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CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 401k Plan overview

Plan NameCLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN
Plan identification number 501

CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 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
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

CLEVELAND AUTOMOBILE DEALERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CLEVELAND AUTOMOBILE DEALERS ASSOCIATION
Employer identification number (EIN):341320838
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01LOU VITANTONIO
5012017-01-01LOU VITANTONIO
5012016-01-01LOUIS VITANONIO
5012015-01-01JOHN ROBINSON LOUIS VITANONIO2016-10-12
5012015-01-01LOU VITANTONIO
5012014-01-01GEORGE HOSS LOUIS VITANTONIO2015-07-28
5012014-01-01LOU VITANTONIO
5012013-01-01LOU VITANTONIO
5012012-01-01GEORGE HOSS LOUIS VITANTONIO2013-10-09
5012011-01-01GEORGE HOSS LOUIS VITANTONIO2012-10-09
5012009-01-01GEORGE HOSS

Plan Statistics for CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN

401k plan membership statisitcs for CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN

Measure Date Value
2022: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,894
Total number of active participants reported on line 7a of the Form 55002022-01-012,103
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,115
2021: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,776
Total number of active participants reported on line 7a of the Form 55002021-01-011,879
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,894
2020: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,772
Total number of active participants reported on line 7a of the Form 55002020-01-011,755
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,776
2019: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,180
Total number of active participants reported on line 7a of the Form 55002019-01-011,751
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,772
2018: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,497
Total number of active participants reported on line 7a of the Form 55002018-01-012,334
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,365
2017: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,474
Total number of active participants reported on line 7a of the Form 55002017-01-012,417
Number of retired or separated participants receiving benefits2017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,497
2016: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,438
Total number of active participants reported on line 7a of the Form 55002016-01-012,384
Number of retired or separated participants receiving benefits2016-01-0190
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,474
2015: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,408
Total number of active participants reported on line 7a of the Form 55002015-01-012,334
Number of retired or separated participants receiving benefits2015-01-01104
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,438
2014: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,463
Total number of active participants reported on line 7a of the Form 55002014-01-012,283
Number of retired or separated participants receiving benefits2014-01-01111
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,394
2013: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,293
Total number of active participants reported on line 7a of the Form 55002013-01-012,378
Number of retired or separated participants receiving benefits2013-01-0185
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,463
2012: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,431
Total number of active participants reported on line 7a of the Form 55002012-01-013,016
Number of retired or separated participants receiving benefits2012-01-01277
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,293
2011: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,011
Total number of active participants reported on line 7a of the Form 55002011-01-013,256
Number of retired or separated participants receiving benefits2011-01-01175
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,431
2009: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,077
Total number of active participants reported on line 7a of the Form 55002009-01-012,618
Number of retired or separated participants receiving benefits2009-01-01251
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,869
Total participants2009-01-012,869

Financial Data on CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN

Measure Date Value
2022 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,780,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,593,295
Total income from all sources (including contributions)2022-12-31$8,927,092
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,452,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,332,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,153,481
Value of total assets at end of year2022-12-31$7,516,980
Value of total assets at beginning of year2022-12-31$5,855,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,120,297
Total interest from all sources2022-12-31$16,286
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$115,186
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$171,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$875,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$491,408
Other income not declared elsewhere2022-12-31$757,325
Administrative expenses (other) incurred2022-12-31$276,519
Liabilities. Value of operating payables at end of year2022-12-31$33,597
Liabilities. Value of operating payables at beginning of year2022-12-31$18,813
Total non interest bearing cash at end of year2022-12-31$530,857
Total non interest bearing cash at beginning of year2022-12-31$499,568
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$474,526
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,736,584
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,262,058
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,791,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,345,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,345,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,286
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,780,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,982,208
Employer contributions (assets) at end of year2022-12-31$14,340
Employer contributions (assets) at beginning of year2022-12-31$10,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,551,433
Contract administrator fees2022-12-31$1,728,592
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,871,102
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,083,074
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$180,285
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-12-31340677006
2021 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,947,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,578,312
Total income from all sources (including contributions)2021-12-31$23,609,871
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,214,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,353,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,902,095
Value of total assets at end of year2021-12-31$6,646,904
Value of total assets at beginning of year2021-12-31$4,881,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,860,392
Total interest from all sources2021-12-31$6,108
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,558,220
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$207,439
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$791,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$491,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,701,668
Liabilities. Value of operating payables at end of year2021-12-31$18,813
Liabilities. Value of operating payables at beginning of year2021-12-31$17,126
Total non interest bearing cash at end of year2021-12-31$499,568
Total non interest bearing cash at beginning of year2021-12-31$478,931
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$395,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,699,190
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,303,429
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$173,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,345,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,192,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,192,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,108
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,650,886
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$21,694,656
Employer contributions (assets) at end of year2021-12-31$10,349
Employer contributions (assets) at beginning of year2021-12-31$210,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,702,832
Contract administrator fees2021-12-31$128,237
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,437,493
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,561,186
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2021-12-31814504770
2020 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,578,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,938,182
Total income from all sources (including contributions)2020-12-31$19,552,991
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,271,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,683,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,328,792
Value of total assets at end of year2020-12-31$4,881,741
Value of total assets at beginning of year2020-12-31$4,959,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,587,519
Total interest from all sources2020-12-31$13,728
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$133,582
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$266,976
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,210,471
Administrative expenses (other) incurred2020-12-31$162,476
Liabilities. Value of operating payables at end of year2020-12-31$17,126
Liabilities. Value of operating payables at beginning of year2020-12-31$18,119
Total non interest bearing cash at end of year2020-12-31$478,931
Total non interest bearing cash at beginning of year2020-12-31$753,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-718,102
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,303,429
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,021,531
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,192,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,179,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,179,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13,728
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,246,097
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$18,061,816
Employer contributions (assets) at end of year2020-12-31$210,357
Employer contributions (assets) at beginning of year2020-12-31$26,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,437,477
Contract administrator fees2020-12-31$1,291,461
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,561,186
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,920,063
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2020-12-31814504770
2019 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,019,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,505,663
Total income from all sources (including contributions)2019-12-31$19,104,426
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,081,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,554,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,563,408
Value of total assets at end of year2019-12-31$4,959,713
Value of total assets at beginning of year2019-12-31$6,423,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,527,064
Total interest from all sources2019-12-31$34,529
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$154,757
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$290,451
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$506,489
Administrative expenses (other) incurred2019-12-31$161,479
Liabilities. Value of operating payables at end of year2019-12-31$18,119
Liabilities. Value of operating payables at beginning of year2019-12-31$19,922
Total non interest bearing cash at end of year2019-12-31$753,674
Total non interest bearing cash at beginning of year2019-12-31$1,568,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-977,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,940,031
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,917,545
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,179,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,486,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,486,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34,529
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,157,983
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$18,272,957
Employer contributions (assets) at end of year2019-12-31$26,506
Employer contributions (assets) at beginning of year2019-12-31$368,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,396,893
Contract administrator fees2019-12-31$1,210,828
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,001,563
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,485,741
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
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 name2019-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2019-12-31341082617
2018 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,505,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,695,648
Total income from all sources (including contributions)2018-12-31$22,107,216
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$23,934,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,303,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,623,757
Value of total assets at end of year2018-12-31$6,423,208
Value of total assets at beginning of year2018-12-31$8,440,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,631,578
Total interest from all sources2018-12-31$18,648
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$127,623
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$322,487
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,537
Other income not declared elsewhere2018-12-31$464,811
Administrative expenses (other) incurred2018-12-31$127,693
Liabilities. Value of operating payables at end of year2018-12-31$19,922
Liabilities. Value of operating payables at beginning of year2018-12-31$19,600
Total non interest bearing cash at end of year2018-12-31$1,568,222
Total non interest bearing cash at beginning of year2018-12-31$3,536,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,827,522
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,917,545
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,745,067
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,486,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,473,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,473,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$18,648
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,292,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$21,301,270
Employer contributions (assets) at end of year2018-12-31$368,549
Employer contributions (assets) at beginning of year2018-12-31$430,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,010,295
Contract administrator fees2018-12-31$1,376,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,485,741
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,671,511
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 name2018-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2018-12-31341082617
2017 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,695,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,348,108
Total income from all sources (including contributions)2017-12-31$23,223,901
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$22,466,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,928,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,290,264
Value of total assets at end of year2017-12-31$8,440,715
Value of total assets at beginning of year2017-12-31$7,336,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,538,063
Total interest from all sources2017-12-31$11,919
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$124,588
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$456,815
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,561
Other income not declared elsewhere2017-12-31$921,718
Administrative expenses (other) incurred2017-12-31$116,932
Liabilities. Value of operating payables at end of year2017-12-31$19,600
Liabilities. Value of operating payables at beginning of year2017-12-31$19,645
Total non interest bearing cash at end of year2017-12-31$3,536,255
Total non interest bearing cash at beginning of year2017-12-31$2,573,670
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$756,907
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,745,067
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,988,160
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,473,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,468,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,468,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,919
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,269,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$21,833,449
Employer contributions (assets) at end of year2017-12-31$430,500
Employer contributions (assets) at beginning of year2017-12-31$293,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,659,436
Contract administrator fees2017-12-31$1,296,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,671,511
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,320,902
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 name2017-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2017-12-31341082617
2016 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,348,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,571,683
Total income from all sources (including contributions)2016-12-31$21,421,078
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,693,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,168,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,563,727
Value of total assets at end of year2016-12-31$7,336,268
Value of total assets at beginning of year2016-12-31$5,831,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,524,389
Total interest from all sources2016-12-31$7,199
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$96,107
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$658,116
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,253
Other income not declared elsewhere2016-12-31$850,152
Administrative expenses (other) incurred2016-12-31$225,860
Liabilities. Value of operating payables at end of year2016-12-31$19,645
Liabilities. Value of operating payables at beginning of year2016-12-31$17,135
Total non interest bearing cash at end of year2016-12-31$2,573,670
Total non interest bearing cash at beginning of year2016-12-31$1,082,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,727,923
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,988,160
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,260,237
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,468,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,464,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,464,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,199
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,134,029
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$19,905,611
Employer contributions (assets) at end of year2016-12-31$293,644
Employer contributions (assets) at beginning of year2016-12-31$283,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,034,737
Contract administrator fees2016-12-31$1,202,422
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,320,902
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,546,295
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 name2016-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2016-12-31341082617
2015 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,571,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,509,838
Total income from all sources (including contributions)2015-12-31$20,571,581
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,379,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,866,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,076,464
Value of total assets at end of year2015-12-31$5,831,920
Value of total assets at beginning of year2015-12-31$6,577,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,512,311
Total interest from all sources2015-12-31$7,909
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$93,673
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$744,518
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,660
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,634
Other income not declared elsewhere2015-12-31$1,487,208
Administrative expenses (other) incurred2015-12-31$295,999
Liabilities. Value of operating payables at end of year2015-12-31$17,135
Liabilities. Value of operating payables at beginning of year2015-12-31$3,482
Total non interest bearing cash at end of year2015-12-31$1,082,207
Total non interest bearing cash at beginning of year2015-12-31$1,193,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-807,628
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,260,237
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,067,865
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,464,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,357,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,357,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,909
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,070,555
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$18,331,946
Employer contributions (assets) at end of year2015-12-31$283,832
Employer contributions (assets) at beginning of year2015-12-31$25,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,796,343
Contract administrator fees2015-12-31$1,122,639
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,546,295
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,497,722
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 name2015-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2015-12-31341082617
2014 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$639,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$254,410
Total income from all sources (including contributions)2014-12-31$20,241,802
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,067,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,436,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,004,493
Value of total assets at end of year2014-12-31$6,577,703
Value of total assets at beginning of year2014-12-31$5,018,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,631,164
Total interest from all sources2014-12-31$10,861
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$92,555
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$851,134
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,619
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,403
Other income not declared elsewhere2014-12-31$226,448
Administrative expenses (other) incurred2014-12-31$389,860
Liabilities. Value of operating payables at end of year2014-12-31$3,482
Liabilities. Value of operating payables at beginning of year2014-12-31$15,320
Total non interest bearing cash at end of year2014-12-31$1,193,247
Total non interest bearing cash at beginning of year2014-12-31$1,619,160
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$1,174,203
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,938,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,764,062
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,357,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,350,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,350,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,861
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$17,436,435
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$19,153,359
Employer contributions (assets) at end of year2014-12-31$25,085
Employer contributions (assets) at beginning of year2014-12-31$32,525
Contract administrator fees2014-12-31$1,148,749
Liabilities. Value of benefit claims payable at end of year2014-12-31$627,322
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$224,687
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
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 name2014-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2014-12-31341082617
2013 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$254,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$823,456
Total income from all sources (including contributions)2013-12-31$21,554,719
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$22,386,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,971,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,678,984
Value of total assets at end of year2013-12-31$3,402,312
Value of total assets at beginning of year2013-12-31$4,803,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,414,915
Total interest from all sources2013-12-31$7,037
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$99,670
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$794,253
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$14,925
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,570
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,925
Other income not declared elsewhere2013-12-31$868,698
Administrative expenses (other) incurred2013-12-31$123,008
Liabilities. Value of operating payables at end of year2013-12-31$15,320
Liabilities. Value of operating payables at beginning of year2013-12-31$227,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-831,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,147,902
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,979,611
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,350,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,720,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,720,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,037
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$20,971,513
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$19,884,731
Employer contributions (assets) at end of year2013-12-31$35,525
Employer contributions (assets) at beginning of year2013-12-31$65,913
Contract administrator fees2013-12-31$1,192,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$224,687
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$581,351
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
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 name2013-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2013-12-31341082617
2012 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$823,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$407,506
Total income from all sources (including contributions)2012-12-31$21,716,868
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,353,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,764,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,413,450
Value of total assets at end of year2012-12-31$4,803,067
Value of total assets at beginning of year2012-12-31$7,023,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,589,049
Total interest from all sources2012-12-31$12,173
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$88,261
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$854,284
Participant contributions at end of year2012-12-31$14,925
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,515
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$12,749
Other income not declared elsewhere2012-12-31$291,245
Administrative expenses (other) incurred2012-12-31$194,427
Liabilities. Value of operating payables at end of year2012-12-31$227,180
Liabilities. Value of operating payables at beginning of year2012-12-31$4,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,636,215
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,979,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,615,826
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,720,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,928,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,928,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,173
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$22,709,826
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$20,559,166
Employer contributions (assets) at end of year2012-12-31$65,913
Employer contributions (assets) at beginning of year2012-12-31$80,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$54,208
Contract administrator fees2012-12-31$1,306,361
Liabilities. Value of benefit claims payable at end of year2012-12-31$581,351
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$390,049
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2012-12-31341082617
2011 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$407,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$492,545
Total income from all sources (including contributions)2011-12-31$18,614,013
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,231,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,763,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,589,722
Value of total assets at end of year2011-12-31$7,023,332
Value of total assets at beginning of year2011-12-31$7,725,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,468,489
Total interest from all sources2011-12-31$24,291
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$80,698
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$812,117
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,511
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-56,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$130,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$12,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$33,453
Liabilities. Value of operating payables at end of year2011-12-31$4,708
Liabilities. Value of operating payables at beginning of year2011-12-31$12,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-617,619
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,615,826
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,233,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$190,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,928,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,511,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,511,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24,291
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$17,797,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$17,777,605
Employer contributions (assets) at end of year2011-12-31$80,491
Employer contributions (assets) at beginning of year2011-12-31$80,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,074
Contract administrator fees2011-12-31$1,197,774
Liabilities. Value of benefit claims payable at end of year2011-12-31$390,049
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$446,342
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2011-12-31341082617
2010 : CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$492,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$335,395
Total income from all sources (including contributions)2010-12-31$17,493,126
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,045,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,591,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,452,582
Value of total assets at end of year2010-12-31$7,725,990
Value of total assets at beginning of year2010-12-31$7,121,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,453,933
Total interest from all sources2010-12-31$39,639
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$163,296
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,057,862
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$844
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,408
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$161,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$130,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$91,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$33,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$37,874
Other income not declared elsewhere2010-12-31$905
Liabilities. Value of operating payables at end of year2010-12-31$12,750
Liabilities. Value of operating payables at beginning of year2010-12-31$12,725
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$447,658
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,233,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,785,787
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$193,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,511,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,997,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,997,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$39,639
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$15,414,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$16,394,720
Employer contributions (assets) at end of year2010-12-31$80,015
Employer contributions (assets) at beginning of year2010-12-31$26,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,242
Contract administrator fees2010-12-31$1,097,135
Liabilities. Value of benefit claims payable at end of year2010-12-31$446,342
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$284,796
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2010-12-31341082617

Form 5500 Responses for CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN

2022: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 planNo
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 AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CLEVELAND AUTOMOBILE DEALERS ASSOCIATION GROUP HEALTH PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered1960
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $363,219
Total amount of fees paid to insurance companyUSD $7,290
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $363,219
Amount paid for insurance broker fees7290
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered1848
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $316,485
Total amount of fees paid to insurance companyUSD $49,129
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $264,057
Amount paid for insurance broker fees36076
Additional information about fees paid to insurance brokerMAY INCLUDE BONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered1807
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $130,084
Total amount of fees paid to insurance companyUSD $29,094
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130,084
Amount paid for insurance broker fees29094
Additional information about fees paid to insurance brokerMAY INCLUDE BONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered790
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $5,789
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,789
Insurance broker organization code?3
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered868
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $13,365
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,365
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2254
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $152,673
Total amount of fees paid to insurance companyUSD $33,837
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148,364
Amount paid for insurance broker fees33837
Additional information about fees paid to insurance brokerMAY INCLUDE BONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2383
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $154,148
Total amount of fees paid to insurance companyUSD $30,379
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154,148
Amount paid for insurance broker fees30379
Additional information about fees paid to insurance brokerBONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered878
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $12,349
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,349
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2340
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $150,371
Total amount of fees paid to insurance companyUSD $21,550
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150,371
Amount paid for insurance broker fees21550
Additional information about fees paid to insurance brokerBONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES INC
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered983
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $7,110
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,110
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered970
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $7,018
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,018
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2374
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $153,292
Total amount of fees paid to insurance companyUSD $28,142
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $153,292
Amount paid for insurance broker fees28142
Additional information about fees paid to insurance brokerBONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES INC
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered879
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $7,249
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,249
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2433
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $157,069
Total amount of fees paid to insurance companyUSD $28,101
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157,069
Amount paid for insurance broker fees28101
Additional information about fees paid to insurance brokerBONUSES, OVERRIDES, ENTERTAINMENT, MEALS, GIFTS PRORATED BY PRODUCER'S ELIGIBLE VOLUME
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES INC
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered1103
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $8,875
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,875
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2433
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $189,403
Total amount of fees paid to insurance companyUSD $31,936
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,092,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $189,403
Amount paid for insurance broker fees31936
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES INC
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2934
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $189,403
Total amount of fees paid to insurance companyUSD $31,936
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,092,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $189,403
Amount paid for insurance broker fees31936
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES INC
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 2
Insurance contract or identification numberC-99016
Number of Individuals Covered2078
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $8,875
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,875
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2866
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $184,217
Total amount of fees paid to insurance companyUSD $87,320
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,010,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC-99016
Policy instance 3
Insurance contract or identification numberC-99016
Number of Individuals Covered2014
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $9,080
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 BenefitYes
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 $2,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,080
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number000000597821
Policy instance 2
Insurance contract or identification number000000597821
Number of Individuals Covered1223
Insurance policy start date2010-01-01
Insurance policy end date2011-01-01
Total amount of commissions paid to insurance brokerUSD $3,488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCDEATH/DISMEMBERMENT & LIFE
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 $47,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,488
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameTODD ASSOCIATES
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number229500
Policy instance 1
Insurance contract or identification number229500
Number of Individuals Covered2828
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $170,589
Total amount of fees paid to insurance companyUSD $108,948
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 $853,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $170,589
Amount paid for insurance broker fees16114
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker nameTALUS BROKERAGE SERVICES II LLC

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