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CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 401k Plan overview

Plan NameCLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND
Plan identification number 501

CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND
Employer identification number (EIN):340753693
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01CARL PECORARO2024-10-14
5012022-01-01CARL PECORARO2023-10-09
5012021-01-01CARL PECORARO2022-10-05 EDWARD WEINTRAUB2022-10-05
5012020-01-01CARL PECORARO2021-10-13 MICHAEL STANEK2021-10-13
5012019-01-01CARL PECORARO2020-10-11 ED WEINTRAUB2020-10-11
5012018-01-01CARL PECORARO2019-09-30
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01CARL PECORARO
5012012-01-01BLAINE MASON
5012011-01-01CARL PECORARO EDWARD WEINTRAUB2012-10-12
5012010-01-01CARL PECORARO EDWARD WEINTRAUB2011-10-12
5012009-01-01CARL PECORARO PAUL SCHWEBEL2010-10-15
5012009-01-01CARL PECORARO PAUL SCHWEBEL2010-10-29
5012009-01-01 PAUL SCHWEBEL2010-10-29

Plan Statistics for CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND

401k plan membership statisitcs for CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND

Measure Date Value
2023: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-017,247
Total number of active participants reported on line 7a of the Form 55002023-01-014,145
Number of retired or separated participants receiving benefits2023-01-012,702
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-016,847
Number of employers contributing to the scheme2023-01-01109
2022: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-016,371
Total number of active participants reported on line 7a of the Form 55002022-01-014,448
Number of retired or separated participants receiving benefits2022-01-012,799
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017,247
Number of employers contributing to the scheme2022-01-01107
2021: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-016,436
Total number of active participants reported on line 7a of the Form 55002021-01-013,527
Number of retired or separated participants receiving benefits2021-01-012,844
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-016,371
Number of employers contributing to the scheme2021-01-0181
2020: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-016,506
Total number of active participants reported on line 7a of the Form 55002020-01-013,749
Number of retired or separated participants receiving benefits2020-01-012,687
Total of all active and inactive participants2020-01-016,436
Number of employers contributing to the scheme2020-01-0188
2019: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-016,661
Total number of active participants reported on line 7a of the Form 55002019-01-013,809
Number of retired or separated participants receiving benefits2019-01-012,697
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016,506
Number of employers contributing to the scheme2019-01-0167
2018: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-016,783
Total number of active participants reported on line 7a of the Form 55002018-01-014,007
Number of retired or separated participants receiving benefits2018-01-012,654
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016,661
Number of employers contributing to the scheme2018-01-0172
2017: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-016,739
Total number of active participants reported on line 7a of the Form 55002017-01-014,041
Number of retired or separated participants receiving benefits2017-01-012,742
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016,783
Number of employers contributing to the scheme2017-01-0171
2016: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-016,693
Total number of active participants reported on line 7a of the Form 55002016-01-014,055
Number of retired or separated participants receiving benefits2016-01-012,684
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016,739
Number of employers contributing to the scheme2016-01-0171
2015: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,492
Total number of active participants reported on line 7a of the Form 55002015-01-014,029
Number of retired or separated participants receiving benefits2015-01-012,664
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016,693
Number of employers contributing to the scheme2015-01-0171
2014: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-016,433
Total number of active participants reported on line 7a of the Form 55002014-01-014,160
Number of retired or separated participants receiving benefits2014-01-012,332
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016,492
Number of employers contributing to the scheme2014-01-0171
2013: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-016,566
Total number of active participants reported on line 7a of the Form 55002013-01-014,221
Number of retired or separated participants receiving benefits2013-01-012,212
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016,433
Number of employers contributing to the scheme2013-01-0171
2012: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-016,843
Total number of active participants reported on line 7a of the Form 55002012-01-014,313
Number of retired or separated participants receiving benefits2012-01-012,253
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016,566
2011: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-016,982
Total number of active participants reported on line 7a of the Form 55002011-01-014,523
Number of retired or separated participants receiving benefits2011-01-012,320
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016,843
2010: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-017,779
Total number of active participants reported on line 7a of the Form 55002010-01-014,607
Number of retired or separated participants receiving benefits2010-01-012,375
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016,982
2009: CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-017,779
Total number of active participants reported on line 7a of the Form 55002009-01-014,559
Number of retired or separated participants receiving benefits2009-01-012,808
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017,367

Financial Data on CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND

Measure Date Value
2023 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$555,223
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$78,288
Total unrealized appreciation/depreciation of assets2023-12-31$633,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$6,337,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,568,032
Total income from all sources (including contributions)2023-12-31$88,584,299
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$71,405,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$65,902,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$78,624,368
Value of total assets at end of year2023-12-31$111,477,545
Value of total assets at beginning of year2023-12-31$93,528,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,502,416
Total interest from all sources2023-12-31$266,851
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,524,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,054,787
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$6,801,948
Participant contributions at end of year2023-12-31$430,301
Participant contributions at beginning of year2023-12-31$435,989
Assets. Other investments not covered elsewhere at end of year2023-12-31$4,344,174
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$4,483,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,427,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$3,073,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$141,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$199,335
Other income not declared elsewhere2023-12-31$1,643,295
Administrative expenses (other) incurred2023-12-31$412,083
Liabilities. Value of operating payables at end of year2023-12-31$296,386
Liabilities. Value of operating payables at beginning of year2023-12-31$68,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,179,068
Value of net assets at end of year (total assets less liabilities)2023-12-31$105,139,664
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$87,960,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$252,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$25,621,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,807,828
Interest earned on other investments2023-12-31$252,347
Value of interest in common/collective trusts at end of year2023-12-31$27,488,993
Value of interest in common/collective trusts at beginning of year2023-12-31$21,129,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$10,374,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$9,249,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$9,249,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$14,504
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$18,745,444
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$18,024,586
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$4,631,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-6,897,664
Net investment gain or loss from common/collective trusts2023-12-31$12,789,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$71,822,420
Employer contributions (assets) at end of year2023-12-31$5,905,337
Employer contributions (assets) at beginning of year2023-12-31$5,784,688
Income. Dividends from common stock2023-12-31$469,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$61,271,327
Contract administrator fees2023-12-31$2,957,437
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$15,947,689
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$14,502,491
Liabilities. Value of benefit claims payable at end of year2023-12-31$5,900,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$5,300,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$191,859
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$36,724
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,580,955
Total unrealized appreciation/depreciation of assets2022-12-31$-1,580,955
Total transfer of assets to this plan2022-12-31$4,710,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,568,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,333,917
Total income from all sources (including contributions)2022-12-31$61,914,214
Total loss/gain on sale of assets2022-12-31$391,952
Total of all expenses incurred2022-12-31$65,140,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,536,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$69,429,214
Value of total assets at end of year2022-12-31$93,528,628
Value of total assets at beginning of year2022-12-31$91,809,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,603,796
Total interest from all sources2022-12-31$337,509
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,044,795
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$598,095
Administrative expenses professional fees incurred2022-12-31$580,358
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$7,059,413
Participant contributions at end of year2022-12-31$435,989
Participant contributions at beginning of year2022-12-31$469,935
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,483,848
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,298,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,073,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,621,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$199,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$50,543
Other income not declared elsewhere2022-12-31$1,417,520
Administrative expenses (other) incurred2022-12-31$4,839,336
Liabilities. Value of operating payables at end of year2022-12-31$68,697
Liabilities. Value of operating payables at beginning of year2022-12-31$83,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,226,111
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,960,596
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$86,475,876
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$184,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,807,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,903,309
Interest earned on other investments2022-12-31$334,351
Value of interest in common/collective trusts at end of year2022-12-31$21,129,887
Value of interest in common/collective trusts at beginning of year2022-12-31$25,503,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,249,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,716,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,716,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,158
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$18,024,586
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$20,822,327
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,996,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$5,901,259
Net investment gain or loss from common/collective trusts2022-12-31$-15,027,080
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$62,369,801
Employer contributions (assets) at end of year2022-12-31$5,784,688
Employer contributions (assets) at beginning of year2022-12-31$4,115,968
Income. Dividends from common stock2022-12-31$446,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$56,539,582
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$14,502,491
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$15,323,412
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,300,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,200,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$36,724
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$34,569
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$391,952
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,062,893
Total unrealized appreciation/depreciation of assets2021-12-31$2,062,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,333,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,416,739
Total income from all sources (including contributions)2021-12-31$67,487,946
Total loss/gain on sale of assets2021-12-31$1,446,943
Total of all expenses incurred2021-12-31$60,725,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$55,788,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$58,062,713
Value of total assets at end of year2021-12-31$91,809,793
Value of total assets at beginning of year2021-12-31$86,130,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,937,528
Total interest from all sources2021-12-31$24,571
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$835,265
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$419,138
Administrative expenses professional fees incurred2021-12-31$530,603
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$7,835,796
Participant contributions at end of year2021-12-31$469,935
Participant contributions at beginning of year2021-12-31$470,750
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,298,885
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,312,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,621,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,066,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$50,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$55,354
Other income not declared elsewhere2021-12-31$1,517,179
Administrative expenses (other) incurred2021-12-31$4,158,163
Liabilities. Value of operating payables at end of year2021-12-31$83,374
Liabilities. Value of operating payables at beginning of year2021-12-31$61,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,761,965
Value of net assets at end of year (total assets less liabilities)2021-12-31$86,475,876
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$79,713,911
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$248,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,903,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,348,565
Interest earned on other investments2021-12-31$24,497
Value of interest in common/collective trusts at end of year2021-12-31$25,503,914
Value of interest in common/collective trusts at beginning of year2021-12-31$18,639,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,716,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,603,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,603,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$74
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$20,822,327
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$20,765,943
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,120,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-127,654
Net investment gain or loss from common/collective trusts2021-12-31$3,666,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$50,226,917
Employer contributions (assets) at end of year2021-12-31$4,115,968
Employer contributions (assets) at beginning of year2021-12-31$3,530,513
Income. Dividends from common stock2021-12-31$416,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$52,668,425
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$15,323,412
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$12,339,257
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,200,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,300,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$34,569
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$53,966
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$1,446,943
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,005,694
Total unrealized appreciation/depreciation of assets2020-12-31$-1,005,694
Total transfer of assets to this plan2020-12-31$5,716,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,416,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,111,913
Total income from all sources (including contributions)2020-12-31$65,202,263
Total loss/gain on sale of assets2020-12-31$465,863
Total of all expenses incurred2020-12-31$65,547,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$63,285,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$58,417,079
Value of total assets at end of year2020-12-31$86,130,650
Value of total assets at beginning of year2020-12-31$80,454,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,262,361
Total interest from all sources2020-12-31$38,940
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$806,586
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$479,260
Administrative expenses professional fees incurred2020-12-31$543,060
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$9,220,565
Participant contributions at end of year2020-12-31$470,750
Participant contributions at beginning of year2020-12-31$520,391
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,312,977
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,316,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,066,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,294,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$55,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$36,547
Other income not declared elsewhere2020-12-31$1,423,156
Administrative expenses (other) incurred2020-12-31$1,531,204
Liabilities. Value of operating payables at end of year2020-12-31$61,385
Liabilities. Value of operating payables at beginning of year2020-12-31$75,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-345,298
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,713,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,342,737
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$188,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,348,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,757,804
Interest earned on other investments2020-12-31$38,124
Value of interest in common/collective trusts at end of year2020-12-31$18,639,146
Value of interest in common/collective trusts at beginning of year2020-12-31$23,626,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,603,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,382,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,382,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$816
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$20,765,943
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$15,684,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$324,002
Net investment gain or loss from common/collective trusts2020-12-31$4,732,331
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$49,196,514
Employer contributions (assets) at end of year2020-12-31$3,530,513
Employer contributions (assets) at beginning of year2020-12-31$3,213,805
Income. Dividends from common stock2020-12-31$327,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$63,285,200
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$12,339,257
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$12,569,635
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,300,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,000,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$53,966
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$87,812
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$465,863
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,905,028
Total unrealized appreciation/depreciation of assets2019-12-31$1,905,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,111,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,106,994
Total income from all sources (including contributions)2019-12-31$69,503,604
Total loss/gain on sale of assets2019-12-31$423,213
Total of all expenses incurred2019-12-31$65,187,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$62,634,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,938,133
Value of total assets at end of year2019-12-31$80,454,650
Value of total assets at beginning of year2019-12-31$76,133,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,552,942
Total interest from all sources2019-12-31$82,433
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,003,333
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$658,211
Administrative expenses professional fees incurred2019-12-31$543,733
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
Contributions received from participants2019-12-31$9,234,030
Participant contributions at end of year2019-12-31$520,391
Participant contributions at beginning of year2019-12-31$634,437
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,316,343
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,893,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,294,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,964,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$36,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$32,037
Other income not declared elsewhere2019-12-31$2,561,503
Administrative expenses (other) incurred2019-12-31$1,794,427
Liabilities. Value of operating payables at end of year2019-12-31$75,366
Liabilities. Value of operating payables at beginning of year2019-12-31$174,957
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$4,315,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,342,737
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,026,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$214,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,757,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,011,115
Interest earned on other investments2019-12-31$78,729
Value of interest in common/collective trusts at end of year2019-12-31$23,626,889
Value of interest in common/collective trusts at beginning of year2019-12-31$20,262,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,382,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,543,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,543,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,704
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$15,684,727
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$14,894,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$838,479
Net investment gain or loss from common/collective trusts2019-12-31$6,452,965
Net gain/loss from 103.12 investment entities2019-12-31$298,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$46,704,103
Employer contributions (assets) at end of year2019-12-31$3,213,805
Employer contributions (assets) at beginning of year2019-12-31$4,770,603
Income. Dividends from common stock2019-12-31$345,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$62,634,699
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,569,635
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,871,869
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,000,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,900,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$87,812
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$287,191
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$423,213
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,801,912
Total unrealized appreciation/depreciation of assets2018-12-31$-4,801,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,106,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,238,308
Total income from all sources (including contributions)2018-12-31$59,095,919
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$66,572,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$64,023,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$60,160,536
Value of total assets at end of year2018-12-31$76,133,768
Value of total assets at beginning of year2018-12-31$82,741,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,548,176
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$881,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$437,424
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$10,917,878
Participant contributions at end of year2018-12-31$634,437
Participant contributions at beginning of year2018-12-31$629,588
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,893,551
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,535,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,964,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,694,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$32,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$34,516
Other income not declared elsewhere2018-12-31$2,855,510
Administrative expenses (other) incurred2018-12-31$1,827,006
Liabilities. Value of operating payables at end of year2018-12-31$174,957
Liabilities. Value of operating payables at beginning of year2018-12-31$103,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,476,221
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,026,774
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$77,502,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$7,483,540
Investment advisory and management fees2018-12-31$283,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,011,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,505,581
Value of interest in common/collective trusts at end of year2018-12-31$20,262,242
Value of interest in common/collective trusts at beginning of year2018-12-31$22,060,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,543,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,539,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,539,334
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$14,894,631
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$15,566,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$49,242,658
Employer contributions (assets) at end of year2018-12-31$4,770,603
Employer contributions (assets) at beginning of year2018-12-31$4,100,329
Income. Dividends from common stock2018-12-31$881,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$64,023,964
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$9,871,869
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$12,129,166
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,900,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,100,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$287,191
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$495,798
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
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,074,056
Total unrealized appreciation/depreciation of assets2017-12-31$7,074,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,238,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,164,852
Total income from all sources (including contributions)2017-12-31$70,261,223
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$65,286,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$62,741,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$60,202,277
Value of total assets at end of year2017-12-31$82,741,303
Value of total assets at beginning of year2017-12-31$78,693,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,545,024
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$617,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$443,446
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$11,883,816
Participant contributions at end of year2017-12-31$629,588
Participant contributions at beginning of year2017-12-31$616,971
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,535,290
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,643,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,694,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$483,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$34,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$37,652
Other income not declared elsewhere2017-12-31$2,367,467
Administrative expenses (other) incurred2017-12-31$1,834,257
Liabilities. Value of operating payables at end of year2017-12-31$103,792
Liabilities. Value of operating payables at beginning of year2017-12-31$127,200
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$4,974,605
Value of net assets at end of year (total assets less liabilities)2017-12-31$77,502,995
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,528,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$7,483,540
Assets. partnership/joint venture interests at beginning of year2017-12-31$5,750,820
Investment advisory and management fees2017-12-31$267,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,505,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,772,208
Value of interest in common/collective trusts at end of year2017-12-31$22,060,987
Value of interest in common/collective trusts at beginning of year2017-12-31$20,500,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,539,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,340,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,340,393
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$15,566,798
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$22,460,725
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$48,318,461
Employer contributions (assets) at end of year2017-12-31$4,100,329
Employer contributions (assets) at beginning of year2017-12-31$4,526,201
Income. Dividends from common stock2017-12-31$617,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$62,741,594
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$12,129,166
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$10,981,866
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,100,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,000,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$495,798
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$617,287
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
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,073,341
Total unrealized appreciation/depreciation of assets2016-12-31$4,073,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,164,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,542,329
Total income from all sources (including contributions)2016-12-31$65,463,127
Total of all expenses incurred2016-12-31$64,785,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$62,208,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$59,253,865
Value of total assets at end of year2016-12-31$78,693,242
Value of total assets at beginning of year2016-12-31$83,392,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,577,274
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$539,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$448,633
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$10,562,176
Participant contributions at end of year2016-12-31$616,971
Participant contributions at beginning of year2016-12-31$586,772
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,643,135
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$12,325,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$483,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$409,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$37,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,949
Other income not declared elsewhere2016-12-31$1,596,875
Administrative expenses (other) incurred2016-12-31$1,903,568
Liabilities. Value of operating payables at end of year2016-12-31$127,200
Liabilities. Value of operating payables at beginning of year2016-12-31$120,380
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$677,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,528,390
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,850,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$5,750,820
Assets. partnership/joint venture interests at beginning of year2016-12-31$5,557,880
Investment advisory and management fees2016-12-31$225,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,772,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,308,558
Value of interest in common/collective trusts at end of year2016-12-31$20,500,100
Value of interest in common/collective trusts at beginning of year2016-12-31$19,708,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,340,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,658,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,658,278
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$22,460,725
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$22,960,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$48,691,689
Employer contributions (assets) at end of year2016-12-31$4,526,201
Employer contributions (assets) at beginning of year2016-12-31$3,757,517
Income. Dividends from common stock2016-12-31$539,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$62,208,014
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$10,981,866
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$9,293,019
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,000,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$11,400,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$617,287
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$827,010
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-975,119
Total unrealized appreciation/depreciation of assets2015-12-31$-975,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,542,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,454,315
Total income from all sources (including contributions)2015-12-31$59,670,608
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$60,187,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,678,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$58,628,100
Value of total assets at end of year2015-12-31$83,392,880
Value of total assets at beginning of year2015-12-31$87,822,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,509,528
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$429,387
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$2,299,748
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,875,800
Participant contributions at end of year2015-12-31$586,772
Participant contributions at beginning of year2015-12-31$530,709
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,325,717
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$9,404,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$409,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$731,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$38,473
Other income not declared elsewhere2015-12-31$1,588,240
Liabilities. Value of operating payables at end of year2015-12-31$120,380
Liabilities. Value of operating payables at beginning of year2015-12-31$815,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-517,299
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,850,551
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,367,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$5,557,880
Assets. partnership/joint venture interests at beginning of year2015-12-31$5,700,784
Investment advisory and management fees2015-12-31$209,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,308,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$19,708,384
Value of interest in common/collective trusts at beginning of year2015-12-31$25,635,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,658,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,312,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,312,877
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$22,960,388
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$26,511,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$47,752,300
Employer contributions (assets) at end of year2015-12-31$3,757,517
Employer contributions (assets) at beginning of year2015-12-31$3,989,789
Income. Dividends from common stock2015-12-31$429,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,678,379
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$9,293,019
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,215,979
Liabilities. Value of benefit claims payable at end of year2015-12-31$11,400,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,600,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$827,010
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$789,491
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-131,213
Total unrealized appreciation/depreciation of assets2014-12-31$-131,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,454,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,120,197
Total income from all sources (including contributions)2014-12-31$65,279,280
Total loss/gain on sale of assets2014-12-31$1,103,542
Total of all expenses incurred2014-12-31$66,673,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,262,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$59,908,729
Value of total assets at end of year2014-12-31$87,822,165
Value of total assets at beginning of year2014-12-31$87,881,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,410,720
Total interest from all sources2014-12-31$4,577
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$232,632
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$427,389
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,662,922
Participant contributions at end of year2014-12-31$530,709
Participant contributions at beginning of year2014-12-31$423,343
Assets. Other investments not covered elsewhere at end of year2014-12-31$9,404,640
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,529,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$731,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$38,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$33,475
Other income not declared elsewhere2014-12-31$945,275
Administrative expenses (other) incurred2014-12-31$1,606,080
Liabilities. Value of operating payables at end of year2014-12-31$815,842
Liabilities. Value of operating payables at beginning of year2014-12-31$386,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,393,766
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,367,850
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,761,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$5,700,784
Assets. partnership/joint venture interests at beginning of year2014-12-31$5,831,997
Investment advisory and management fees2014-12-31$377,251
Interest earned on other investments2014-12-31$4,577
Value of interest in common/collective trusts at end of year2014-12-31$25,635,115
Value of interest in common/collective trusts at beginning of year2014-12-31$31,852,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,312,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,608,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,608,903
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$26,511,136
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$24,350,451
Net investment gain or loss from common/collective trusts2014-12-31$1,232,376
Net gain/loss from 103.12 investment entities2014-12-31$1,983,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$49,245,807
Employer contributions (assets) at end of year2014-12-31$3,989,789
Employer contributions (assets) at beginning of year2014-12-31$4,148,526
Income. Dividends from common stock2014-12-31$232,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,262,326
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,215,979
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,850,700
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,600,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,700,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$789,491
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$245,697
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$1,103,542
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$290,745
Total unrealized appreciation/depreciation of assets2013-12-31$290,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,120,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,618,460
Total income from all sources (including contributions)2013-12-31$66,313,666
Total loss/gain on sale of assets2013-12-31$2,740,437
Total of all expenses incurred2013-12-31$63,760,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$61,633,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$56,815,675
Value of total assets at end of year2013-12-31$87,881,813
Value of total assets at beginning of year2013-12-31$84,826,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,127,172
Total interest from all sources2013-12-31$3,311
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,524
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$391,796
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,977,665
Participant contributions at end of year2013-12-31$423,343
Participant contributions at beginning of year2013-12-31$421,919
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,529,311
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,488,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$40,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,114,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$33,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$19,468
Other income not declared elsewhere2013-12-31$954,823
Administrative expenses (other) incurred2013-12-31$1,480,984
Liabilities. Value of operating payables at end of year2013-12-31$386,722
Liabilities. Value of operating payables at beginning of year2013-12-31$498,992
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$2,553,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,761,616
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,208,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$5,831,997
Assets. partnership/joint venture interests at beginning of year2013-12-31$5,541,252
Investment advisory and management fees2013-12-31$254,392
Interest earned on other investments2013-12-31$3,311
Value of interest in common/collective trusts at end of year2013-12-31$31,852,739
Value of interest in common/collective trusts at beginning of year2013-12-31$31,398,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,608,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,745,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,745,016
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$24,350,451
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$24,481,919
Net investment gain or loss from common/collective trusts2013-12-31$5,454,619
Net gain/loss from 103.12 investment entities2013-12-31$-131,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$45,838,010
Employer contributions (assets) at end of year2013-12-31$4,148,526
Employer contributions (assets) at beginning of year2013-12-31$3,652,854
Income. Dividends from common stock2013-12-31$185,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$61,633,180
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,250
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,850,700
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,905,619
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,700,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$13,100,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$245,697
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$75,224
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$2,740,437
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,922,419
Total unrealized appreciation/depreciation of assets2012-12-31$1,922,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,618,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,919,932
Total income from all sources (including contributions)2012-12-31$65,998,888
Total loss/gain on sale of assets2012-12-31$-129,964
Total of all expenses incurred2012-12-31$60,316,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$58,134,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$56,674,252
Value of total assets at end of year2012-12-31$84,826,762
Value of total assets at beginning of year2012-12-31$76,446,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,182,302
Total interest from all sources2012-12-31$19,677
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,741
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$378,008
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,502,547
Participant contributions at end of year2012-12-31$421,919
Participant contributions at beginning of year2012-12-31$476,100
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,488,645
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,921,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,114,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$19,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$68,942
Other income not declared elsewhere2012-12-31$878,494
Administrative expenses (other) incurred2012-12-31$1,528,848
Liabilities. Value of operating payables at end of year2012-12-31$498,992
Liabilities. Value of operating payables at beginning of year2012-12-31$150,990
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$5,682,041
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,208,302
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$65,526,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$5,541,252
Assets. partnership/joint venture interests at beginning of year2012-12-31$4,848,456
Investment advisory and management fees2012-12-31$275,446
Interest earned on other investments2012-12-31$18,515
Value of interest in common/collective trusts at end of year2012-12-31$31,398,119
Value of interest in common/collective trusts at beginning of year2012-12-31$27,231,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,745,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,845,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,845,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,162
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$24,481,919
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$22,180,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$4,166,859
Net gain/loss from 103.12 investment entities2012-12-31$2,301,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$46,171,705
Employer contributions (assets) at end of year2012-12-31$3,652,854
Employer contributions (assets) at beginning of year2012-12-31$4,092,298
Income. Dividends from common stock2012-12-31$165,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$58,134,545
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,250
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$76,650
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,905,619
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,692,699
Liabilities. Value of benefit claims payable at end of year2012-12-31$13,100,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$10,700,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$75,224
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$72,964
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,838,077
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,968,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-388,066
Total unrealized appreciation/depreciation of assets2011-12-31$-388,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,919,932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,581,562
Total income from all sources (including contributions)2011-12-31$57,549,342
Total loss/gain on sale of assets2011-12-31$557,098
Total of all expenses incurred2011-12-31$56,592,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,305,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$56,548,086
Value of total assets at end of year2011-12-31$76,446,193
Value of total assets at beginning of year2011-12-31$100,151,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,287,135
Total interest from all sources2011-12-31$472,866
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$145,482
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$368,047
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,521,920
Participant contributions at end of year2011-12-31$476,100
Participant contributions at beginning of year2011-12-31$416,229
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,921,872
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,177,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,050,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$68,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$24,774,153
Other income not declared elsewhere2011-12-31$848,926
Administrative expenses (other) incurred2011-12-31$1,595,655
Liabilities. Value of operating payables at end of year2011-12-31$150,990
Liabilities. Value of operating payables at beginning of year2011-12-31$107,409
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$956,560
Value of net assets at end of year (total assets less liabilities)2011-12-31$65,526,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$64,569,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$4,848,456
Investment advisory and management fees2011-12-31$323,433
Interest earned on other investments2011-12-31$107
Income. Interest from US Government securities2011-12-31$148,837
Income. Interest from corporate debt instruments2011-12-31$306,262
Value of interest in common/collective trusts at end of year2011-12-31$27,231,260
Value of interest in common/collective trusts at beginning of year2011-12-31$20,515,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,845,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,417,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,417,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17,660
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$22,180,508
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$2,909,940
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
Asset value of US Government securities at beginning of year2011-12-31$20,912,411
Net investment gain or loss from common/collective trusts2011-12-31$1,503,765
Net gain/loss from 103.12 investment entities2011-12-31$-2,138,815
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$46,026,166
Employer contributions (assets) at end of year2011-12-31$4,092,298
Employer contributions (assets) at beginning of year2011-12-31$3,652,591
Income. Dividends from common stock2011-12-31$145,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,305,647
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$76,650
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$14,305,695
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,692,699
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,696,239
Liabilities. Value of benefit claims payable at end of year2011-12-31$10,700,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$10,700,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$72,964
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$96,462
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$201,170,341
Aggregate carrying amount (costs) on sale of assets2011-12-31$200,613,243
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$619,922
Total unrealized appreciation/depreciation of assets2010-12-31$619,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,581,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,360,102
Total income from all sources (including contributions)2010-12-31$58,510,762
Total loss/gain on sale of assets2010-12-31$986,028
Total of all expenses incurred2010-12-31$52,811,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,474,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$51,290,526
Value of total assets at end of year2010-12-31$100,151,263
Value of total assets at beginning of year2010-12-31$72,230,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,336,920
Total interest from all sources2010-12-31$725,844
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$176,123
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$465,819
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,937,853
Participant contributions at end of year2010-12-31$416,229
Participant contributions at beginning of year2010-12-31$463,906
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,177,868
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,535,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,050,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$977,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$24,774,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,544,741
Other income not declared elsewhere2010-12-31$704,197
Administrative expenses (other) incurred2010-12-31$1,662,185
Liabilities. Value of operating payables at end of year2010-12-31$107,409
Liabilities. Value of operating payables at beginning of year2010-12-31$115,361
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$5,699,357
Value of net assets at end of year (total assets less liabilities)2010-12-31$64,569,701
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,870,344
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$208,916
Interest on participant loans2010-12-31$128
Income. Interest from US Government securities2010-12-31$451,438
Income. Interest from corporate debt instruments2010-12-31$264,650
Value of interest in common/collective trusts at end of year2010-12-31$20,515,290
Value of interest in common/collective trusts at beginning of year2010-12-31$13,802,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,417,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,536,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,536,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,628
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$2,909,940
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$3,111,541
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
Asset value of US Government securities at end of year2010-12-31$20,912,411
Asset value of US Government securities at beginning of year2010-12-31$16,065,026
Net investment gain or loss from common/collective trusts2010-12-31$2,887,794
Net gain/loss from 103.12 investment entities2010-12-31$1,120,328
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$41,352,673
Employer contributions (assets) at end of year2010-12-31$3,652,591
Employer contributions (assets) at beginning of year2010-12-31$3,583,697
Income. Dividends from common stock2010-12-31$176,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$50,474,485
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$14,305,695
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,225,544
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,696,239
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,814,024
Liabilities. Value of benefit claims payable at end of year2010-12-31$10,700,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,700,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$96,462
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$113,967
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$210,605,474
Aggregate carrying amount (costs) on sale of assets2010-12-31$209,619,446
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND

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

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number61710
Policy instance 4
Insurance contract or identification number61710
Number of Individuals Covered40
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $475
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $9,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number61710
Policy instance 3
Insurance contract or identification number61710
Number of Individuals Covered4391
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,359,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number252568-303969
Policy instance 2
Insurance contract or identification number252568-303969
Number of Individuals Covered2414
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $2,387,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339021
Policy instance 1
Insurance contract or identification number3339021
Number of Individuals Covered8489
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $127,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339021
Policy instance 1
Insurance contract or identification number3339021
Number of Individuals Covered11081
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $609,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-304619
Policy instance 2
Insurance contract or identification number243597-304619
Number of Individuals Covered2427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $82,573
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $2,395,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,573
Insurance broker organization code?3
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number61710
Policy instance 3
Insurance contract or identification number61710
Number of Individuals Covered4099
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,773,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number61710
Policy instance 4
Insurance contract or identification number61710
Number of Individuals Covered32
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $476
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $9,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $476
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number61710
Policy instance 4
Insurance contract or identification number61710
Number of Individuals Covered32
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $159
Total amount of fees paid to insurance companyUSD $135
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $9,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159
Insurance broker organization code?3
Amount paid for insurance broker fees135
Additional information about fees paid to insurance brokerBONUS
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number61710
Policy instance 3
Insurance contract or identification number61710
Number of Individuals Covered3820
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,387,861
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-304619
Policy instance 2
Insurance contract or identification number243597-304619
Number of Individuals Covered2424
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $328,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $2,385,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $328,026
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339021
Policy instance 1
Insurance contract or identification number3339021
Number of Individuals Covered9339
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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 $459,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339021
Policy instance 1
Insurance contract or identification number3339021
Number of Individuals Covered3780
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $351,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-304619
Policy instance 2
Insurance contract or identification number243597-304619
Number of Individuals Covered2359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $317,954
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $3,329,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $317,954
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755565
Policy instance 3
Insurance contract or identification number755565
Number of Individuals Covered3820
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755565
Policy instance 4
Insurance contract or identification number755565
Number of Individuals Covered3820
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number61710
Policy instance 5
Insurance contract or identification number61710
Number of Individuals Covered30
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339021
Policy instance 1
Insurance contract or identification number3339021
Number of Individuals Covered9887
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $289,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-304619
Policy instance 2
Insurance contract or identification number243597-304619
Number of Individuals Covered2339
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $297,146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $2,540,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $297,146
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755565
Policy instance 3
Insurance contract or identification number755565
Number of Individuals Covered3725
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755565
Policy instance 4
Insurance contract or identification number755565
Number of Individuals Covered3725
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number61710
Policy instance 5
Insurance contract or identification number61710
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $9,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 2
Insurance contract or identification number061710
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-304619
Policy instance 1
Insurance contract or identification number243597-304619
Number of Individuals Covered2343
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $96,153
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $3,963,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,153
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755565
Policy instance 3
Insurance contract or identification number755565
Number of Individuals Covered3836
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755565
Policy instance 4
Insurance contract or identification number755565
Number of Individuals Covered3836
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339021
Policy instance 5
Insurance contract or identification number3339021
Number of Individuals Covered10309
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $248,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32231
Policy instance 5
Insurance contract or identification numberHCL32231
Number of Individuals Covered4205
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $198,215
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 4
Insurance contract or identification number061710
Number of Individuals Covered37
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 3
Insurance contract or identification number226969
Number of Individuals Covered3834
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,303,453
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-299061
Policy instance 2
Insurance contract or identification number243597-299061
Number of Individuals Covered2325
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $155,046
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $3,966,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $155,046
Insurance broker organization code?3
Insurance broker nameLABOR-FIRST LLC
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 1
Insurance contract or identification number226969
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Other welfare benefits providedHEARING
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 1
Insurance contract or identification number226969
Number of Individuals Covered4432
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
Other welfare benefits providedHEARING
Welfare Benefit Premiums Paid to CarrierUSD $181,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number243597-292070
Policy instance 2
Insurance contract or identification number243597-292070
Number of Individuals Covered2304
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $159,146
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,488,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159,146
Insurance broker organization code?3
Insurance broker nameLABOR-FIRST LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 4
Insurance contract or identification number061710
Number of Individuals Covered38
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
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 3
Insurance contract or identification number226969
Number of Individuals Covered4549
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $2,602,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 1
Insurance contract or identification number226969
Number of Individuals Covered4482
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedHEARING
Welfare Benefit Premiums Paid to CarrierUSD $90,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberQ3597-R7123
Policy instance 2
Insurance contract or identification numberQ3597-R7123
Number of Individuals Covered2346
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $128,150
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,319,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128,150
Insurance broker organization code?3
Insurance broker nameLABOR-FIRST LLC
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 3
Insurance contract or identification number226969
Number of Individuals Covered4168
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $2,089,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 4
Insurance contract or identification number061710
Number of Individuals Covered38
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
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberQ3597-Q7123
Policy instance 1
Insurance contract or identification numberQ3597-Q7123
Number of Individuals Covered2335
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,878,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 2
Insurance contract or identification number061710
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 3
Insurance contract or identification number226969
Number of Individuals Covered4355
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedHEARING
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 $255,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 4
Insurance contract or identification number226969
Number of Individuals Covered3863
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,124,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 4
Insurance contract or identification number061710
Number of Individuals Covered36
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 1
Insurance contract or identification number226969
Number of Individuals Covered4570
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedHEARING
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 $239,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberQ3597-R4211
Policy instance 2
Insurance contract or identification numberQ3597-R4211
Number of Individuals Covered2405
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,263,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 3
Insurance contract or identification number226969
Number of Individuals Covered4021
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,124,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 1
Insurance contract or identification number226969
Number of Individuals Covered4791
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedHEARING
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 $239,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 4
Insurance contract or identification number226969
Number of Individuals Covered4252
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,990,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberQ3597-R2568
Policy instance 3
Insurance contract or identification numberQ3597-R2568
Number of Individuals Covered2449
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 $4,571,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 2
Insurance contract or identification number061710
Number of Individuals Covered38
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number061710
Policy instance 4
Insurance contract or identification number061710
Number of Individuals Covered36
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $8,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number226969
Policy instance 3
Insurance contract or identification number226969
Number of Individuals Covered4882
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedHEARING
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 $230,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 )
Policy contract number226969
Policy instance 2
Insurance contract or identification number226969
Number of Individuals Covered4241
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,010,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberQ3597-Q9876
Policy instance 1
Insurance contract or identification numberQ3597-Q9876
Number of Individuals Covered2476
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 $3,910,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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