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USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 401k Plan overview

Plan NameUSW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST
Plan identification number 501

USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

USW STEEL PARTS has sponsored the creation of one or more 401k plans.

Company Name:USW STEEL PARTS
Employer identification number (EIN):262574085
NAIC Classification:331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01MARK LEE2022-02-14 MARK LEE2022-02-14
5012020-01-01MARK LEE2021-04-21
5012019-01-01MARK LEE2021-04-21
5012018-01-01FERN LALONDE2019-03-22
5012017-01-01MARK W. LEE
5012016-01-01MARK W. LEE
5012015-01-01MARK W LEE
5012014-01-01MIKE SMITH
5012013-01-01MIKE SMITH
5012012-01-01DAVE JARBOE
5012011-01-01DAVE JARBOE
5012009-01-01KEVIN BLISS
5012009-01-01KEVIN BLISS

Financial Data on USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST

Measure Date Value
2022 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-02-140
Total liabilities as of the beginning of the plan year2022-02-140
Total expenses incurred by plan in this plan year2022-02-14208757
Net assets as of the end of the plan year2022-02-140
Total assets as of the beginning of the plan year2022-02-14207843
Other expenses paid from plan in this plan year2022-02-143437
Other income to plan in this plan year2022-02-14914
Plan net income in this plan year2022-02-14-207843
Net assets as of the end of the plan year2022-02-140
Net assets as of the beginning of the plan year2022-02-14207843
2017 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,878
Expenses. Total of all expenses incurred2017-12-31$9,520
Benefits paid (including direct rollovers)2017-12-31$9,450
Total plan assets at end of year2017-12-31$224,822
Total plan assets at beginning of year2017-12-31$232,464
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$70
Other income received2017-12-31$1,878
Net income (gross income less expenses)2017-12-31$-7,642
Net plan assets at end of year (total assets less liabilities)2017-12-31$224,822
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$232,464
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2016 401k financial data
Total income from all sources2016-12-31$1,363
Expenses. Total of all expenses incurred2016-12-31$22,144
Benefits paid (including direct rollovers)2016-12-31$18,346
Total plan assets at end of year2016-12-31$232,464
Total plan assets at beginning of year2016-12-31$253,245
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$66
Other income received2016-12-31$1,363
Net income (gross income less expenses)2016-12-31$-20,781
Net plan assets at end of year (total assets less liabilities)2016-12-31$232,464
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$253,245
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,732
2015 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2015 401k financial data
Total income from all sources2015-12-31$1,271
Expenses. Total of all expenses incurred2015-12-31$28,957
Benefits paid (including direct rollovers)2015-12-31$27,100
Total plan assets at end of year2015-12-31$253,245
Total plan assets at beginning of year2015-12-31$280,931
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$107
Other income received2015-12-31$1,271
Net income (gross income less expenses)2015-12-31$-27,686
Net plan assets at end of year (total assets less liabilities)2015-12-31$253,245
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$280,931
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,750
2014 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2014 401k financial data
Total income from all sources2014-12-31$2,128
Expenses. Total of all expenses incurred2014-12-31$28,981
Benefits paid (including direct rollovers)2014-12-31$28,150
Total plan assets at end of year2014-12-31$280,931
Total plan assets at beginning of year2014-12-31$307,784
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$831
Other income received2014-12-31$2,128
Net income (gross income less expenses)2014-12-31$-26,853
Net plan assets at end of year (total assets less liabilities)2014-12-31$280,931
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$307,784
2013 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2013 401k financial data
Total income from all sources2013-12-31$3,395
Expenses. Total of all expenses incurred2013-12-31$50,515
Benefits paid (including direct rollovers)2013-12-31$47,050
Total plan assets at end of year2013-12-31$307,784
Total plan assets at beginning of year2013-12-31$354,904
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$3,465
Other income received2013-12-31$3,395
Net income (gross income less expenses)2013-12-31$-47,120
Net plan assets at end of year (total assets less liabilities)2013-12-31$307,784
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$354,904
2012 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,778
Expenses. Total of all expenses incurred2012-12-31$38,058
Benefits paid (including direct rollovers)2012-12-31$35,700
Total plan assets at end of year2012-12-31$354,904
Total plan assets at beginning of year2012-12-31$391,184
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,358
Other income received2012-12-31$1,778
Net income (gross income less expenses)2012-12-31$-36,280
Net plan assets at end of year (total assets less liabilities)2012-12-31$354,904
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$391,184
2011 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2011 401k financial data
Total income from all sources2011-12-31$6,956
Expenses. Total of all expenses incurred2011-12-31$210,149
Benefits paid (including direct rollovers)2011-12-31$202,649
Total plan assets at end of year2011-12-31$391,184
Total plan assets at beginning of year2011-12-31$594,377
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$7,500
Other income received2011-12-31$6,956
Net income (gross income less expenses)2011-12-31$-203,193
Net plan assets at end of year (total assets less liabilities)2011-12-31$391,184
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$594,377
2010 : USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2010 401k financial data
Total income from all sources2010-12-31$12,902
Expenses. Total of all expenses incurred2010-12-31$320,718
Benefits paid (including direct rollovers)2010-12-31$312,917
Total plan assets at end of year2010-12-31$594,377
Total plan assets at beginning of year2010-12-31$902,193
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$7,801
Other income received2010-12-31$12,902
Net income (gross income less expenses)2010-12-31$-307,816
Net plan assets at end of year (total assets less liabilities)2010-12-31$594,377
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$902,193

Form 5500 Responses for USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST

2017: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: USW STEEL PARTS RETIREES HEALTH AND WELFARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100504H0002A
Policy instance 1
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAW50247001
Policy instance 2

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