TRUSTEES OF QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONFERENCE I has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND
401k plan membership statisitcs for QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND
| Measure | Date | Value |
|---|
| 2022 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $39,807 |
| Total plan liabilities at beginning of year | 2022-12-31 | $140 |
| Total income from all sources | 2022-12-31 | $799,686 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $774,563 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $735,672 |
| Total plan assets at end of year | 2022-12-31 | $302,054 |
| Total plan assets at beginning of year | 2022-12-31 | $237,264 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $344,535 |
| Noncash contributions received | 2022-12-31 | $285 |
| Net income (gross income less expenses) | 2022-12-31 | $25,123 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $262,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $237,124 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $454,866 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $38,891 |
| 2021 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $140 |
| Total plan liabilities at beginning of year | 2021-12-31 | $82,005 |
| Total income from all sources | 2021-12-31 | $956,716 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $932,019 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $890,530 |
| Total plan assets at end of year | 2021-12-31 | $237,264 |
| Total plan assets at beginning of year | 2021-12-31 | $294,432 |
| Value of fidelity bond covering the plan | 2021-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $441,186 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $30,779 |
| Net income (gross income less expenses) | 2021-12-31 | $24,697 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $237,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $212,427 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $515,530 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,710 |
| 2020 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $82,005 |
| Total plan liabilities at beginning of year | 2020-12-31 | $97,588 |
| Total income from all sources | 2020-12-31 | $1,105,073 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,072,086 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,009,123 |
| Total plan assets at end of year | 2020-12-31 | $294,432 |
| Total plan assets at beginning of year | 2020-12-31 | $277,028 |
| Value of fidelity bond covering the plan | 2020-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $487,402 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $52,475 |
| Other income received | 2020-12-31 | $1 |
| Net income (gross income less expenses) | 2020-12-31 | $32,987 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $212,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $179,440 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $617,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,488 |
| 2019 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $97,588 |
| Total plan liabilities at beginning of year | 2019-12-31 | $91,198 |
| Total income from all sources | 2019-12-31 | $1,056,613 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,059,139 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $985,874 |
| Total plan assets at end of year | 2019-12-31 | $277,028 |
| Total plan assets at beginning of year | 2019-12-31 | $273,164 |
| Value of fidelity bond covering the plan | 2019-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $458,409 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $62,199 |
| Other income received | 2019-12-31 | $4 |
| Net income (gross income less expenses) | 2019-12-31 | $-2,526 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $179,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $181,966 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $598,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,066 |
| 2018 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $91,198 |
| Total plan liabilities at beginning of year | 2018-12-31 | $111,179 |
| Total income from all sources | 2018-12-31 | $1,238,284 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,056,091 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $991,802 |
| Total plan assets at end of year | 2018-12-31 | $273,164 |
| Total plan assets at beginning of year | 2018-12-31 | $110,952 |
| Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $480,585 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $50,898 |
| Other income received | 2018-12-31 | $4 |
| Net income (gross income less expenses) | 2018-12-31 | $182,193 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $181,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-227 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $757,695 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,391 |
| 2017 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $111,179 |
| Total plan liabilities at beginning of year | 2017-12-31 | $90,740 |
| Total income from all sources | 2017-12-31 | $1,062,077 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,066,102 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $987,965 |
| Total plan assets at end of year | 2017-12-31 | $110,952 |
| Total plan assets at beginning of year | 2017-12-31 | $94,538 |
| Value of fidelity bond covering the plan | 2017-12-31 | $112,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $453,925 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $39,646 |
| Net income (gross income less expenses) | 2017-12-31 | $-4,025 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,798 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $608,152 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $38,491 |
| 2016 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $90,740 |
| Total plan liabilities at beginning of year | 2016-12-31 | $95,251 |
| Total income from all sources | 2016-12-31 | $1,042,511 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,045,043 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $975,369 |
| Total plan assets at end of year | 2016-12-31 | $94,538 |
| Total plan assets at beginning of year | 2016-12-31 | $101,581 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $426,697 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $40,490 |
| Other income received | 2016-12-31 | $40,000 |
| Net income (gross income less expenses) | 2016-12-31 | $-2,532 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,330 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $575,814 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $29,184 |
| 2015 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $95,251 |
| Total plan liabilities at beginning of year | 2015-12-31 | $82,878 |
| Total income from all sources | 2015-12-31 | $974,286 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,023,835 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $934,009 |
| Total plan assets at end of year | 2015-12-31 | $101,581 |
| Total plan assets at beginning of year | 2015-12-31 | $138,757 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $419,904 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $42,586 |
| Other income received | 2015-12-31 | $2 |
| Net income (gross income less expenses) | 2015-12-31 | $-49,549 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $55,879 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $554,380 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $47,240 |
| 2014 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $82,878 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $125,000 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,164,838 |
| Total of all expenses incurred | 2014-12-31 | $1,249,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,081,762 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,071,982 |
| Value of total assets at end of year | 2014-12-31 | $138,757 |
| Value of total assets at beginning of year | 2014-12-31 | $265,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $167,339 |
| Total interest from all sources | 2014-12-31 | $68 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $127,443 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $461,434 |
| Participant contributions at end of year | 2014-12-31 | $725 |
| Participant contributions at beginning of year | 2014-12-31 | $910 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $81,006 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $97,344 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $82,878 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $125,000 |
| Other income not declared elsewhere | 2014-12-31 | $92,788 |
| Administrative expenses (other) incurred | 2014-12-31 | $39,646 |
| Total non interest bearing cash at end of year | 2014-12-31 | $23,785 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $43,083 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-84,263 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $55,879 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $140,142 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $28,176 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $116,684 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $116,684 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $68 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,081,762 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $610,548 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,477 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,627 |
| Contract administrator fees | 2014-12-31 | $250 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $3,588 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $5,494 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2014-12-31 | 320043599 |
| 2013 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $125,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $81,360 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,074,863 |
| Total of all expenses incurred | 2013-12-31 | $1,161,681 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,119,843 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,074,501 |
| Value of total assets at end of year | 2013-12-31 | $265,142 |
| Value of total assets at beginning of year | 2013-12-31 | $308,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $41,838 |
| Total interest from all sources | 2013-12-31 | $362 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $2,825 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $328,548 |
| Participant contributions at end of year | 2013-12-31 | $910 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $97,344 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $97,006 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $125,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $81,360 |
| Administrative expenses (other) incurred | 2013-12-31 | $37,913 |
| Total non interest bearing cash at end of year | 2013-12-31 | $43,083 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $88,022 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-86,818 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $140,142 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $226,960 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $116,684 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $116,371 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $116,371 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $362 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,119,843 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $745,953 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,627 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,524 |
| Contract administrator fees | 2013-12-31 | $1,100 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $5,494 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $5,397 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2013-12-31 | 320043599 |
| 2012 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $81,360 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $169,573 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,048,402 |
| Total of all expenses incurred | 2012-12-31 | $1,137,693 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,021,702 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,048,264 |
| Value of total assets at end of year | 2012-12-31 | $216,822 |
| Value of total assets at beginning of year | 2012-12-31 | $306,113 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $115,991 |
| Total interest from all sources | 2012-12-31 | $138 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $2,725 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $417,857 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $7,060 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $7,312 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $81,360 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $169,573 |
| Administrative expenses (other) incurred | 2012-12-31 | $4,754 |
| Total non interest bearing cash at end of year | 2012-12-31 | $88,021 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $175,486 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-89,291 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $216,822 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $306,113 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $116,344 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $116,376 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $116,376 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $138 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,021,702 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,048,264 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,524 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,259 |
| Contract administrator fees | 2012-12-31 | $108,512 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $5,397 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $6,939 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | TOM ENGELMANN CPA |
| Accountancy firm EIN | 2012-12-31 | 261694987 |
| 2011 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $169,573 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $122,362 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,278,831 |
| Total of all expenses incurred | 2011-12-31 | $2,194,950 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,186,735 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,277,946 |
| Value of total assets at end of year | 2011-12-31 | $306,113 |
| Value of total assets at beginning of year | 2011-12-31 | $222,232 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,215 |
| Total interest from all sources | 2011-12-31 | $885 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $2,625 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $747,199 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $1,121 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,316 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $7,312 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,457 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $169,573 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $122,362 |
| Administrative expenses (other) incurred | 2011-12-31 | $60,903 |
| Total non interest bearing cash at end of year | 2011-12-31 | $175,486 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $96,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $83,881 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $306,113 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $222,232 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $5,590 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $116,376 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $116,337 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $116,337 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $885 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,186,735 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,273,630 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,259 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,550 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $6,939 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | TOM ENGELMANN, CPA |
| Accountancy firm EIN | 2011-12-31 | 261694987 |
| 2010 : QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $2,415,874 |
| Total of all expenses incurred | 2010-12-31 | $2,421,705 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,359,414 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,414,897 |
| Value of total assets at end of year | 2010-12-31 | $157,232 |
| Value of total assets at beginning of year | 2010-12-31 | $228,063 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $62,291 |
| Total interest from all sources | 2010-12-31 | $977 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $2,550 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $14,040 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4,457 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $443 |
| Administrative expenses (other) incurred | 2010-12-31 | $3,598 |
| Total non interest bearing cash at end of year | 2010-12-31 | $36,438 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $20,128 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-5,831 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $157,232 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $228,063 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $116,337 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $207,492 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $207,492 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $977 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $2,359,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,400,857 |
| Contract administrator fees | 2010-12-31 | $56,143 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | TOM ENGELMANN CPA |
| Accountancy firm EIN | 2010-12-31 | 261694987 |
| 2022: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Multi-employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Multi-employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Multi-employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: QUAD CITIES LOCAL 518M GRAPHIC COMMUNICATIONS CONF IBT HEALTH AND WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95776 ) |
| Policy contract number | 06Q8940 |
| Policy instance | 1 |
| Insurance contract or identification number | 06Q8940 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $732,023 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 01000001 |
| Policy instance | 3 |
| Insurance contract or identification number | 01000001 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,239 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 872876G |
| Policy instance | 4 |
| Insurance contract or identification number | 872876G | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $215 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,434 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $215 | | Insurance broker organization code? | 3 |
|
| WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
| Policy contract number | 00050133 |
| Policy instance | 5 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $416,079 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
| Policy contract number | 00050133 |
| Policy instance | 1 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $442,983 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 60792-1056 |
| Policy instance | 2 |
| Insurance contract or identification number | 60792-1056 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,129 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,561 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,159 | | Insurance broker organization code? | 3 |
|
| WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
| Policy contract number | 00050133 |
| Policy instance | 1 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $550,240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
| Policy contract number | 00050133 |
| Policy instance | 4 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $440,048 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 60792-1056 |
| Policy instance | 5 |
| Insurance contract or identification number | 60792-1056 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,623 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,374 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 872876G |
| Policy instance | 3 |
| Insurance contract or identification number | 872876G | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $219 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $219 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 01000001 |
| Policy instance | 2 |
| Insurance contract or identification number | 01000001 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
| Policy contract number | 00050133 |
| Policy instance | 4 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $564,049 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 60792-1056 |
| Policy instance | 3 |
| Insurance contract or identification number | 60792-1056 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,514 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,317 | | Insurance broker organization code? | 3 |
|
| WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
| Policy contract number | 00050133 |
| Policy instance | 2 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $410,379 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 872876G |
| Policy instance | 1 |
| Insurance contract or identification number | 872876G | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $241 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,576 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $241 | | Insurance broker organization code? | 3 |
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| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 01000001 |
| Policy instance | 5 |
| Insurance contract or identification number | 01000001 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
| Policy contract number | 00050133 |
| Policy instance | 5 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $618,486 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 60792-1056 |
| Policy instance | 4 |
| Insurance contract or identification number | 60792-1056 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,379 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,366 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,246 | | Insurance broker organization code? | 3 |
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| WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
| Policy contract number | 00050133 |
| Policy instance | 3 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $359,251 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 872867G |
| Policy instance | 2 |
| Insurance contract or identification number | 872867G | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $253 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $253 | | Insurance broker organization code? | 3 |
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| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 01000001 |
| Policy instance | 1 |
| Insurance contract or identification number | 01000001 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,252 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
| Policy contract number | 00050133 |
| Policy instance | 4 |
| Insurance contract or identification number | 00050133 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $951,186 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 01000001 |
| Policy instance | 3 |
| Insurance contract or identification number | 01000001 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2016-02-01 | | Insurance policy end date | 2017-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,292 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 60792-1056 |
| Policy instance | 2 |
| Insurance contract or identification number | 60792-1056 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,749 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,989 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,440 | | Insurance broker organization code? | 3 | | Insurance broker name | MOLYNEAUX RISK SOLUTIONS |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 872867G |
| Policy instance | 1 |
| Insurance contract or identification number | 872867G | | Number of Individuals Covered | 8 | | Insurance policy start date | 2016-11-01 | | Insurance policy end date | 2017-10-31 | | Total amount of commissions paid to insurance broker | USD $470 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $3,135 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $470 | | Insurance broker organization code? | 3 | | Insurance broker name | MOLYNEAUX INSURANCE INC. |
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