TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND
401k plan membership statisitcs for NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND
| Measure | Date | Value |
|---|
| 2022 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $315,720 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $373,138 |
| Expenses. Interest paid | 2022-12-31 | $20,508 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $20,508 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,733,487 |
| Total of all expenses incurred | 2022-12-31 | $1,592,635 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,297,662 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,733,460 |
| Value of total assets at end of year | 2022-12-31 | $186,731 |
| Value of total assets at beginning of year | 2022-12-31 | $103,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $274,465 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $192,618 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $140,699 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $315,720 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $373,138 |
| Other income not declared elsewhere | 2022-12-31 | $27 |
| Administrative expenses (other) incurred | 2022-12-31 | $81,847 |
| Total non interest bearing cash at end of year | 2022-12-31 | $182,334 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $97,118 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $140,852 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $-128,989 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-269,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,297,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,592,761 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $1,782 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2022-12-31 | 362929601 |
| 2021 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $373,138 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $662,500 |
| Expenses. Interest paid | 2021-12-31 | $19,286 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $19,286 |
| Total income from all sources (including contributions) | 2021-12-31 | $713,838 |
| Total of all expenses incurred | 2021-12-31 | $421,290 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $233,737 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $441,905 |
| Value of total assets at end of year | 2021-12-31 | $103,297 |
| Value of total assets at beginning of year | 2021-12-31 | $100,111 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $168,267 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $109,454 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $114,942 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $373,138 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $662,500 |
| Other income not declared elsewhere | 2021-12-31 | $271,933 |
| Administrative expenses (other) incurred | 2021-12-31 | $58,813 |
| Total non interest bearing cash at end of year | 2021-12-31 | $97,118 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $93,414 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $292,548 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $-269,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-562,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $199,437 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $326,963 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,300 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $1,782 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $2,300 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2021-12-31 | 362929601 |
| 2020 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $662,500 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $686,500 |
| Expenses. Interest paid | 2020-12-31 | $21,341 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $21,341 |
| Total income from all sources (including contributions) | 2020-12-31 | $303,290 |
| Total of all expenses incurred | 2020-12-31 | $251,366 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $91,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $303,290 |
| Value of total assets at end of year | 2020-12-31 | $100,111 |
| Value of total assets at beginning of year | 2020-12-31 | $72,187 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $138,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $112,917 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $271,864 |
| Contributions received from participants | 2020-12-31 | $125,137 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $662,500 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $686,500 |
| Administrative expenses (other) incurred | 2020-12-31 | $25,326 |
| Total non interest bearing cash at end of year | 2020-12-31 | $93,414 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $65,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $51,924 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $-562,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-614,313 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $61,841 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $178,153 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $29,941 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $2,300 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $2,720 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2020-12-31 | 362929601 |
| 2019 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $686,500 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $708,330 |
| Expenses. Interest paid | 2019-12-31 | $27,112 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $27,112 |
| Total income from all sources (including contributions) | 2019-12-31 | $325,040 |
| Total of all expenses incurred | 2019-12-31 | $283,957 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $97,428 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $323,648 |
| Value of total assets at end of year | 2019-12-31 | $72,187 |
| Value of total assets at beginning of year | 2019-12-31 | $52,934 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $159,417 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $141,350 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $271,864 |
| Contributions received from participants | 2019-12-31 | $125,582 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $4,491 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $686,500 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $708,330 |
| Other income not declared elsewhere | 2019-12-31 | $1,392 |
| Administrative expenses (other) incurred | 2019-12-31 | $18,067 |
| Total non interest bearing cash at end of year | 2019-12-31 | $65,070 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $45,304 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $41,083 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $-614,313 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-655,396 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $75,995 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $198,066 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $21,433 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $2,720 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $3,139 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2019-12-31 | 362929601 |
| 2018 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $708,330 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $849,719 |
| Expenses. Interest paid | 2018-12-31 | $25,919 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $25,919 |
| Total income from all sources (including contributions) | 2018-12-31 | $344,382 |
| Total of all expenses incurred | 2018-12-31 | $185,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $90,938 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $344,382 |
| Value of total assets at end of year | 2018-12-31 | $52,934 |
| Value of total assets at beginning of year | 2018-12-31 | $35,406 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68,608 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $37,100 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $271,864 |
| Contributions received from participants | 2018-12-31 | $94,955 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $4,491 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $708,330 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $849,719 |
| Administrative expenses (other) incurred | 2018-12-31 | $31,508 |
| Total non interest bearing cash at end of year | 2018-12-31 | $45,304 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $25,670 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $158,917 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $-655,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-814,313 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $75,747 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $249,427 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $15,191 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $3,139 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $5,339 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2018-12-31 | 362929601 |
| 2017 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $849,719 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,024,413 |
| Expenses. Interest paid | 2017-12-31 | $32,016 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $32,016 |
| Total income from all sources (including contributions) | 2017-12-31 | $702,122 |
| Total of all expenses incurred | 2017-12-31 | $544,038 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $293,236 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $702,122 |
| Value of total assets at end of year | 2017-12-31 | $35,406 |
| Value of total assets at beginning of year | 2017-12-31 | $52,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $218,786 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $76,446 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $280,667 |
| Contributions received from participants | 2017-12-31 | $575,224 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $849,719 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,024,413 |
| Administrative expenses (other) incurred | 2017-12-31 | $142,340 |
| Total non interest bearing cash at end of year | 2017-12-31 | $25,670 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $40,082 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $158,084 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-814,313 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-972,397 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $249,265 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $126,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $43,971 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $5,339 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $7,537 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2017-12-31 | 362929601 |
| 2016 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,024,413 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,162,627 |
| Expenses. Interest paid | 2016-12-31 | $41,317 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $41,317 |
| Total income from all sources (including contributions) | 2016-12-31 | $937,442 |
| Total of all expenses incurred | 2016-12-31 | $791,950 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $430,309 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $937,419 |
| Value of total assets at end of year | 2016-12-31 | $52,016 |
| Value of total assets at beginning of year | 2016-12-31 | $44,738 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $320,324 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $175,515 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $320,176 |
| Contributions received from participants | 2016-12-31 | $824,166 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,024,413 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,162,627 |
| Other income not declared elsewhere | 2016-12-31 | $23 |
| Administrative expenses (other) incurred | 2016-12-31 | $144,809 |
| Total non interest bearing cash at end of year | 2016-12-31 | $40,082 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $30,606 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $145,492 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-972,397 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-1,117,889 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $356,188 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $113,253 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $74,121 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $7,537 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $9,735 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2016-12-31 | 362929601 |
| 2015 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,162,627 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,310,028 |
| Expenses. Interest paid | 2015-12-31 | $49,284 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $49,284 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,658,299 |
| Total of all expenses incurred | 2015-12-31 | $3,488,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,177,097 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,658,282 |
| Value of total assets at end of year | 2015-12-31 | $44,738 |
| Value of total assets at beginning of year | 2015-12-31 | $22,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $262,410 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $84,884 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $847,203 |
| Contributions received from participants | 2015-12-31 | $790,235 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,397 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,162,627 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,310,028 |
| Other income not declared elsewhere | 2015-12-31 | $17 |
| Administrative expenses (other) incurred | 2015-12-31 | $177,526 |
| Total non interest bearing cash at end of year | 2015-12-31 | $30,606 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $5,040 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $169,508 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-1,117,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-1,287,397 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $3,096,053 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $2,868,047 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $81,044 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $9,735 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $13,194 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | FGMK, LLC |
| Accountancy firm EIN | 2015-12-31 | 362929601 |
| 2014 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,310,028 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,446,828 |
| Expenses. Interest paid | 2014-12-31 | $52,911 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $52,911 |
| Total income from all sources (including contributions) | 2014-12-31 | $7,215,223 |
| Total of all expenses incurred | 2014-12-31 | $7,107,464 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,537,230 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,215,223 |
| Value of total assets at end of year | 2014-12-31 | $22,631 |
| Value of total assets at beginning of year | 2014-12-31 | $51,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $517,323 |
| 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 | $201,264 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $933,089 |
| Contributions received from participants | 2014-12-31 | $869,275 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,397 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,310,028 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,446,828 |
| Administrative expenses (other) incurred | 2014-12-31 | $316,059 |
| Total non interest bearing cash at end of year | 2014-12-31 | $5,040 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $51,672 |
| 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 | $107,759 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-1,287,397 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-1,395,156 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $6,460,934 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 | $6,345,948 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $76,296 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $13,194 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | FGMK, LLC |
| Accountancy firm EIN | 2014-12-31 | 362929601 |
| 2013 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,446,828 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,674,876 |
| Expenses. Interest paid | 2013-12-31 | $65,013 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $65,013 |
| Total income from all sources (including contributions) | 2013-12-31 | $4,441,554 |
| Total of all expenses incurred | 2013-12-31 | $4,165,826 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,823,424 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,441,365 |
| Value of total assets at end of year | 2013-12-31 | $51,672 |
| Value of total assets at beginning of year | 2013-12-31 | $3,992 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $277,389 |
| 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 | $47,298 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $983,076 |
| Contributions received from participants | 2013-12-31 | $868,147 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,446,828 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,674,876 |
| Other income not declared elsewhere | 2013-12-31 | $189 |
| Administrative expenses (other) incurred | 2013-12-31 | $230,091 |
| Total non interest bearing cash at end of year | 2013-12-31 | $51,672 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $3,992 |
| 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 | $275,728 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-1,395,156 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-1,670,884 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $3,758,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 | $3,573,218 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $64,943 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | JEFFREY W. KROL & ASSOCIATES,LTD. |
| Accountancy firm EIN | 2013-12-31 | 363094368 |
| 2012 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,674,876 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,692,862 |
| Expenses. Interest paid | 2012-12-31 | $55,493 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $55,493 |
| Total income from all sources (including contributions) | 2012-12-31 | $907,084 |
| Total of all expenses incurred | 2012-12-31 | $886,770 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $443,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $902,418 |
| Value of total assets at end of year | 2012-12-31 | $3,992 |
| Value of total assets at beginning of year | 2012-12-31 | $1,664 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $387,934 |
| 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 | $7,118 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $1,211,760 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $358,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,674,876 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,692,862 |
| Other income not declared elsewhere | 2012-12-31 | $4,666 |
| Administrative expenses (other) incurred | 2012-12-31 | $380,816 |
| Total non interest bearing cash at end of year | 2012-12-31 | $3,992 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,664 |
| 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 | $20,314 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-1,670,884 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-1,691,198 |
| 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 |
| 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 | $902,418 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $85,343 |
| 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 | JEFFREY W. KROL & ASSOCIATES,LTD. |
| Accountancy firm EIN | 2012-12-31 | 363094368 |
| 2011 : NATIONAL PRODUCTION WORKERS UNION INSURANCE TRUST FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,692,862 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,735,619 |
| Expenses. Interest paid | 2011-12-31 | $82,297 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $82,297 |
| Total income from all sources (including contributions) | 2011-12-31 | $793,184 |
| Total of all expenses incurred | 2011-12-31 | $811,992 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $325,729 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $787,416 |
| Value of total assets at end of year | 2011-12-31 | $1,664 |
| Value of total assets at beginning of year | 2011-12-31 | $63,229 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $403,966 |
| 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 | $58,127 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $1,229,746 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,692,862 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,735,619 |
| Other income not declared elsewhere | 2011-12-31 | $5,768 |
| Administrative expenses (other) incurred | 2011-12-31 | $345,839 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,664 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $63,229 |
| 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 | $-18,808 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-1,691,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-1,672,390 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $240,000 |
| 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 | $787,416 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $85,729 |
| 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 | JEFFREY W. KROL & ASSOCIATES,LTD. |
| Accountancy firm EIN | 2011-12-31 | 363094368 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1142980 |
| Policy instance | 4 |
| Insurance contract or identification number | 1142980 | | Number of Individuals Covered | 349 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $27,429 | | Total amount of fees paid to insurance company | USD $8,465 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | INDEMNITY CONTRACT | | Welfare Benefit Premiums Paid to Carrier | USD $177,619 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,429 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | BONUS |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00519937 |
| Policy instance | 3 |
| Insurance contract or identification number | 00519937 | | Number of Individuals Covered | 2730 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $12,455 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $62,276 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,191 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $70 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,947 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $70 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $1,414 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,097 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $427 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 70837 |
| Policy instance | 5 |
| Insurance contract or identification number | 70837 | | Number of Individuals Covered | 643 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $9,955 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | BASIC AD&D INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $66,365 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,955 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $1,281 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,077 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,281 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00519937 |
| Policy instance | 3 |
| Insurance contract or identification number | 00519937 | | Number of Individuals Covered | 2090 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $7,662 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $38,311 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,662 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $192 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $192 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $277 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $277 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00519937 |
| Policy instance | 3 |
| Insurance contract or identification number | 00519937 | | Number of Individuals Covered | 1948 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $11,612 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $58,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,612 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $1,257 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,256 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,257 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $1,513 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,815 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,513 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $232 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,903 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $232 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00519937 |
| Policy instance | 3 |
| Insurance contract or identification number | 00519937 | | Number of Individuals Covered | 2826 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $8,890 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $44,447 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,480 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $3,479 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,945 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $3,796 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,663 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00519937 |
| Policy instance | 3 |
| Insurance contract or identification number | 00519937 | | Number of Individuals Covered | 1485 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $16,407 | | Total amount of fees paid to insurance company | USD $1,988 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $82,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,305 | | Amount paid for insurance broker fees | 1988 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00519937 |
| Policy instance | 3 |
| Insurance contract or identification number | 00519937 | | Number of Individuals Covered | 2837 | | Insurance policy start date | 2016-04-01 | | Insurance policy end date | 2017-03-31 | | Total amount of commissions paid to insurance broker | USD $20,838 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $104,179 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $5,209 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | AMERICAN WESTBROOK INS SVCS |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2016-09-01 | | Insurance policy end date | 2017-08-31 | | Total amount of commissions paid to insurance broker | USD $19,141 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $110,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,141 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | AMERICAN WESTBROOK INSURANCE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2016-09-01 | | Insurance policy end date | 2017-08-31 | | Total amount of commissions paid to insurance broker | USD $15,316 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $123,766 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,316 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | AMERICAN WESTBROOK INSURANCE |
|
| CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 ) |
| Policy contract number | 7028560000 |
| Policy instance | 3 |
| Insurance contract or identification number | 7028560000 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $8,820 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $-14,750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8820 | | Additional information about fees paid to insurance broker | PAYMENTS MADE NOT DIRECTLY INCLUDED DETERMINATION OF GROUPS PREMIUM | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL MED INSURANCE SERVICES, LLC |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 8 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-08-31 | | Total amount of commissions paid to insurance broker | USD $16,472 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $109,811 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,472 | | Insurance broker name | AMERICAN WESTBROOK INSURANCE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 7 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-08-31 | | Total amount of commissions paid to insurance broker | USD $16,391 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $98,026 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,391 | | Insurance broker name | AMERICAN WESTBROOK INSURANCE |
|
| PROTEC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 15297 ) |
| Policy contract number | 10711 |
| Policy instance | 6 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 1520 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $1,083 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,083 | | Insurance broker name | JK GEORGE, INC. |
|
| PROTEC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 15297 ) |
| Policy contract number | 10468 |
| Policy instance | 5 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 524 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $705 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,053 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $705 | | Insurance broker name | JK GEORGE INC. |
|
| COVENTRY HEALTH CARE OF IOWA (National Association of Insurance Commissioners NAIC id number: 95241 ) |
| Policy contract number | 7028560000 |
| Policy instance | 4 |
| Insurance contract or identification number | 7028560000 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $20,080 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,647,073 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 20080 | | Additional information about fees paid to insurance broker | AMOUNTS PAID NOT DIRECTLY USED IN DETERMINATION OF GROUP PREMIUM | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL MED INSURANCE SVC LLC |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $12,916 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,499 | | Commission paid to Insurance Broker | USD $12,916 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 163 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $15,436 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $109,140 | | Commission paid to Insurance Broker | USD $15,436 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $13,276 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,504 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,276 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 ) |
| Policy contract number | 7028560000 |
| Policy instance | 3 |
| Insurance contract or identification number | 7028560000 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $141,000 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,941,527 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 141000 | | Additional information about fees paid to insurance broker | PAYMENTS MADE NOT DIRECTLY INCLUDED DETERMINATION OF GROUPS PREMIUM | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL MED INSURANCE SERVICES, LLC |
|
| TRUASSURE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92525 ) |
| Policy contract number | 10468 |
| Policy instance | 4 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 639 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $890 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,366 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $890 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| TRUASSURE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92525 ) |
| Policy contract number | 10711 |
| Policy instance | 5 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 1740 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,694 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,676 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,694 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| COVENTRY HEALTH CARE OF IOWA (National Association of Insurance Commissioners NAIC id number: 95241 ) |
| Policy contract number | 7028560000 |
| Policy instance | 6 |
| Insurance contract or identification number | 7028560000 | | Number of Individuals Covered | 1063 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $4,870 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,245,354 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4870 | | Additional information about fees paid to insurance broker | AMOUNTS PAID NOT DIRECTLY USED IN DETERMINATION OF GROUP PREMIUM | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL MED INSURANCE SVC LLC |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 199 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $7,714 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,714 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| PROTEC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 15297 ) |
| Policy contract number | 10468 |
| Policy instance | 5 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $899 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,986 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $899 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,910 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $95,043 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,910 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 173 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $11,009 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $83,409 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,009 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| PROTEC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 15297 ) |
| Policy contract number | 10711 |
| Policy instance | 4 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 173 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $435 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,475 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $435 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
|
| CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 ) |
| Policy contract number | 7028560000 |
| Policy instance | 3 |
| Insurance contract or identification number | 7028560000 | | Number of Individuals Covered | 2006 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $26,080 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,387,718 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 26080 | | Additional information about fees paid to insurance broker | PAYMENTS MADE NOT DIRECTLY INCLUDED IN DETERMINATION OF GROUPS PREMIUM | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL MED INSURANCE SERVICES, LLC |
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| TRUASSURE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92525 ) |
| Policy contract number | 10468 |
| Policy instance | 6 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 185 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $1,898 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,982 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,898 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
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| TRUASSURE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92525 ) |
| Policy contract number | 10711 |
| Policy instance | 7 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $2,025 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,250 | | Commission paid to Insurance Broker | USD $2,025 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES K GEORGE |
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| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $12,246 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $70,633 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,402 | | Insurance broker name | JAMES K GEORGE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 205 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $16,237 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $106,433 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,132 | | Insurance broker name | JAMES K GEORGE |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10711 |
| Policy instance | 2 |
| Insurance contract or identification number | 10711 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $12,402 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $98,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 10468 |
| Policy instance | 1 |
| Insurance contract or identification number | 10468 | | Number of Individuals Covered | 211 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $13,645 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $150,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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