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TEAMSTERS' INDUSTRY WELFARE FUND 401k Plan overview

Plan NameTEAMSTERS' INDUSTRY WELFARE FUND
Plan identification number 501

TEAMSTERS' INDUSTRY WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES - TEAMSTERS' has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - TEAMSTERS'
Employer identification number (EIN):256035969
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS' INDUSTRY 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
5012017-01-01ANGELA PETERSEN
5012016-01-01ANGELA PETERSEN
5012015-01-01ANGELA PETERSEN
5012014-01-01ANGELA PETERSEN
5012013-01-01ANGELA PETERSEN
5012012-01-01ANGELA PETERSEN
5012011-01-01LYNDA ESTEBAN
5012010-01-01ANGELA PETERSEN ANGELA PETERSEN2011-10-13
5012009-01-01ANGELA PETERSEN ANGELA PETERSEN2010-10-11

Plan Statistics for TEAMSTERS' INDUSTRY WELFARE FUND

401k plan membership statisitcs for TEAMSTERS' INDUSTRY WELFARE FUND

Measure Date Value
2022: TEAMSTERS' INDUSTRY WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01787
Total number of active participants reported on line 7a of the Form 55002022-01-01706
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01706
2021: TEAMSTERS' INDUSTRY WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01830
Total number of active participants reported on line 7a of the Form 55002021-01-01798
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01798
Number of employers contributing to the scheme2021-01-0168
2020: TEAMSTERS' INDUSTRY WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01860
Total number of active participants reported on line 7a of the Form 55002020-01-01830
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01830
Number of employers contributing to the scheme2020-01-0156
2019: TEAMSTERS' INDUSTRY WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01647
Total number of active participants reported on line 7a of the Form 55002019-01-01861
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01861
2018: TEAMSTERS' INDUSTRY WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01510
Total number of active participants reported on line 7a of the Form 55002018-01-01647
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01647
2017: TEAMSTERS' INDUSTRY WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01392
Total number of active participants reported on line 7a of the Form 55002017-01-01508
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01511
2016: TEAMSTERS' INDUSTRY WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-01385
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01392
2015: TEAMSTERS' INDUSTRY WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01426
Total number of active participants reported on line 7a of the Form 55002015-01-01398
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01405
2014: TEAMSTERS' INDUSTRY WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01428
Total number of active participants reported on line 7a of the Form 55002014-01-01426
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01426
2013: TEAMSTERS' INDUSTRY WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01453
Total number of active participants reported on line 7a of the Form 55002013-01-01428
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01428
2012: TEAMSTERS' INDUSTRY WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01398
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01453
2011: TEAMSTERS' INDUSTRY WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01385
Total number of active participants reported on line 7a of the Form 55002011-01-01402
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01402
2010: TEAMSTERS' INDUSTRY WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01373
Total number of active participants reported on line 7a of the Form 55002010-01-01387
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01387
2009: TEAMSTERS' INDUSTRY WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01384
Total number of active participants reported on line 7a of the Form 55002009-01-01376
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01376

Financial Data on TEAMSTERS' INDUSTRY WELFARE FUND

Measure Date Value
2022 : TEAMSTERS' INDUSTRY WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,413,285
Total unrealized appreciation/depreciation of assets2022-12-31$-2,413,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$128,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95,728
Total income from all sources (including contributions)2022-12-31$8,835,789
Total loss/gain on sale of assets2022-12-31$37,198
Total of all expenses incurred2022-12-31$10,448,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,917,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,258,204
Value of total assets at end of year2022-12-31$53,977,835
Value of total assets at beginning of year2022-12-31$55,557,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$530,953
Total interest from all sources2022-12-31$567,979
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$350,827
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$350,827
Administrative expenses professional fees incurred2022-12-31$122,035
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$74,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,076,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,082,152
Administrative expenses (other) incurred2022-12-31$321,173
Liabilities. Value of operating payables at end of year2022-12-31$128,499
Liabilities. Value of operating payables at beginning of year2022-12-31$95,728
Total non interest bearing cash at end of year2022-12-31$3,150,413
Total non interest bearing cash at beginning of year2022-12-31$2,252,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,612,219
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,849,336
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,461,555
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
Investment advisory and management fees2022-12-31$87,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,058,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,672,600
Income. Interest from US Government securities2022-12-31$550,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,905,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,609,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,609,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,569
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$8,511,260
Asset value of US Government securities at end of year2022-12-31$34,804,164
Asset value of US Government securities at beginning of year2022-12-31$33,959,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-965,134
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$11,184,118
Employer contributions (assets) at end of year2022-12-31$982,045
Employer contributions (assets) at beginning of year2022-12-31$981,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,405,795
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$6,199,311
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,162,113
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2022-12-31251638525
2021 : TEAMSTERS' INDUSTRY WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-858,363
Total unrealized appreciation/depreciation of assets2021-12-31$-858,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$95,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$135,026
Total income from all sources (including contributions)2021-12-31$14,864,631
Total loss/gain on sale of assets2021-12-31$-74,966
Total of all expenses incurred2021-12-31$10,412,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,875,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,737,039
Value of total assets at end of year2021-12-31$55,557,283
Value of total assets at beginning of year2021-12-31$51,144,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$537,065
Total interest from all sources2021-12-31$581,605
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$474,284
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$474,284
Administrative expenses professional fees incurred2021-12-31$127,255
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$77,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$885,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$862,207
Administrative expenses (other) incurred2021-12-31$322,684
Liabilities. Value of operating payables at end of year2021-12-31$95,728
Liabilities. Value of operating payables at beginning of year2021-12-31$135,026
Total non interest bearing cash at end of year2021-12-31$2,252,068
Total non interest bearing cash at beginning of year2021-12-31$4,416,430
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$4,452,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,461,555
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,009,428
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
Investment advisory and management fees2021-12-31$87,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,672,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,193,286
Income. Interest from US Government securities2021-12-31$580,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,609,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,222,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,222,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$818
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,648,658
Asset value of US Government securities at end of year2021-12-31$33,959,631
Asset value of US Government securities at beginning of year2021-12-31$30,184,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,005,032
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$13,659,949
Employer contributions (assets) at end of year2021-12-31$1,178,361
Employer contributions (assets) at beginning of year2021-12-31$1,266,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,226,781
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$8,200,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,274,966
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2021-12-31251638525
2020 : TEAMSTERS' INDUSTRY WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$195,630
Total unrealized appreciation/depreciation of assets2020-12-31$195,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$135,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$118,808
Total income from all sources (including contributions)2020-12-31$14,180,007
Total loss/gain on sale of assets2020-12-31$-13,227
Total of all expenses incurred2020-12-31$10,705,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,168,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,225,830
Value of total assets at end of year2020-12-31$51,144,454
Value of total assets at beginning of year2020-12-31$47,653,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$536,388
Total interest from all sources2020-12-31$472,181
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$299,593
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$299,593
Administrative expenses professional fees incurred2020-12-31$137,314
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$79,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$862,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$882,474
Administrative expenses (other) incurred2020-12-31$320,236
Liabilities. Value of operating payables at end of year2020-12-31$135,026
Liabilities. Value of operating payables at beginning of year2020-12-31$118,808
Total non interest bearing cash at end of year2020-12-31$4,416,430
Total non interest bearing cash at beginning of year2020-12-31$4,662,635
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$3,475,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,009,428
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,534,428
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
Investment advisory and management fees2020-12-31$78,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,193,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,634,702
Income. Interest from US Government securities2020-12-31$426,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,222,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,648,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,648,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$46,117
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,809,298
Asset value of US Government securities at end of year2020-12-31$30,184,486
Asset value of US Government securities at beginning of year2020-12-31$23,369,051
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$13,146,791
Employer contributions (assets) at end of year2020-12-31$1,266,007
Employer contributions (assets) at beginning of year2020-12-31$1,456,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,359,321
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$10,260,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,273,227
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2020-12-31251638525
2019 : TEAMSTERS' INDUSTRY WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,157,800
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,157,800
Total unrealized appreciation/depreciation of assets2019-12-31$1,157,800
Total unrealized appreciation/depreciation of assets2019-12-31$1,157,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118,808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$96,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$96,561
Total income from all sources (including contributions)2019-12-31$21,592,903
Total income from all sources (including contributions)2019-12-31$21,592,903
Total loss/gain on sale of assets2019-12-31$40,298
Total loss/gain on sale of assets2019-12-31$40,298
Total of all expenses incurred2019-12-31$9,403,743
Total of all expenses incurred2019-12-31$9,403,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,891,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,891,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,595,901
Value of total assets at end of year2019-12-31$47,653,236
Value of total assets at end of year2019-12-31$47,653,236
Value of total assets at beginning of year2019-12-31$35,441,829
Value of total assets at beginning of year2019-12-31$35,441,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$512,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$512,433
Total interest from all sources2019-12-31$507,201
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$291,703
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$291,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$291,703
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$291,703
Administrative expenses professional fees incurred2019-12-31$116,837
Administrative expenses professional fees incurred2019-12-31$116,837
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$91,265
Contributions received from participants2019-12-31$91,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$882,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$882,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$731,976
Administrative expenses (other) incurred2019-12-31$326,410
Administrative expenses (other) incurred2019-12-31$326,410
Liabilities. Value of operating payables at end of year2019-12-31$118,808
Liabilities. Value of operating payables at end of year2019-12-31$118,808
Liabilities. Value of operating payables at beginning of year2019-12-31$96,561
Liabilities. Value of operating payables at beginning of year2019-12-31$96,561
Total non interest bearing cash at end of year2019-12-31$4,662,635
Total non interest bearing cash at end of year2019-12-31$4,662,635
Total non interest bearing cash at beginning of year2019-12-31$2,604,505
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$12,189,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,534,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,534,428
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,345,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$69,186
Investment advisory and management fees2019-12-31$69,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,634,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Income. Interest from US Government securities2019-12-31$454,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,648,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,792,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,792,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$52,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$52,710
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,952,802
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,952,802
Asset value of US Government securities at end of year2019-12-31$23,369,051
Asset value of US Government securities at end of year2019-12-31$23,369,051
Asset value of US Government securities at beginning of year2019-12-31$25,380,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$19,504,636
Contributions received in cash from employer2019-12-31$19,504,636
Employer contributions (assets) at end of year2019-12-31$1,456,251
Employer contributions (assets) at end of year2019-12-31$1,456,251
Employer contributions (assets) at beginning of year2019-12-31$2,932,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$938,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$938,508
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,200,000
Aggregate proceeds on sale of assets2019-12-31$7,200,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,159,702
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,159,702
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GROSSMAN YANAK & FORD
Accountancy firm name2019-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2019-12-31251638525
Accountancy firm EIN2019-12-31251638525
2018 : TEAMSTERS' INDUSTRY WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-764,563
Total unrealized appreciation/depreciation of assets2018-12-31$-764,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$96,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$149,651
Total income from all sources (including contributions)2018-12-31$14,487,806
Total loss/gain on sale of assets2018-12-31$14,382
Total of all expenses incurred2018-12-31$7,833,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,427,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,466,741
Value of total assets at end of year2018-12-31$35,441,829
Value of total assets at beginning of year2018-12-31$28,840,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$406,110
Total interest from all sources2018-12-31$598,916
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$172,330
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$172,330
Administrative expenses professional fees incurred2018-12-31$59,377
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$93,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$731,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$586,770
Administrative expenses (other) incurred2018-12-31$287,932
Liabilities. Value of operating payables at end of year2018-12-31$96,561
Liabilities. Value of operating payables at beginning of year2018-12-31$149,651
Total non interest bearing cash at end of year2018-12-31$2,604,505
Total non interest bearing cash at beginning of year2018-12-31$4,017,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,654,527
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,345,268
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,690,741
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$58,801
Income. Interest from US Government securities2018-12-31$598,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,792,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$928,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$928,390
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$6,635,614
Asset value of US Government securities at end of year2018-12-31$25,380,660
Asset value of US Government securities at beginning of year2018-12-31$20,756,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$14,373,070
Employer contributions (assets) at end of year2018-12-31$2,932,255
Employer contributions (assets) at beginning of year2018-12-31$2,551,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$791,555
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$3,400,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,385,618
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 name2018-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2018-12-31251638525
2017 : TEAMSTERS' INDUSTRY WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$144,658
Total unrealized appreciation/depreciation of assets2017-12-31$144,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$149,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,144
Total income from all sources (including contributions)2017-12-31$11,850,005
Total loss/gain on sale of assets2017-12-31$-31,312
Total of all expenses incurred2017-12-31$5,910,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,499,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,285,595
Value of total assets at end of year2017-12-31$28,840,392
Value of total assets at beginning of year2017-12-31$22,837,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$411,870
Total interest from all sources2017-12-31$423,932
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$27,132
Administrative expenses professional fees incurred2017-12-31$71,773
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$97,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$586,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$429,831
Administrative expenses (other) incurred2017-12-31$286,028
Liabilities. Value of operating payables at end of year2017-12-31$149,651
Liabilities. Value of operating payables at beginning of year2017-12-31$86,144
Total non interest bearing cash at end of year2017-12-31$4,017,416
Total non interest bearing cash at beginning of year2017-12-31$2,302,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,939,123
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,690,741
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,751,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$54,069
Income. Interest from US Government securities2017-12-31$423,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$928,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$791,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$791,100
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,589,099
Asset value of US Government securities at end of year2017-12-31$20,756,628
Asset value of US Government securities at beginning of year2017-12-31$18,847,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,188,383
Employer contributions (assets) at end of year2017-12-31$2,551,188
Employer contributions (assets) at beginning of year2017-12-31$467,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$909,913
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,200,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,231,312
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2017-12-31251638525
2016 : TEAMSTERS' INDUSTRY WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$275,294
Total unrealized appreciation/depreciation of assets2016-12-31$275,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124,553
Total income from all sources (including contributions)2016-12-31$7,150,977
Total loss/gain on sale of assets2016-12-31$-121,720
Total of all expenses incurred2016-12-31$5,381,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,962,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,658,713
Value of total assets at end of year2016-12-31$22,837,762
Value of total assets at beginning of year2016-12-31$21,106,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$418,561
Total interest from all sources2016-12-31$320,861
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,829
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$17,829
Administrative expenses professional fees incurred2016-12-31$68,635
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$80,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$429,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$475,016
Administrative expenses (other) incurred2016-12-31$294,364
Liabilities. Value of operating payables at end of year2016-12-31$86,144
Liabilities. Value of operating payables at beginning of year2016-12-31$124,553
Total non interest bearing cash at end of year2016-12-31$2,302,578
Total non interest bearing cash at beginning of year2016-12-31$819,500
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$1,769,606
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,751,618
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,982,012
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$55,562
Income. Interest from US Government securities2016-12-31$320,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$791,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,835,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,835,241
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,146,995
Asset value of US Government securities at end of year2016-12-31$18,847,204
Asset value of US Government securities at beginning of year2016-12-31$17,306,448
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$6,578,490
Employer contributions (assets) at end of year2016-12-31$467,049
Employer contributions (assets) at beginning of year2016-12-31$670,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$815,815
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$3,110,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,231,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2016-12-31251638525
2015 : TEAMSTERS' INDUSTRY WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-229,888
Total unrealized appreciation/depreciation of assets2015-12-31$-229,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,636
Total income from all sources (including contributions)2015-12-31$6,599,138
Total loss/gain on sale of assets2015-12-31$-138,879
Total of all expenses incurred2015-12-31$5,480,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,103,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,684,860
Value of total assets at end of year2015-12-31$21,106,565
Value of total assets at beginning of year2015-12-31$19,927,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$377,085
Total interest from all sources2015-12-31$283,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$67,902
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$100,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$475,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,037,502
Administrative expenses (other) incurred2015-12-31$254,582
Liabilities. Value of operating payables at end of year2015-12-31$124,553
Liabilities. Value of operating payables at beginning of year2015-12-31$64,636
Total non interest bearing cash at end of year2015-12-31$819,500
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,118,939
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,982,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,863,073
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
Investment advisory and management fees2015-12-31$54,601
Income. Interest from US Government securities2015-12-31$283,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,835,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,435,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,435,679
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,125,613
Asset value of US Government securities at end of year2015-12-31$17,306,448
Asset value of US Government securities at beginning of year2015-12-31$16,030,384
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$6,584,365
Employer contributions (assets) at end of year2015-12-31$670,360
Employer contributions (assets) at beginning of year2015-12-31$424,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$977,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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$2,954,383
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,093,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GROSSMAN YANAK & FORD, LLP
Accountancy firm EIN2015-12-31251638525
2014 : TEAMSTERS' INDUSTRY WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,373
Total unrealized appreciation/depreciation of assets2014-12-31$-3,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$64,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,747
Total income from all sources (including contributions)2014-12-31$6,247,086
Total loss/gain on sale of assets2014-12-31$-19,739
Total of all expenses incurred2014-12-31$4,926,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,554,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,026,788
Value of total assets at end of year2014-12-31$19,927,709
Value of total assets at beginning of year2014-12-31$18,596,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$372,101
Total interest from all sources2014-12-31$243,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$79,271
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$48,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,037,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,024,031
Administrative expenses (other) incurred2014-12-31$237,920
Liabilities. Value of operating payables at end of year2014-12-31$64,635
Liabilities. Value of operating payables at beginning of year2014-12-31$53,747
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$1,320,424
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,863,074
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,542,650
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
Investment advisory and management fees2014-12-31$54,910
Income. Interest from US Government securities2014-12-31$243,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,435,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,005,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,005,543
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,805,869
Asset value of US Government securities at end of year2014-12-31$16,030,384
Asset value of US Government securities at beginning of year2014-12-31$14,256,875
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$5,977,892
Employer contributions (assets) at end of year2014-12-31$424,144
Employer contributions (assets) at beginning of year2014-12-31$309,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$748,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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$3,200,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,219,739
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GROSSMAN YANAK & FORD, LLP
Accountancy firm EIN2014-12-31251638525
2013 : TEAMSTERS' INDUSTRY WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-170,149
Total unrealized appreciation/depreciation of assets2013-12-31$-170,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$53,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$245,420
Total income from all sources (including contributions)2013-12-31$5,393,982
Total loss/gain on sale of assets2013-12-31$-34,925
Total of all expenses incurred2013-12-31$4,488,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,135,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,391,302
Value of total assets at end of year2013-12-31$18,596,397
Value of total assets at beginning of year2013-12-31$17,882,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$353,038
Total interest from all sources2013-12-31$207,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$58,646
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$82,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,024,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,017,292
Administrative expenses (other) incurred2013-12-31$243,721
Liabilities. Value of operating payables at end of year2013-12-31$53,747
Liabilities. Value of operating payables at beginning of year2013-12-31$245,420
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$905,311
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,542,650
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,637,339
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
Investment advisory and management fees2013-12-31$50,671
Income. Interest from US Government securities2013-12-31$207,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,005,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,539,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,539,624
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,504,114
Asset value of US Government securities at end of year2013-12-31$14,256,875
Asset value of US Government securities at beginning of year2013-12-31$12,729,569
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$5,308,405
Employer contributions (assets) at end of year2013-12-31$309,948
Employer contributions (assets) at beginning of year2013-12-31$596,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$631,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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$3,160,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,194,925
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2013-12-31251638525
2012 : TEAMSTERS' INDUSTRY WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-91,685
Total unrealized appreciation/depreciation of assets2012-12-31$-91,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$245,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$108,974
Total income from all sources (including contributions)2012-12-31$6,720,891
Total of all expenses incurred2012-12-31$4,012,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,682,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,592,708
Value of total assets at end of year2012-12-31$17,882,759
Value of total assets at beginning of year2012-12-31$15,037,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$329,567
Total interest from all sources2012-12-31$219,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$56,878
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$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$83,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,017,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,935,965
Administrative expenses (other) incurred2012-12-31$225,605
Liabilities. Value of operating payables at end of year2012-12-31$245,420
Liabilities. Value of operating payables at beginning of year2012-12-31$108,974
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$2,708,485
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,637,339
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,928,854
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
Investment advisory and management fees2012-12-31$47,084
Income. Interest from US Government securities2012-12-31$219,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,539,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,707,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,707,751
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,950,479
Asset value of US Government securities at end of year2012-12-31$12,729,569
Asset value of US Government securities at beginning of year2012-12-31$11,194,648
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$6,509,464
Employer contributions (assets) at end of year2012-12-31$596,274
Employer contributions (assets) at beginning of year2012-12-31$199,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$732,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2012-12-31251638525
2011 : TEAMSTERS' INDUSTRY WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-69,071
Total unrealized appreciation/depreciation of assets2011-12-31$-69,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$108,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$102,398
Total income from all sources (including contributions)2011-12-31$4,853,228
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,440,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,095,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,688,126
Value of total assets at end of year2011-12-31$15,037,828
Value of total assets at beginning of year2011-12-31$13,618,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$345,414
Total interest from all sources2011-12-31$234,173
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$77,458
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$106,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,935,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,557,941
Administrative expenses (other) incurred2011-12-31$33,181
Liabilities. Value of operating payables at end of year2011-12-31$108,974
Liabilities. Value of operating payables at beginning of year2011-12-31$102,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,412,684
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,928,854
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,516,170
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
Investment advisory and management fees2011-12-31$45,002
Income. Interest from US Government securities2011-12-31$234,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,707,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$389,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$389,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,567,082
Asset value of US Government securities at end of year2011-12-31$11,194,648
Asset value of US Government securities at beginning of year2011-12-31$11,345,603
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$4,581,771
Employer contributions (assets) at end of year2011-12-31$199,464
Employer contributions (assets) at beginning of year2011-12-31$325,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$528,048
Contract administrator fees2011-12-31$189,773
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : TEAMSTERS' INDUSTRY WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-59,196
Total unrealized appreciation/depreciation of assets2010-12-31$-59,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$102,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,606
Total income from all sources (including contributions)2010-12-31$4,834,039
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,904,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,546,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,703,032
Value of total assets at end of year2010-12-31$13,618,568
Value of total assets at beginning of year2010-12-31$11,655,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$358,179
Total interest from all sources2010-12-31$190,203
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$88,096
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$92,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,557,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$749,131
Administrative expenses (other) incurred2010-12-31$33,251
Liabilities. Value of operating payables at end of year2010-12-31$102,398
Liabilities. Value of operating payables at beginning of year2010-12-31$68,606
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$1,929,252
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,516,170
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,586,918
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$42,449
Income. Interest from US Government securities2010-12-31$184,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$389,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,162,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,162,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
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$1,960,361
Asset value of US Government securities at end of year2010-12-31$11,345,603
Asset value of US Government securities at beginning of year2010-12-31$6,455,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,610,649
Employer contributions (assets) at end of year2010-12-31$325,307
Employer contributions (assets) at beginning of year2010-12-31$288,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$586,247
Contract administrator fees2010-12-31$194,383
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
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 name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for TEAMSTERS' INDUSTRY WELFARE FUND

2022: TEAMSTERS' INDUSTRY WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS' INDUSTRY WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS' INDUSTRY WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
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: TEAMSTERS' INDUSTRY 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
2010: TEAMSTERS' INDUSTRY WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS' INDUSTRY 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

UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered22
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582904
Policy instance 11
Insurance contract or identification number015582904
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582905
Policy instance 12
Insurance contract or identification number015582905
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered1316
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,948,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered4
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered74
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $388,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered3
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582304
Policy instance 9
Insurance contract or identification number015582304
Number of Individuals Covered40
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $211,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582305
Policy instance 10
Insurance contract or identification number015582305
Number of Individuals Covered3
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered1460
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,244,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered17
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered2
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,963
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered27
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $211,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered2
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered73
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $324,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30097840
Policy instance 13
Insurance contract or identification number30097840
Number of Individuals Covered743
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582905
Policy instance 12
Insurance contract or identification number015582905
Number of Individuals Covered3
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582904
Policy instance 11
Insurance contract or identification number015582904
Number of Individuals Covered3
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582305
Policy instance 10
Insurance contract or identification number015582305
Number of Individuals Covered7
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582304
Policy instance 9
Insurance contract or identification number015582304
Number of Individuals Covered66
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $432,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered1436
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,381,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered19
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered46
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $266,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered12
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered1
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30097840
Policy instance 13
Insurance contract or identification number30097840
Number of Individuals Covered749
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582905
Policy instance 12
Insurance contract or identification number015582905
Number of Individuals Covered3
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582904
Policy instance 11
Insurance contract or identification number015582904
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582305
Policy instance 10
Insurance contract or identification number015582305
Number of Individuals Covered2
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582304
Policy instance 9
Insurance contract or identification number015582304
Number of Individuals Covered64
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered45
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $181,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered1511
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,031,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-1,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered43
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $195,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $160,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered1173
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,186,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered919
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,259,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,646
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered42
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $179,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered11
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered2
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
Insurance policy start date2105-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582903
Policy instance 8
Insurance contract or identification number015582903
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered21
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $84,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered770
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,766,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered19
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered24
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
Insurance policy start date2104-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered22
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered796
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,227,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582900
Policy instance 5
Insurance contract or identification number015582900
Number of Individuals Covered20
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered824
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,508,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered9
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered36
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $160,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582303
Policy instance 4
Insurance contract or identification number015582303
Number of Individuals Covered0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582901
Policy instance 6
Insurance contract or identification number015582901
Number of Individuals Covered0
Insurance policy start date2103-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number015582902
Policy instance 7
Insurance contract or identification number015582902
Number of Individuals Covered3
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number15582903
Policy instance 8
Insurance contract or identification number15582903
Number of Individuals Covered0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number015582
Policy instance 1
Insurance contract or identification number015582
Number of Individuals Covered935
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,718,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number015582
Policy instance 1
Insurance contract or identification number015582
Number of Individuals Covered837
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 $2,589,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number015582901
Policy instance 5
Insurance contract or identification number015582901
Number of Individuals Covered0
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 $1,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number015582900
Policy instance 4
Insurance contract or identification number015582900
Number of Individuals Covered33
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 $71,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number015582302
Policy instance 3
Insurance contract or identification number015582302
Number of Individuals Covered28
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 $79,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number015582300
Policy instance 1
Insurance contract or identification number015582300
Number of Individuals Covered692
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 $1,995,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number015582301
Policy instance 2
Insurance contract or identification number015582301
Number of Individuals Covered18
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 $48,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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