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CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 401k Plan overview

Plan NameCHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P
Plan identification number 501

CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES OF TEAMSTERS LOCAL NO. 301 has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF TEAMSTERS LOCAL NO. 301
Employer identification number (EIN):366125658
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MICHAEL T. HAFFNER MICHAEL WOLFF2018-10-09
5012016-01-01MICHAEL T. HAFFNER MICHAEL WOLFF2017-10-13
5012015-01-01MICHAEL B. HAFFNER MICHAEL WOLFF2016-07-26
5012014-01-01MICHAEL B. HAFFNER MICHAEL WOLFF2015-07-27
5012013-01-01MICHAEL B. HAFFNER MICHAEL WOLFF2014-07-28
5012012-01-01MICHAEL B. HAFFNER MICHAEL WOLFF2013-07-29
5012011-01-01MICHAEL B HAFFNER MICHAEL WOLFF2012-07-30
5012010-01-01MICHAEL B HAFFNER MICHAEL WOLFF2011-10-14
5012009-01-01MICHAEL B HAFFNER MICHAEL WOLFF2010-10-08
5012009-01-01MICHAEL B HAFFNER MICHAEL WOLFF2010-10-12

Plan Statistics for CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P

401k plan membership statisitcs for CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P

Measure Date Value
2022: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2022 401k membership
Total participants, beginning-of-year2022-01-01843
Total number of active participants reported on line 7a of the Form 55002022-01-01779
Number of retired or separated participants receiving benefits2022-01-0158
Total of all active and inactive participants2022-01-01837
Total participants2022-01-01837
Number of employers contributing to the scheme2022-01-0192
2021: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2021 401k membership
Total participants, beginning-of-year2021-01-01899
Total number of active participants reported on line 7a of the Form 55002021-01-01781
Number of retired or separated participants receiving benefits2021-01-0162
Total of all active and inactive participants2021-01-01843
Total participants2021-01-01843
Number of employers contributing to the scheme2021-01-01102
2020: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2020 401k membership
Total participants, beginning-of-year2020-01-01944
Total number of active participants reported on line 7a of the Form 55002020-01-01830
Number of retired or separated participants receiving benefits2020-01-0169
Total of all active and inactive participants2020-01-01899
Total participants2020-01-01899
Number of employers contributing to the scheme2020-01-01112
2019: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2019 401k membership
Total participants, beginning-of-year2019-01-01980
Total number of active participants reported on line 7a of the Form 55002019-01-01874
Number of retired or separated participants receiving benefits2019-01-0170
Total of all active and inactive participants2019-01-01944
Total participants2019-01-01944
Number of participants with account balances2019-01-010
Number of employers contributing to the scheme2019-01-01124
2018: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2018 401k membership
Total participants, beginning-of-year2018-01-011,030
Total number of active participants reported on line 7a of the Form 55002018-01-01914
Number of retired or separated participants receiving benefits2018-01-0166
Total of all active and inactive participants2018-01-01980
Total participants2018-01-01980
Number of employers contributing to the scheme2018-01-01125
2017: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2017 401k membership
Total participants, beginning-of-year2017-01-011,107
Total number of active participants reported on line 7a of the Form 55002017-01-01952
Number of retired or separated participants receiving benefits2017-01-0178
Total of all active and inactive participants2017-01-011,030
Total participants2017-01-011,030
Number of employers contributing to the scheme2017-01-01150
2016: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2016 401k membership
Total participants, beginning-of-year2016-01-011,107
Total number of active participants reported on line 7a of the Form 55002016-01-011,000
Number of retired or separated participants receiving benefits2016-01-01107
Total of all active and inactive participants2016-01-011,107
Total participants2016-01-011,107
Number of employers contributing to the scheme2016-01-01137
2015: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2015 401k membership
Total participants, beginning-of-year2015-01-011,083
Total number of active participants reported on line 7a of the Form 55002015-01-01990
Number of retired or separated participants receiving benefits2015-01-01117
Total of all active and inactive participants2015-01-011,107
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-01118
2014: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2014 401k membership
Total participants, beginning-of-year2014-01-011,024
Total number of active participants reported on line 7a of the Form 55002014-01-01953
Number of retired or separated participants receiving benefits2014-01-01130
Total of all active and inactive participants2014-01-011,083
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-01145
2013: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2013 401k membership
Total participants, beginning-of-year2013-01-011,001
Total number of active participants reported on line 7a of the Form 55002013-01-01897
Number of retired or separated participants receiving benefits2013-01-01127
Total of all active and inactive participants2013-01-011,024
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-01158
2012: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2012 401k membership
Total participants, beginning-of-year2012-01-011,067
Total number of active participants reported on line 7a of the Form 55002012-01-01865
Number of retired or separated participants receiving benefits2012-01-01136
Total of all active and inactive participants2012-01-011,001
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-01165
2011: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2011 401k membership
Total participants, beginning-of-year2011-01-011,113
Total number of active participants reported on line 7a of the Form 55002011-01-01920
Number of retired or separated participants receiving benefits2011-01-01147
Total of all active and inactive participants2011-01-011,067
Total participants2011-01-011,067
2010: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2010 401k membership
Total participants, beginning-of-year2010-01-011,280
Total number of active participants reported on line 7a of the Form 55002010-01-01957
Number of retired or separated participants receiving benefits2010-01-01156
Total of all active and inactive participants2010-01-011,113
Total participants2010-01-011,113
2009: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2009 401k membership
Total participants, beginning-of-year2009-01-011,411
Total number of active participants reported on line 7a of the Form 55002009-01-011,129
Number of retired or separated participants receiving benefits2009-01-01151
Total of all active and inactive participants2009-01-011,280
Total participants2009-01-011,280

Financial Data on CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P

Measure Date Value
2022 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,513,957
Total unrealized appreciation/depreciation of assets2022-12-31$-5,513,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,341,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,265,737
Total income from all sources (including contributions)2022-12-31$8,918,761
Total loss/gain on sale of assets2022-12-31$-569,398
Total of all expenses incurred2022-12-31$14,569,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,381,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,983,451
Value of total assets at end of year2022-12-31$59,780,081
Value of total assets at beginning of year2022-12-31$65,354,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,187,372
Total interest from all sources2022-12-31$1,155,485
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$615,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$615,571
Administrative expenses professional fees incurred2022-12-31$167,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$873,074
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,287,181
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,402,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$331,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$603,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$540,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,418
Other income not declared elsewhere2022-12-31$8,151
Administrative expenses (other) incurred2022-12-31$301,494
Liabilities. Value of operating payables at end of year2022-12-31$466,006
Liabilities. Value of operating payables at beginning of year2022-12-31$432,329
Total non interest bearing cash at end of year2022-12-31$1,664,048
Total non interest bearing cash at beginning of year2022-12-31$103,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,650,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,438,222
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,088,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$129,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,717,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,237,477
Value of interest in pooled separate accounts at end of year2022-12-31$0
Interest earned on other investments2022-12-31$36,960
Income. Interest from US Government securities2022-12-31$482,327
Income. Interest from corporate debt instruments2022-12-31$627,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,319,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,195,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,195,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,939
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$48,193
Asset value of US Government securities at end of year2022-12-31$18,268,594
Asset value of US Government securities at beginning of year2022-12-31$18,444,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,760,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,110,377
Employer contributions (assets) at end of year2022-12-31$1,342,468
Employer contributions (assets) at beginning of year2022-12-31$1,196,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,001,913
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$7,877,868
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$9,680,958
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$9,699,348
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$11,551,425
Contract administrator fees2022-12-31$588,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,850,983
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,806,990
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$9,396,264
Aggregate carrying amount (costs) on sale of assets2022-12-31$9,965,662
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2022-12-31363086616
2021 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,608,012
Total unrealized appreciation/depreciation of assets2021-12-31$-1,608,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,265,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,310,963
Total income from all sources (including contributions)2021-12-31$17,162,145
Total loss/gain on sale of assets2021-12-31$-140,112
Total of all expenses incurred2021-12-31$14,141,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,714,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,283,225
Value of total assets at end of year2021-12-31$65,354,317
Value of total assets at beginning of year2021-12-31$62,378,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,426,819
Total interest from all sources2021-12-31$1,075,051
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$446,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$446,747
Administrative expenses professional fees incurred2021-12-31$179,123
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$900,842
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,402,859
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,539,027
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$417,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$540,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$453,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$37,400
Other income not declared elsewhere2021-12-31$19,556
Administrative expenses (other) incurred2021-12-31$363,985
Liabilities. Value of operating payables at end of year2021-12-31$432,329
Liabilities. Value of operating payables at beginning of year2021-12-31$476,361
Total non interest bearing cash at end of year2021-12-31$103,406
Total non interest bearing cash at beginning of year2021-12-31$138,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,021,079
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,088,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,067,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$131,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,237,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,705,040
Value of interest in pooled separate accounts at end of year2021-12-31$0
Interest earned on other investments2021-12-31$31,366
Income. Interest from US Government securities2021-12-31$405,266
Income. Interest from corporate debt instruments2021-12-31$637,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,195,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,453,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,453,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$600
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$48,527
Asset value of US Government securities at end of year2021-12-31$18,444,942
Asset value of US Government securities at beginning of year2021-12-31$18,367,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,085,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,382,383
Employer contributions (assets) at end of year2021-12-31$1,196,992
Employer contributions (assets) at beginning of year2021-12-31$1,201,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,248,710
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$9,680,958
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$9,740,762
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$11,551,425
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,778,001
Contract administrator fees2021-12-31$752,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,806,990
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,797,202
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$20,184,888
Aggregate carrying amount (costs) on sale of assets2021-12-31$20,325,000
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2021-12-31363086616
2020 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$900,861
Total unrealized appreciation/depreciation of assets2020-12-31$900,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,310,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,216,246
Total income from all sources (including contributions)2020-12-31$20,549,098
Total loss/gain on sale of assets2020-12-31$912,965
Total of all expenses incurred2020-12-31$12,845,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,363,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,963,296
Value of total assets at end of year2020-12-31$62,378,464
Value of total assets at beginning of year2020-12-31$55,580,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,482,477
Total interest from all sources2020-12-31$1,163,806
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$488,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$488,563
Administrative expenses professional fees incurred2020-12-31$217,748
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$916,261
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,539,027
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,285,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$406,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$453,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$470,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$37,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$49,055
Other income not declared elsewhere2020-12-31$17,467
Administrative expenses (other) incurred2020-12-31$390,547
Liabilities. Value of operating payables at end of year2020-12-31$476,361
Liabilities. Value of operating payables at beginning of year2020-12-31$470,099
Total non interest bearing cash at end of year2020-12-31$138,670
Total non interest bearing cash at beginning of year2020-12-31$149,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,703,207
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,067,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,364,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$126,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,705,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,114,335
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest earned on other investments2020-12-31$34,769
Income. Interest from US Government securities2020-12-31$435,299
Income. Interest from corporate debt instruments2020-12-31$680,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,453,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,384,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,384,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13,130
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$52,348
Asset value of US Government securities at end of year2020-12-31$18,367,998
Asset value of US Government securities at beginning of year2020-12-31$16,610,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,102,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$15,047,035
Employer contributions (assets) at end of year2020-12-31$1,201,739
Employer contributions (assets) at beginning of year2020-12-31$1,254,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,905,058
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$9,740,762
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$8,799,791
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,778,001
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$8,511,524
Contract administrator fees2020-12-31$747,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,797,202
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,697,092
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$37,362,977
Aggregate carrying amount (costs) on sale of assets2020-12-31$36,450,012
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2020-12-31363086616
2019 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,581,635
Total unrealized appreciation/depreciation of assets2019-12-31$1,581,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,216,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,356,319
Total income from all sources (including contributions)2019-12-31$21,100,354
Total loss/gain on sale of assets2019-12-31$212,740
Total of all expenses incurred2019-12-31$16,043,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,518,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,271,885
Value of total assets at end of year2019-12-31$55,580,540
Value of total assets at beginning of year2019-12-31$49,663,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,525,188
Total interest from all sources2019-12-31$1,111,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$445,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$445,025
Administrative expenses professional fees incurred2019-12-31$221,308
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$890,580
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,285,478
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$451,741
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$392,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$470,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$353,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$49,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$146,378
Other income not declared elsewhere2019-12-31$17,538
Administrative expenses (other) incurred2019-12-31$357,527
Liabilities. Value of operating payables at end of year2019-12-31$470,099
Liabilities. Value of operating payables at beginning of year2019-12-31$341,821
Total non interest bearing cash at end of year2019-12-31$149,325
Total non interest bearing cash at beginning of year2019-12-31$296,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,056,900
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,364,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,307,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$138,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,114,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,990,615
Value of interest in pooled separate accounts at end of year2019-12-31$0
Interest earned on other investments2019-12-31$19,442
Income. Interest from US Government securities2019-12-31$450,896
Income. Interest from corporate debt instruments2019-12-31$630,246
Value of interest in common/collective trusts at beginning of year2019-12-31$5,230,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,384,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,867,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,867,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,498
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$54,145
Asset value of US Government securities at end of year2019-12-31$16,610,268
Asset value of US Government securities at beginning of year2019-12-31$12,259,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$503,695
Net investment gain or loss from common/collective trusts2019-12-31$956,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,381,305
Employer contributions (assets) at end of year2019-12-31$1,254,453
Employer contributions (assets) at beginning of year2019-12-31$1,423,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,071,279
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$8,799,791
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$11,326,732
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$8,511,524
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,463,398
Contract administrator fees2019-12-31$807,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,697,092
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,868,120
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$28,243,328
Aggregate carrying amount (costs) on sale of assets2019-12-31$28,030,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2019-12-31363086616
2018 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-708,448
Total unrealized appreciation/depreciation of assets2018-12-31$-708,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,356,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,189,864
Total income from all sources (including contributions)2018-12-31$16,040,221
Total loss/gain on sale of assets2018-12-31$-276,265
Total of all expenses incurred2018-12-31$17,796,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,350,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,400,624
Value of total assets at end of year2018-12-31$49,663,713
Value of total assets at beginning of year2018-12-31$51,253,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,445,970
Total interest from all sources2018-12-31$1,040,748
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$317,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$317,146
Administrative expenses professional fees incurred2018-12-31$187,662
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,134,249
Assets. Other investments not covered elsewhere at end of year2018-12-31$451,741
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$302,240
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$448,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$353,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$406,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$146,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$155,962
Other income not declared elsewhere2018-12-31$10,598
Administrative expenses (other) incurred2018-12-31$340,941
Liabilities. Value of operating payables at end of year2018-12-31$341,821
Liabilities. Value of operating payables at beginning of year2018-12-31$115,231
Total non interest bearing cash at end of year2018-12-31$296,398
Total non interest bearing cash at beginning of year2018-12-31$305,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,756,648
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,307,394
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,064,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$113,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,990,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,991,385
Value of interest in pooled separate accounts at end of year2018-12-31$0
Interest earned on other investments2018-12-31$8,907
Income. Interest from US Government securities2018-12-31$348,617
Income. Interest from corporate debt instruments2018-12-31$676,987
Value of interest in common/collective trusts at end of year2018-12-31$5,230,069
Value of interest in common/collective trusts at beginning of year2018-12-31$5,676,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,867,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,853,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,853,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,237
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$56,978
Asset value of US Government securities at end of year2018-12-31$12,259,748
Asset value of US Government securities at beginning of year2018-12-31$11,390,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-317,915
Net investment gain or loss from common/collective trusts2018-12-31$-426,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,266,375
Employer contributions (assets) at end of year2018-12-31$1,423,450
Employer contributions (assets) at beginning of year2018-12-31$1,444,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,845,141
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$11,326,732
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$12,315,036
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,463,398
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,568,430
Contract administrator fees2018-12-31$804,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,868,120
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,918,671
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$17,780,194
Aggregate carrying amount (costs) on sale of assets2018-12-31$18,056,459
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2018-12-31363086616
2017 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,799
Total unrealized appreciation/depreciation of assets2017-12-31$9,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,189,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,094,936
Total income from all sources (including contributions)2017-12-31$18,719,883
Total loss/gain on sale of assets2017-12-31$-11,145
Total of all expenses incurred2017-12-31$15,171,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,733,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,573,732
Value of total assets at end of year2017-12-31$51,253,906
Value of total assets at beginning of year2017-12-31$46,610,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,438,229
Total interest from all sources2017-12-31$751,504
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$276,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$276,199
Administrative expenses professional fees incurred2017-12-31$181,647
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,307,585
Assets. Other investments not covered elsewhere at end of year2017-12-31$302,240
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$443,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$406,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$88,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$155,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$194,264
Other income not declared elsewhere2017-12-31$5,572
Administrative expenses (other) incurred2017-12-31$431,877
Liabilities. Value of operating payables at end of year2017-12-31$115,231
Liabilities. Value of operating payables at beginning of year2017-12-31$252,046
Total non interest bearing cash at end of year2017-12-31$305,982
Total non interest bearing cash at beginning of year2017-12-31$344,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,548,270
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,064,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,515,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$110,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,991,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,685,946
Interest earned on other investments2017-12-31$2,216
Income. Interest from US Government securities2017-12-31$252,868
Income. Interest from corporate debt instruments2017-12-31$488,297
Value of interest in common/collective trusts at end of year2017-12-31$5,676,645
Value of interest in common/collective trusts at beginning of year2017-12-31$34,909,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,853,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,106,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,106,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,123
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$64,819
Asset value of US Government securities at end of year2017-12-31$11,390,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,240
Net investment gain or loss from common/collective trusts2017-12-31$1,084,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,266,147
Employer contributions (assets) at end of year2017-12-31$1,444,145
Employer contributions (assets) at beginning of year2017-12-31$1,476,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,225,206
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$12,315,036
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,568,430
Contract administrator fees2017-12-31$714,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,918,671
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$648,626
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$27,704,302
Aggregate carrying amount (costs) on sale of assets2017-12-31$27,715,447
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2017-12-31363086616
2016 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,094,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,469,413
Total income from all sources (including contributions)2016-12-31$18,408,912
Total of all expenses incurred2016-12-31$16,268,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,716,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,598,333
Value of total assets at end of year2016-12-31$46,610,708
Value of total assets at beginning of year2016-12-31$44,844,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,551,558
Total interest from all sources2016-12-31$253
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$307,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$307,425
Administrative expenses professional fees incurred2016-12-31$252,570
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,080,422
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$487,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$88,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$78,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$194,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$196,226
Other income not declared elsewhere2016-12-31$3,618
Administrative expenses (other) incurred2016-12-31$265,369
Liabilities. Value of operating payables at end of year2016-12-31$252,046
Liabilities. Value of operating payables at beginning of year2016-12-31$146,650
Total non interest bearing cash at end of year2016-12-31$344,284
Total non interest bearing cash at beginning of year2016-12-31$346,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,140,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,515,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,375,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$91,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,685,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,127,466
Value of interest in common/collective trusts at end of year2016-12-31$34,909,211
Value of interest in common/collective trusts at beginning of year2016-12-31$33,737,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,106,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,421,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,421,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$253
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$61,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$251,055
Net investment gain or loss from common/collective trusts2016-12-31$1,248,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,517,911
Employer contributions (assets) at end of year2016-12-31$1,476,573
Employer contributions (assets) at beginning of year2016-12-31$1,132,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,167,427
Contract administrator fees2016-12-31$941,651
Liabilities. Value of benefit claims payable at end of year2016-12-31$648,626
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,126,537
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2016-12-31363086616
2015 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,469,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,038,651
Total income from all sources (including contributions)2015-12-31$15,758,227
Total of all expenses incurred2015-12-31$16,321,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,799,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,254,970
Value of total assets at end of year2015-12-31$44,844,440
Value of total assets at beginning of year2015-12-31$44,976,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,521,654
Total interest from all sources2015-12-31$241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$213,535
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,098,157
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$522,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$78,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$76,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$196,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$124,382
Other income not declared elsewhere2015-12-31$4,749
Administrative expenses (other) incurred2015-12-31$232,708
Liabilities. Value of operating payables at end of year2015-12-31$146,650
Liabilities. Value of operating payables at beginning of year2015-12-31$263,178
Total non interest bearing cash at end of year2015-12-31$346,246
Total non interest bearing cash at beginning of year2015-12-31$274,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-563,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,375,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,938,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$96,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,127,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,044,382
Value of interest in common/collective trusts at end of year2015-12-31$33,737,951
Value of interest in common/collective trusts at beginning of year2015-12-31$35,404,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,421,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,153,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,153,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$241
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$60,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$83,084
Net investment gain or loss from common/collective trusts2015-12-31$415,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,156,813
Employer contributions (assets) at end of year2015-12-31$1,132,914
Employer contributions (assets) at beginning of year2015-12-31$1,023,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,216,867
Contract administrator fees2015-12-31$979,177
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,126,537
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$651,091
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2015-12-31363086616
2014 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,038,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$625,834
Total income from all sources (including contributions)2014-12-31$15,939,320
Total of all expenses incurred2014-12-31$14,326,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,804,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,983,929
Value of total assets at end of year2014-12-31$44,976,751
Value of total assets at beginning of year2014-12-31$42,950,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,522,049
Total interest from all sources2014-12-31$195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$219,526
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,109,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$449,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$76,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$45,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$124,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$134,558
Other income not declared elsewhere2014-12-31$16,195
Administrative expenses (other) incurred2014-12-31$380,811
Liabilities. Value of operating payables at end of year2014-12-31$263,178
Liabilities. Value of operating payables at beginning of year2014-12-31$135,820
Total non interest bearing cash at end of year2014-12-31$274,402
Total non interest bearing cash at beginning of year2014-12-31$330,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,613,003
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,938,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,325,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$91,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,044,382
Value of interest in common/collective trusts at end of year2014-12-31$35,404,001
Value of interest in common/collective trusts at beginning of year2014-12-31$39,592,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,153,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,889,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,889,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$195
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$56,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,382
Net investment gain or loss from common/collective trusts2014-12-31$1,894,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,874,607
Employer contributions (assets) at end of year2014-12-31$1,023,453
Employer contributions (assets) at beginning of year2014-12-31$1,093,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,298,187
Contract administrator fees2014-12-31$830,097
Liabilities. Value of benefit claims payable at end of year2014-12-31$651,091
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$355,456
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2014-12-31363086616
2013 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$625,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$989,174
Total income from all sources (including contributions)2013-12-31$13,917,415
Total of all expenses incurred2013-12-31$13,357,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,018,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,064,132
Value of total assets at end of year2013-12-31$42,950,931
Value of total assets at beginning of year2013-12-31$42,754,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,338,702
Total interest from all sources2013-12-31$164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$212,091
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$949,453
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$395,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$45,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$47,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$134,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$142,080
Other income not declared elsewhere2013-12-31$11,474
Administrative expenses (other) incurred2013-12-31$214,499
Liabilities. Value of operating payables at end of year2013-12-31$135,820
Liabilities. Value of operating payables at beginning of year2013-12-31$235,381
Total non interest bearing cash at end of year2013-12-31$330,754
Total non interest bearing cash at beginning of year2013-12-31$291,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$560,093
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,325,097
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,765,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$89,865
Value of interest in common/collective trusts at end of year2013-12-31$39,592,248
Value of interest in common/collective trusts at beginning of year2013-12-31$38,840,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,889,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,175,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,175,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$164
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$55,899
Net investment gain or loss from common/collective trusts2013-12-31$841,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,114,679
Employer contributions (assets) at end of year2013-12-31$1,093,582
Employer contributions (assets) at beginning of year2013-12-31$1,399,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,566,873
Contract administrator fees2013-12-31$822,247
Liabilities. Value of benefit claims payable at end of year2013-12-31$355,456
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$611,713
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2013-12-31363086616
2012 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$989,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$561,159
Total income from all sources (including contributions)2012-12-31$14,830,469
Total of all expenses incurred2012-12-31$13,272,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,043,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,956,758
Value of total assets at end of year2012-12-31$42,754,178
Value of total assets at beginning of year2012-12-31$40,768,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,229,281
Total interest from all sources2012-12-31$1,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$228,546
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,106,405
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$396,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$47,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$54,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$142,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$154,379
Administrative expenses (other) incurred2012-12-31$122,877
Liabilities. Value of operating payables at end of year2012-12-31$235,381
Liabilities. Value of operating payables at beginning of year2012-12-31$105,394
Total non interest bearing cash at end of year2012-12-31$291,131
Total non interest bearing cash at beginning of year2012-12-31$304,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,557,952
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,765,004
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,207,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$86,658
Value of interest in common/collective trusts at end of year2012-12-31$38,840,466
Value of interest in common/collective trusts at beginning of year2012-12-31$37,054,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,175,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,869,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,869,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,019
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$56,291
Net investment gain or loss from common/collective trusts2012-12-31$1,872,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,850,353
Employer contributions (assets) at end of year2012-12-31$1,399,209
Employer contributions (assets) at beginning of year2012-12-31$1,485,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,590,757
Contract administrator fees2012-12-31$791,200
Liabilities. Value of benefit claims payable at end of year2012-12-31$611,713
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$301,386
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2012-12-31363086616
2011 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$561,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$603,135
Total income from all sources (including contributions)2011-12-31$15,761,861
Total of all expenses incurred2011-12-31$13,675,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,490,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,772,270
Value of total assets at end of year2011-12-31$40,768,211
Value of total assets at beginning of year2011-12-31$38,724,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,185,682
Total interest from all sources2011-12-31$4,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$218,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,340,597
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$382,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$54,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$47,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$154,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$151,421
Administrative expenses (other) incurred2011-12-31$102,554
Liabilities. Value of operating payables at end of year2011-12-31$105,394
Liabilities. Value of operating payables at beginning of year2011-12-31$186,574
Total non interest bearing cash at end of year2011-12-31$304,379
Total non interest bearing cash at beginning of year2011-12-31$301,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,085,973
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,207,052
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,121,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$82,664
Value of interest in common/collective trusts at end of year2011-12-31$37,054,433
Value of interest in common/collective trusts at beginning of year2011-12-31$35,151,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,869,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,452,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,452,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,150
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$56,329
Net investment gain or loss from common/collective trusts2011-12-31$1,985,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,431,673
Employer contributions (assets) at end of year2011-12-31$1,485,467
Employer contributions (assets) at beginning of year2011-12-31$770,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,051,515
Contract administrator fees2011-12-31$782,183
Liabilities. Value of benefit claims payable at end of year2011-12-31$301,386
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$265,140
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2011-12-31363086616
2010 : CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$603,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$705,839
Total income from all sources (including contributions)2010-12-31$15,664,422
Total of all expenses incurred2010-12-31$13,645,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,365,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,446,764
Value of total assets at end of year2010-12-31$38,724,214
Value of total assets at beginning of year2010-12-31$36,808,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,280,139
Total interest from all sources2010-12-31$16,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$211,714
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,611,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$408,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$47,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$151,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$182,206
Administrative expenses (other) incurred2010-12-31$118,560
Liabilities. Value of operating payables at end of year2010-12-31$186,574
Liabilities. Value of operating payables at beginning of year2010-12-31$243,381
Total non interest bearing cash at end of year2010-12-31$301,421
Total non interest bearing cash at beginning of year2010-12-31$332,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,018,620
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,121,079
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,102,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$76,833
Value of interest in common/collective trusts at end of year2010-12-31$35,151,656
Value of interest in common/collective trusts at beginning of year2010-12-31$31,026,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,452,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,324,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,324,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,057
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$58,625
Net investment gain or loss from common/collective trusts2010-12-31$2,201,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,834,945
Employer contributions (assets) at end of year2010-12-31$770,447
Employer contributions (assets) at beginning of year2010-12-31$1,124,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,898,378
Contract administrator fees2010-12-31$873,032
Liabilities. Value of benefit claims payable at end of year2010-12-31$265,140
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$280,252
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FRANK J. BAKER & COMPANY, LTD.
Accountancy firm EIN2010-12-31363086616

Form 5500 Responses for CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P

2022: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00531452
Policy instance 2
Insurance contract or identification number00531452
Number of Individuals Covered761
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $48,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered824
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00531452
Policy instance 2
Insurance contract or identification number00531452
Number of Individuals Covered766
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $49,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered824
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00531452
Policy instance 2
Insurance contract or identification number00531452
Number of Individuals Covered827
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $57,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered891
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered913
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00531452
Policy instance 2
Insurance contract or identification number00531452
Number of Individuals Covered843
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $59,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered969
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00531452
Policy instance 2
Insurance contract or identification number00531452
Number of Individuals Covered897
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $52,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00531452
Policy instance 2
Insurance contract or identification number00531452
Number of Individuals Covered953
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $65,641
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered1014
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 2
Insurance contract or identification number15293
Number of Individuals Covered1081
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67479-6
Policy instance 1
Insurance contract or identification number67479-6
Number of Individuals Covered952
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $60,026
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 2
Insurance contract or identification number15293
Number of Individuals Covered1066
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67479-6
Policy instance 1
Insurance contract or identification number67479-6
Number of Individuals Covered953
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $57,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67479-6
Policy instance 1
Insurance contract or identification number67479-6
Number of Individuals Covered936
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $55,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 2
Insurance contract or identification number15293
Number of Individuals Covered1067
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67479-6
Policy instance 2
Insurance contract or identification number67479-6
Number of Individuals Covered920
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $57,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15293
Policy instance 1
Insurance contract or identification number15293
Number of Individuals Covered1073
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberP15293
Policy instance 1
Insurance contract or identification numberP15293
Number of Individuals Covered1151
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139458
Policy instance 2
Insurance contract or identification number0139458
Number of Individuals Covered992
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $54,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberP15293
Policy instance 1
Insurance contract or identification numberP15293
Number of Individuals Covered1228
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139458
Policy instance 2
Insurance contract or identification number0139458
Number of Individuals Covered888
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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