629
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-016,682
Number of employers contributing to the scheme2011-01-01695
2009: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-017,148
Total number of active participants reported on line 7a of the Form 55002009-01-016,130
Number of retired or separated participants receiving benefits2009-01-01646
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-016,813
Number of employers contributing to the scheme2009-01-01720

Financial Data on LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND

Measure Date Value
2022 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-14,890,698
Total unrealized appreciation/depreciation of assets2022-12-31$-14,890,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,226,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,364,513
Total income from all sources (including contributions)2022-12-31$95,705,079
Total loss/gain on sale of assets2022-12-31$-3,690,931
Total of all expenses incurred2022-12-31$87,985,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$84,966,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$111,325,954
Value of total assets at end of year2022-12-31$426,531,211
Value of total assets at beginning of year2022-12-31$418,949,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,018,921
Total interest from all sources2022-12-31$3,695,795
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,767,655
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$1,000,933
Administrative expenses professional fees incurred2022-12-31$207,527
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
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$1,226,920
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,419,206
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$914,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,306,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,468,781
Administrative expenses (other) incurred2022-12-31$1,767,913
Liabilities. Value of operating payables at end of year2022-12-31$1,226,699
Liabilities. Value of operating payables at beginning of year2022-12-31$1,364,513
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$7,719,855
Value of net assets at end of year (total assets less liabilities)2022-12-31$425,304,512
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$417,584,657
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$34,371,473
Assets. partnership/joint venture interests at beginning of year2022-12-31$27,666,232
Investment advisory and management fees2022-12-31$1,043,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,732,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$67,621,639
Interest earned on other investments2022-12-31$270,426
Income. Interest from US Government securities2022-12-31$1,254,391
Income. Interest from corporate debt instruments2022-12-31$2,147,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$737,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,503,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,503,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,979
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$26,907,614
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$30,256,386
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,665,734
Asset value of US Government securities at end of year2022-12-31$67,747,909
Asset value of US Government securities at beginning of year2022-12-31$52,588,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,153,924
Net gain/loss from 103.12 investment entities2022-12-31$-3,348,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$110,099,034
Employer contributions (assets) at end of year2022-12-31$9,130,077
Employer contributions (assets) at beginning of year2022-12-31$10,017,766
Income. Dividends from common stock2022-12-31$2,766,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$83,300,569
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$41,615,688
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$47,198,868
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$35,107,257
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$35,449,878
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$143,455,040
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$144,263,008
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$136,013,817
Aggregate carrying amount (costs) on sale of assets2022-12-31$139,704,748
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SISTERSON & CO. LLP
Accountancy firm EIN2022-12-31251467156
2021 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$26,071,565
Total unrealized appreciation/depreciation of assets2021-12-31$26,071,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,364,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,103,176
Total income from all sources (including contributions)2021-12-31$149,820,349
Total loss/gain on sale of assets2021-12-31$1,724,339
Total of all expenses incurred2021-12-31$91,313,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$88,506,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$112,703,869
Value of total assets at end of year2021-12-31$418,949,170
Value of total assets at beginning of year2021-12-31$360,180,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,807,107
Total interest from all sources2021-12-31$2,935,661
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,034,742
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$793,992
Administrative expenses professional fees incurred2021-12-31$131,891
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
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$1,263,841
Assets. Other investments not covered elsewhere at end of year2021-12-31$914,148
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,181,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,468,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$811,038
Administrative expenses (other) incurred2021-12-31$1,661,158
Liabilities. Value of operating payables at end of year2021-12-31$1,364,513
Liabilities. Value of operating payables at beginning of year2021-12-31$1,103,176
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$58,507,027
Value of net assets at end of year (total assets less liabilities)2021-12-31$417,584,657
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$359,077,630
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$27,666,232
Assets. partnership/joint venture interests at beginning of year2021-12-31$20,514,741
Investment advisory and management fees2021-12-31$1,014,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$67,621,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,928,810
Interest earned on other investments2021-12-31$468,898
Income. Interest from US Government securities2021-12-31$551,605
Income. Interest from corporate debt instruments2021-12-31$1,880,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,503,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,476,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,476,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$34,919
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$30,256,386
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$27,074,376
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,764,831
Asset value of US Government securities at end of year2021-12-31$52,588,798
Asset value of US Government securities at beginning of year2021-12-31$46,319,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$168,163
Net gain/loss from 103.12 investment entities2021-12-31$3,182,010
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$111,440,028
Employer contributions (assets) at end of year2021-12-31$10,017,766
Employer contributions (assets) at beginning of year2021-12-31$8,790,770
Income. Dividends from common stock2021-12-31$2,240,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$86,741,384
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$47,198,868
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$44,608,281
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$35,449,878
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$28,875,798
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$144,263,008
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$114,599,541
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$132,485,281
Aggregate carrying amount (costs) on sale of assets2021-12-31$130,760,942
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SISTERSON & CO. LLP
Accountancy firm EIN2021-12-31251467156
2020 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$11,605,417
Total unrealized appreciation/depreciation of assets2020-12-31$11,605,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,103,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,500,833
Total income from all sources (including contributions)2020-12-31$122,689,519
Total loss/gain on sale of assets2020-12-31$-2,208,887
Total of all expenses incurred2020-12-31$89,776,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$86,773,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$110,219,550
Value of total assets at end of year2020-12-31$360,180,806
Value of total assets at beginning of year2020-12-31$329,665,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,003,127
Total interest from all sources2020-12-31$3,029,346
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,047,953
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$960,147
Administrative expenses professional fees incurred2020-12-31$172,327
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
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$1,403,465
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,181,555
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$746,741
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,978,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$811,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$933,718
Administrative expenses (other) incurred2020-12-31$1,959,732
Liabilities. Value of operating payables at end of year2020-12-31$1,103,176
Liabilities. Value of operating payables at beginning of year2020-12-31$3,500,833
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$32,913,143
Value of net assets at end of year (total assets less liabilities)2020-12-31$359,077,630
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$326,164,487
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$20,514,741
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,500,000
Investment advisory and management fees2020-12-31$871,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$65,928,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,384,079
Interest earned on other investments2020-12-31$232,143
Income. Interest from US Government securities2020-12-31$666,380
Income. Interest from corporate debt instruments2020-12-31$2,073,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,476,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,661,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,661,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$57,208
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$27,074,376
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$28,430,993
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$84,794,384
Asset value of US Government securities at end of year2020-12-31$46,319,600
Asset value of US Government securities at beginning of year2020-12-31$53,322,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,647,243
Net gain/loss from 103.12 investment entities2020-12-31$-1,356,617
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$108,816,085
Employer contributions (assets) at end of year2020-12-31$8,790,770
Employer contributions (assets) at beginning of year2020-12-31$11,224,750
Income. Dividends from common stock2020-12-31$2,087,806
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$44,608,281
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$37,841,682
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$28,875,798
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$21,492,003
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$114,599,541
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$102,126,938
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$179,923,086
Aggregate carrying amount (costs) on sale of assets2020-12-31$182,131,973
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SISTERSON & CO. LLP
Accountancy firm EIN2020-12-31251467156
2019 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$20,558,991
Total unrealized appreciation/depreciation of assets2019-12-31$20,558,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,500,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$743,699
Total income from all sources (including contributions)2019-12-31$169,162,677
Total loss/gain on sale of assets2019-12-31$3,355,108
Total of all expenses incurred2019-12-31$87,944,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$84,935,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$132,122,830
Value of total assets at end of year2019-12-31$329,665,320
Value of total assets at beginning of year2019-12-31$245,689,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,009,283
Total interest from all sources2019-12-31$2,814,578
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,828,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,058,066
Administrative expenses professional fees incurred2019-12-31$357,736
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
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$1,590,947
Assets. Other investments not covered elsewhere at end of year2019-12-31$746,741
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,058,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$933,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$812,400
Administrative expenses (other) incurred2019-12-31$1,769,770
Liabilities. Value of operating payables at end of year2019-12-31$3,500,833
Liabilities. Value of operating payables at beginning of year2019-12-31$743,699
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$81,218,390
Value of net assets at end of year (total assets less liabilities)2019-12-31$326,164,487
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$244,946,097
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$2,500,000
Investment advisory and management fees2019-12-31$881,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,384,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,257,380
Interest earned on other investments2019-12-31$49,865
Income. Interest from US Government securities2019-12-31$1,082,531
Income. Interest from corporate debt instruments2019-12-31$1,606,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,661,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,438,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,438,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,950
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$28,430,993
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$21,927,651
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$82,876,544
Asset value of US Government securities at end of year2019-12-31$53,322,669
Asset value of US Government securities at beginning of year2019-12-31$45,450,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,979,097
Net gain/loss from 103.12 investment entities2019-12-31$4,503,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$130,531,883
Employer contributions (assets) at end of year2019-12-31$11,224,750
Employer contributions (assets) at beginning of year2019-12-31$15,125,696
Income. Dividends from common stock2019-12-31$1,770,665
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$37,841,682
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$30,321,222
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$21,492,003
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$15,850,810
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$102,126,938
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$71,493,938
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$120,820,300
Aggregate carrying amount (costs) on sale of assets2019-12-31$117,465,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SISTERSON & CO. LLP
Accountancy firm EIN2019-12-31251467156
2018 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,247,339
Total unrealized appreciation/depreciation of assets2018-12-31$-10,247,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$743,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,927,869
Total income from all sources (including contributions)2018-12-31$116,543,397
Total loss/gain on sale of assets2018-12-31$-835,032
Total of all expenses incurred2018-12-31$89,032,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$86,435,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$127,532,289
Value of total assets at end of year2018-12-31$245,689,796
Value of total assets at beginning of year2018-12-31$219,362,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,596,286
Total interest from all sources2018-12-31$2,402,950
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,219,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,013,950
Administrative expenses professional fees incurred2018-12-31$210,860
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
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$1,781,601
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,315
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,051,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$812,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$774,812
Administrative expenses (other) incurred2018-12-31$1,631,995
Liabilities. Value of operating payables at end of year2018-12-31$743,699
Liabilities. Value of operating payables at beginning of year2018-12-31$1,927,869
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$27,511,344
Value of net assets at end of year (total assets less liabilities)2018-12-31$244,946,097
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$217,434,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$753,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,257,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,942,483
Interest earned on other investments2018-12-31$102,211
Income. Interest from US Government securities2018-12-31$888,673
Income. Interest from corporate debt instruments2018-12-31$1,380,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,438,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,394,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,394,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$31,846
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$21,927,651
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$20,506,585
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$84,383,828
Asset value of US Government securities at end of year2018-12-31$45,450,401
Asset value of US Government securities at beginning of year2018-12-31$44,128,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,950,142
Net gain/loss from 103.12 investment entities2018-12-31$-2,578,934
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$125,750,688
Employer contributions (assets) at end of year2018-12-31$15,125,696
Employer contributions (assets) at beginning of year2018-12-31$13,438,722
Income. Dividends from common stock2018-12-31$1,205,655
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$30,321,222
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$27,811,445
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$15,850,810
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$14,530,114
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$71,493,938
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$62,822,609
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$113,155,530
Aggregate carrying amount (costs) on sale of assets2018-12-31$113,990,562
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 name2018-12-31SISTERSON & CO. LLP
Accountancy firm EIN2018-12-31251467156
2016 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,527,483
Total unrealized appreciation/depreciation of assets2016-12-31$3,527,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,723,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,231,462
Total income from all sources (including contributions)2016-12-31$110,137,802
Total loss/gain on sale of assets2016-12-31$832,430
Total of all expenses incurred2016-12-31$92,008,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$89,167,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$101,867,491
Value of total assets at end of year2016-12-31$176,504,615
Value of total assets at beginning of year2016-12-31$158,883,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,840,277
Total interest from all sources2016-12-31$1,720,449
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,263,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$564,371
Administrative expenses professional fees incurred2016-12-31$210,150
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,164,730
Assets. Other investments not covered elsewhere at end of year2016-12-31$87,107
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,979,380
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$518,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$711,108
Administrative expenses (other) incurred2016-12-31$1,998,951
Liabilities. Value of operating payables at end of year2016-12-31$1,723,022
Liabilities. Value of operating payables at beginning of year2016-12-31$2,231,462
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$18,129,541
Value of net assets at end of year (total assets less liabilities)2016-12-31$174,781,593
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$156,652,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$631,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,680,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,454,182
Interest earned on other investments2016-12-31$39,807
Income. Interest from US Government securities2016-12-31$687,946
Income. Interest from corporate debt instruments2016-12-31$967,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,460,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,664,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,664,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$25,009
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$12,701,291
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$6,791,751
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$87,188,604
Asset value of US Government securities at end of year2016-12-31$30,446,421
Asset value of US Government securities at beginning of year2016-12-31$36,492,811
Net gain/loss from 103.12 investment entities2016-12-31$409,539
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$99,702,761
Employer contributions (assets) at end of year2016-12-31$9,689,438
Employer contributions (assets) at beginning of year2016-12-31$8,882,032
Income. Dividends from common stock2016-12-31$699,077
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$19,943,743
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$21,424,946
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,853,406
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,762,614
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$53,123,975
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$29,684,421
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$75,545,690
Aggregate carrying amount (costs) on sale of assets2016-12-31$74,713,260
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SISTERSON & CO. LLP
Accountancy firm EIN2016-12-31251467156
2015 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,018,404
Total unrealized appreciation/depreciation of assets2015-12-31$-1,018,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,231,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,132,673
Total income from all sources (including contributions)2015-12-31$101,312,601
Total loss/gain on sale of assets2015-12-31$294,610
Total of all expenses incurred2015-12-31$84,021,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,915,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$101,091,514
Value of total assets at end of year2015-12-31$158,883,514
Value of total assets at beginning of year2015-12-31$146,493,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,106,075
Total interest from all sources2015-12-31$1,849,449
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$920,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$482,211
Administrative expenses professional fees incurred2015-12-31$205,730
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,374,147
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,475
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$642,401
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,725,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$711,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$947,362
Other income not declared elsewhere2015-12-31$10,841
Administrative expenses (other) incurred2015-12-31$3,373,272
Liabilities. Value of operating payables at end of year2015-12-31$2,231,462
Liabilities. Value of operating payables at beginning of year2015-12-31$7,132,673
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$17,291,196
Value of net assets at end of year (total assets less liabilities)2015-12-31$156,652,052
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$139,360,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$539,349
Investment advisory and management fees2015-12-31$527,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,454,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,850,026
Interest earned on other investments2015-12-31$5,638
Income. Interest from US Government securities2015-12-31$758,535
Income. Interest from corporate debt instruments2015-12-31$1,027,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,664,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,397,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,397,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$57,845
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$6,791,751
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$6,063,861
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$78,189,433
Asset value of US Government securities at end of year2015-12-31$36,492,811
Asset value of US Government securities at beginning of year2015-12-31$30,450,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,563,512
Net gain/loss from 103.12 investment entities2015-12-31$-272,110
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$98,717,367
Employer contributions (assets) at end of year2015-12-31$8,882,032
Employer contributions (assets) at beginning of year2015-12-31$6,912,856
Income. Dividends from common stock2015-12-31$438,002
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$21,424,946
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$23,939,355
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,762,614
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$5,482,840
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$29,684,421
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$20,267,488
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$65,857,118
Aggregate carrying amount (costs) on sale of assets2015-12-31$65,562,508
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 name2015-12-31SISTERSON & CO. LLP
Accountancy firm EIN2015-12-31251467156
2014 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$950,656
Total unrealized appreciation/depreciation of assets2014-12-31$950,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,132,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,127,116
Total income from all sources (including contributions)2014-12-31$97,609,540
Total loss/gain on sale of assets2014-12-31$307,432
Total of all expenses incurred2014-12-31$75,455,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$73,093,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$93,519,363
Value of total assets at end of year2014-12-31$146,493,529
Value of total assets at beginning of year2014-12-31$119,334,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,362,139
Total interest from all sources2014-12-31$1,428,924
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,403,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,059,988
Administrative expenses professional fees incurred2014-12-31$237,112
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,686,744
Assets. Other investments not covered elsewhere at end of year2014-12-31$642,401
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$342,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$947,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$420,092
Administrative expenses (other) incurred2014-12-31$1,655,628
Liabilities. Value of operating payables at end of year2014-12-31$7,132,673
Liabilities. Value of operating payables at beginning of year2014-12-31$2,127,116
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$22,153,743
Value of net assets at end of year (total assets less liabilities)2014-12-31$139,360,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$117,207,113
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$539,349
Assets. partnership/joint venture interests at beginning of year2014-12-31$501,679
Investment advisory and management fees2014-12-31$469,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,850,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,530,643
Interest earned on other investments2014-12-31$26,151
Income. Interest from US Government securities2014-12-31$540,566
Income. Interest from corporate debt instruments2014-12-31$815,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,397,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,905,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,905,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47,087
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$6,063,861
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$6,205,661
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$73,093,658
Asset value of US Government securities at end of year2014-12-31$30,450,377
Asset value of US Government securities at beginning of year2014-12-31$22,174,845
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$90,832,619
Employer contributions (assets) at end of year2014-12-31$6,912,856
Employer contributions (assets) at beginning of year2014-12-31$6,742,130
Income. Dividends from common stock2014-12-31$343,177
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$23,939,355
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$17,367,873
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$5,482,840
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,100,471
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$20,267,488
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,042,427
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$35,994,902
Aggregate carrying amount (costs) on sale of assets2014-12-31$35,687,470
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 name2014-12-31SISTERSON & CO.LLP
Accountancy firm EIN2014-12-31251467156
2013 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,715,501
Total unrealized appreciation/depreciation of assets2013-12-31$2,715,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,127,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$994,064
Total income from all sources (including contributions)2013-12-31$93,539,886
Total loss/gain on sale of assets2013-12-31$820,167
Total of all expenses incurred2013-12-31$87,275,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$84,741,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$86,018,311
Value of total assets at end of year2013-12-31$119,334,229
Value of total assets at beginning of year2013-12-31$111,936,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,534,136
Total interest from all sources2013-12-31$1,417,398
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,156,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$839,055
Administrative expenses professional fees incurred2013-12-31$261,684
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,825,304
Assets. Other investments not covered elsewhere at end of year2013-12-31$342,543
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$420,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$381,995
Administrative expenses (other) incurred2013-12-31$1,869,450
Liabilities. Value of operating payables at end of year2013-12-31$2,127,116
Liabilities. Value of operating payables at beginning of year2013-12-31$994,064
Total non interest bearing cash at beginning of year2013-12-31$111
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$6,264,277
Value of net assets at end of year (total assets less liabilities)2013-12-31$117,207,113
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$110,942,836
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$501,679
Assets. partnership/joint venture interests at beginning of year2013-12-31$459,065
Investment advisory and management fees2013-12-31$403,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,530,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,150,086
Interest earned on other investments2013-12-31$8,727
Income. Interest from US Government securities2013-12-31$596,815
Income. Interest from corporate debt instruments2013-12-31$811,856
Value of interest in common/collective trusts at beginning of year2013-12-31$5,045,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,905,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,450,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,450,804
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$6,205,661
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$84,741,473
Asset value of US Government securities at end of year2013-12-31$22,174,845
Asset value of US Government securities at beginning of year2013-12-31$23,920,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$252,397
Net gain/loss from 103.12 investment entities2013-12-31$1,159,885
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$83,193,007
Employer contributions (assets) at end of year2013-12-31$6,742,130
Employer contributions (assets) at beginning of year2013-12-31$6,961,559
Income. Dividends from common stock2013-12-31$317,172
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$17,367,873
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$16,417,247
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,100,471
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,736,540
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,042,427
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$13,400,932
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$39,322,265
Aggregate carrying amount (costs) on sale of assets2013-12-31$38,502,098
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 name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,621,121
Total unrealized appreciation/depreciation of assets2012-12-31$1,621,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$994,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,547,293
Total income from all sources (including contributions)2012-12-31$96,345,800
Total loss/gain on sale of assets2012-12-31$559,804
Total of all expenses incurred2012-12-31$84,897,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$82,349,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,199,843
Value of total assets at end of year2012-12-31$111,936,900
Value of total assets at beginning of year2012-12-31$101,041,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,547,584
Total interest from all sources2012-12-31$1,453,068
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,302,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,005,789
Administrative expenses professional fees incurred2012-12-31$288,892
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,955,600
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,085
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$16,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$381,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$452,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$519,022
Administrative expenses (other) incurred2012-12-31$1,861,565
Liabilities. Value of operating payables at end of year2012-12-31$994,064
Liabilities. Value of operating payables at beginning of year2012-12-31$1,028,271
Total non interest bearing cash at end of year2012-12-31$111
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$11,448,525
Value of net assets at end of year (total assets less liabilities)2012-12-31$110,942,836
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$99,494,311
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$459,065
Assets. partnership/joint venture interests at beginning of year2012-12-31$377,558
Investment advisory and management fees2012-12-31$397,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,150,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,372,153
Interest earned on other investments2012-12-31$3,147
Income. Interest from US Government securities2012-12-31$657,379
Income. Interest from corporate debt instruments2012-12-31$770,600
Value of interest in common/collective trusts at end of year2012-12-31$5,045,776
Value of interest in common/collective trusts at beginning of year2012-12-31$3,703,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,450,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21,942
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$82,349,691
Asset value of US Government securities at end of year2012-12-31$23,920,700
Asset value of US Government securities at beginning of year2012-12-31$23,505,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,867,739
Net investment gain or loss from common/collective trusts2012-12-31$341,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$86,244,243
Employer contributions (assets) at end of year2012-12-31$6,961,559
Employer contributions (assets) at beginning of year2012-12-31$8,462,791
Income. Dividends from common stock2012-12-31$296,519
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$16,417,247
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$14,596,026
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,736,540
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,911,753
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$13,400,932
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$11,641,113
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$39,857,457
Aggregate carrying amount (costs) on sale of assets2012-12-31$39,297,653
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 name2012-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2012-12-31251249913
2011 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$697,486
Total unrealized appreciation/depreciation of assets2011-12-31$697,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,547,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,531,664
Total income from all sources (including contributions)2011-12-31$84,692,570
Total loss/gain on sale of assets2011-12-31$142,753
Total of all expenses incurred2011-12-31$77,537,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,990,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$81,996,908
Value of total assets at end of year2011-12-31$101,041,604
Value of total assets at beginning of year2011-12-31$93,870,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,546,777
Total interest from all sources2011-12-31$1,354,648
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,135,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$896,186
Administrative expenses professional fees incurred2011-12-31$353,148
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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$3,393,597
Assets. Other investments not covered elsewhere at end of year2011-12-31$16,991
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$452,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$592,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$519,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$899,300
Administrative expenses (other) incurred2011-12-31$1,819,835
Liabilities. Value of operating payables at end of year2011-12-31$1,028,271
Liabilities. Value of operating payables at beginning of year2011-12-31$632,364
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$7,155,425
Value of net assets at end of year (total assets less liabilities)2011-12-31$99,494,311
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,338,886
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$377,558
Investment advisory and management fees2011-12-31$373,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,372,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,275,462
Interest earned on other investments2011-12-31$18,735
Income. Interest from US Government securities2011-12-31$612,666
Income. Interest from corporate debt instruments2011-12-31$723,256
Value of interest in common/collective trusts at end of year2011-12-31$3,703,859
Value of interest in common/collective trusts at beginning of year2011-12-31$3,867,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-9
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$74,986,600
Asset value of US Government securities at end of year2011-12-31$23,505,748
Asset value of US Government securities at beginning of year2011-12-31$23,121,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-211,721
Net investment gain or loss from common/collective trusts2011-12-31$-280,235
Net gain/loss from 103.12 investment entities2011-12-31$-142,636
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$78,603,311
Employer contributions (assets) at end of year2011-12-31$8,462,791
Employer contributions (assets) at beginning of year2011-12-31$6,838,405
Income. Dividends from common stock2011-12-31$239,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,768
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$14,596,026
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$12,689,891
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,911,753
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,480,943
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$11,641,113
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$12,992,872
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$45,760,556
Aggregate carrying amount (costs) on sale of assets2011-12-31$45,617,803
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 name2011-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2011-12-31251249913
2010 : LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,583,453
Total unrealized appreciation/depreciation of assets2010-12-31$1,583,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,531,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$655,691
Total income from all sources (including contributions)2010-12-31$83,718,491
Total loss/gain on sale of assets2010-12-31$781,925
Total of all expenses incurred2010-12-31$76,538,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$74,200,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$78,034,751
Value of total assets at end of year2010-12-31$93,870,550
Value of total assets at beginning of year2010-12-31$85,814,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,337,392
Total interest from all sources2010-12-31$1,397,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,040,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$871,344
Administrative expenses professional fees incurred2010-12-31$312,851
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$49,012
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$75,163,528
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,292
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$87,383
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,871,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$592,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$420,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$899,300
Administrative expenses (other) incurred2010-12-31$1,693,532
Liabilities. Value of operating payables at end of year2010-12-31$632,364
Liabilities. Value of operating payables at beginning of year2010-12-31$655,691
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$7,180,286
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,338,886
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$85,158,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$331,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,275,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,496,660
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Income. Interest from US Government securities2010-12-31$653,275
Income. Interest from corporate debt instruments2010-12-31$744,657
Value of interest in common/collective trusts at end of year2010-12-31$3,867,188
Value of interest in common/collective trusts at beginning of year2010-12-31$3,773,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-37
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$74,111,855
Asset value of US Government securities at end of year2010-12-31$23,121,925
Asset value of US Government securities at beginning of year2010-12-31$26,573,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$822,918
Net investment gain or loss from common/collective trusts2010-12-31$56,884
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
Employer contributions (assets) at end of year2010-12-31$6,838,405
Employer contributions (assets) at beginning of year2010-12-31$6,483,317
Income. Dividends from common stock2010-12-31$169,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$88,958
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$12,689,891
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$9,655,106
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,480,943
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,913,238
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$12,992,872
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$11,357,765
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$48,982,898
Aggregate carrying amount (costs) on sale of assets2010-12-31$48,200,973
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 name2010-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2010-12-31251249913

Form 5500 Responses for LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND

2022: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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
2016: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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: LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 3
Insurance contract or identification number1030801
Number of Individuals Covered21462
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $50,082
Total amount of fees paid to insurance companyUSD $19,595
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
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 $1,089,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,082
Insurance broker organization code?3
Amount paid for insurance broker fees19595
Additional information about fees paid to insurance broker*BONUS
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4068020010 SSLS
Policy instance 2
Insurance contract or identification number4068020010 SSLS
Number of Individuals Covered5887
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 $571,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 1
Insurance contract or identification numberLPA-001
Number of Individuals Covered12148
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $731,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098345
Policy instance 4
Insurance contract or identification number1098345
Number of Individuals Covered5521
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $27,549
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $661,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,549
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098345
Policy instance 3
Insurance contract or identification number1098345
Number of Individuals Covered6795
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $804,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 4
Insurance contract or identification number1030801
Number of Individuals Covered25932
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,279
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
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 $1,246,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees20279
Additional information about fees paid to insurance broker*BONUS
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 2
Insurance contract or identification numberLPA-001
Number of Individuals Covered12719
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $787,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4068020010 SSLS
Policy instance 1
Insurance contract or identification number4068020010 SSLS
Number of Individuals Covered6041
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 $821,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098345
Policy instance 1
Insurance contract or identification number1098345
Number of Individuals Covered6795
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $804,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 2
Insurance contract or identification number1030801
Number of Individuals Covered25932
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,279
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
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 $1,246,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees20279
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4068020010 SSLS
Policy instance 3
Insurance contract or identification number4068020010 SSLS
Number of Individuals Covered7145
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 $860,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 4
Insurance contract or identification numberLPA-001
Number of Individuals Covered14759
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $858,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4068020010 SSLS
Policy instance 1
Insurance contract or identification number4068020010 SSLS
Number of Individuals Covered7268
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 $820,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098345
Policy instance 2
Insurance contract or identification number1098345
Number of Individuals Covered6854
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 $8,020
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $824,126
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 fees8020
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 3
Insurance contract or identification number1030801
Number of Individuals Covered26890
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 $12,353
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
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 $1,296,923
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 fees12353
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 4
Insurance contract or identification numberLPA-001
Number of Individuals Covered15263
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $891,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 1
Insurance contract or identification numberH66085
Number of Individuals Covered6632
Insurance policy start date2018-01-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $635,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4068020010 SSLS
Policy instance 2
Insurance contract or identification number4068020010 SSLS
Number of Individuals Covered7165
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 $672,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 3
Insurance contract or identification numberLPA-001
Number of Individuals Covered15218
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098345
Policy instance 4
Insurance contract or identification number1098345
Number of Individuals Covered6731
Insurance policy start date2018-10-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $133,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 5
Insurance contract or identification number1030801
Number of Individuals Covered25367
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
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 $1,320,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 3
Insurance contract or identification numberLPA-001
Number of Individuals Covered15272
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $832,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 1
Insurance contract or identification numberH66085
Number of Individuals Covered6246
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $598,031
HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 )
Policy contract number405062 0010SSLS
Policy instance 2
Insurance contract or identification number405062 0010SSLS
Number of Individuals Covered6688
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $472,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameCOWDEN ASSOCIATES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 4
Insurance contract or identification number1030801
Number of Individuals Covered27643
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,487
Are there contracts with allocated funds for individual policies?No
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
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 $1,153,301
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2487
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameCOWDEN ASSOC. INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 1
Insurance contract or identification number1030801
Number of Individuals Covered27384
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $1,168,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 2
Insurance contract or identification numberH66085
Number of Individuals Covered6121
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $590,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 )
Policy contract number405062 0010SSLS
Policy instance 3
Insurance contract or identification number405062 0010SSLS
Number of Individuals Covered6609
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $374,177
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 fees0
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS LLC
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 4
Insurance contract or identification numberLPA-001
Number of Individuals Covered14991
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $785,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 2
Insurance contract or identification numberH66085
Number of Individuals Covered5949
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $678,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 2
Insurance contract or identification number1030801
Number of Individuals Covered27066
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $1,116,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 3
Insurance contract or identification numberH66085
Number of Individuals Covered5949
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $678,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 4
Insurance contract or identification numberLPA-001
Number of Individuals Covered14925
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,932
Are there contracts with allocated funds for individual policies?No
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 $820,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 1
Insurance contract or identification numberLPA-001
Number of Individuals Covered14925
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,932
Are there contracts with allocated funds for individual policies?No
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 $820,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees36932
Additional information about fees paid to insurance brokerINSURANCE FEES
Insurance broker organization code?3
Insurance broker nameHM LIFE INSURANCE COMPANY
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01536501
Policy instance 3
Insurance contract or identification number01536501
Number of Individuals Covered14780
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $82,024,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1030801
Policy instance 4
Insurance contract or identification number1030801
Number of Individuals Covered27066
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $1,116,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01536501
Policy instance 1
Insurance contract or identification number01536501
Number of Individuals Covered14780
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $82,024,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 1
Insurance contract or identification numberLPA-001
Number of Individuals Covered15688
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,674
Are there contracts with allocated funds for individual policies?No
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 $837,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37674
Additional information about fees paid to insurance brokerINSURANCE FEES
Insurance broker organization code?3
Insurance broker nameHM LIFE INSURANCE COMPANY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 2
Insurance contract or identification numberH66085
Number of Individuals Covered6385
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $1,414,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01536501
Policy instance 3
Insurance contract or identification number01536501
Number of Individuals Covered15635
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $79,475,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395224G
Policy instance 4
Insurance contract or identification number395224G
Number of Individuals Covered22518
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedACCIDENTAL DEATH & DISMEMBERMENT
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 $333,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01536501
Policy instance 2
Insurance contract or identification number01536501
Number of Individuals Covered15153
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $72,134,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395224G
Policy instance 3
Insurance contract or identification number395224G
Number of Individuals Covered15035
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedACCIDENTAL DEATH & DISMEMBERMENT
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 $303,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberLPA-001
Policy instance 4
Insurance contract or identification numberLPA-001
Number of Individuals Covered15203
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,282
Are there contracts with allocated funds for individual policies?No
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 $818,402
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 1
Insurance contract or identification numberH66085
Number of Individuals Covered6039
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $1,282,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01536501
Policy instance 1
Insurance contract or identification number01536501
Number of Individuals Covered15077
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $71,898,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395224G
Policy instance 4
Insurance contract or identification number395224G
Number of Individuals Covered15392
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedACCIDENTAL DEATH & DISMEMBERMENT
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 $357,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,149
Insurance broker organization code?3
Insurance broker name
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH66085
Policy instance 2
Insurance contract or identification numberH66085
Number of Individuals Covered6102
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $603,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0708633
Policy instance 3
Insurance contract or identification number0708633
Number of Individuals Covered15140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $951,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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