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NATIONAL I.A.M BENEFIT TRUST FUND 401k Plan overview

Plan NameNATIONAL I.A.M BENEFIT TRUST FUND
Plan identification number 501

NATIONAL I.A.M BENEFIT TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE NATIONAL I.A.M. BENEFIT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE NATIONAL I.A.M. BENEFIT TRUST FUND
Employer identification number (EIN):366562520
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL I.A.M BENEFIT TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01DORA CERVANTES2023-10-16 AMY KEHOE2023-10-16
5012021-01-01DORA CERVANTES2022-10-04 AMY KEHOE2022-10-05
5012020-01-01DORA CERVANTES2021-10-14 THOMAS MITCHELL2021-10-14
5012019-01-01JAMES CONIGLIARO2020-10-13 TOM MITCHELL2020-10-13
5012018-01-01JAMES CONIGLIARO2019-10-09 TOM MITCHELL2019-10-09
5012017-10-01
5012016-10-01
5012015-10-01JAMES CONIGLIARO
5012014-10-01JAMES CONIGLIARO
5012013-10-01
5012012-10-01ROBERT ROACH, JR., UNION TRUSTEE
5012011-10-01ROBERT ROACH, JR. ALFRED NELSON
5012010-10-01ROBERT ROACH, JR., UNION TRUSTEE
5012009-10-01WARREN L MART, UNION TRUSTEE

Plan Statistics for NATIONAL I.A.M BENEFIT TRUST FUND

401k plan membership statisitcs for NATIONAL I.A.M BENEFIT TRUST FUND

Measure Date Value
2022: NATIONAL I.A.M BENEFIT TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0112,552
Total number of active participants reported on line 7a of the Form 55002022-01-0112,173
Number of retired or separated participants receiving benefits2022-01-01934
Total of all active and inactive participants2022-01-0113,107
Number of employers contributing to the scheme2022-01-01194
2021: NATIONAL I.A.M BENEFIT TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0112,767
Total number of active participants reported on line 7a of the Form 55002021-01-0111,613
Number of retired or separated participants receiving benefits2021-01-01939
Total of all active and inactive participants2021-01-0112,552
Number of employers contributing to the scheme2021-01-01172
2020: NATIONAL I.A.M BENEFIT TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0113,161
Total number of active participants reported on line 7a of the Form 55002020-01-0111,864
Number of retired or separated participants receiving benefits2020-01-01903
Total of all active and inactive participants2020-01-0112,767
Number of employers contributing to the scheme2020-01-01190
2019: NATIONAL I.A.M BENEFIT TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0113,166
Total number of active participants reported on line 7a of the Form 55002019-01-0112,314
Number of retired or separated participants receiving benefits2019-01-01847
Total of all active and inactive participants2019-01-0113,161
Number of employers contributing to the scheme2019-01-01228
2018: NATIONAL I.A.M BENEFIT TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0112,431
Total number of active participants reported on line 7a of the Form 55002018-01-0112,298
Number of retired or separated participants receiving benefits2018-01-01868
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0113,166
Number of employers contributing to the scheme2018-01-01217
2017: NATIONAL I.A.M BENEFIT TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-10-0112,301
Total number of active participants reported on line 7a of the Form 55002017-10-0111,589
Number of retired or separated participants receiving benefits2017-10-01842
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-0112,431
Number of employers contributing to the scheme2017-10-01220
2016: NATIONAL I.A.M BENEFIT TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-10-0110,918
Total number of active participants reported on line 7a of the Form 55002016-10-0111,466
Number of retired or separated participants receiving benefits2016-10-01835
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-0112,301
Number of employers contributing to the scheme2016-10-01225
2015: NATIONAL I.A.M BENEFIT TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-10-0110,775
Total number of active participants reported on line 7a of the Form 55002015-10-019,913
Number of retired or separated participants receiving benefits2015-10-011,005
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0110,918
Number of employers contributing to the scheme2015-10-01170
2014: NATIONAL I.A.M BENEFIT TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-10-0110,987
Total number of active participants reported on line 7a of the Form 55002014-10-019,909
Number of retired or separated participants receiving benefits2014-10-01866
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0110,775
Number of employers contributing to the scheme2014-10-01167
2013: NATIONAL I.A.M BENEFIT TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-10-0111,302
Total number of active participants reported on line 7a of the Form 55002013-10-0110,106
Number of retired or separated participants receiving benefits2013-10-01881
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0110,987
Number of employers contributing to the scheme2013-10-01158
2012: NATIONAL I.A.M BENEFIT TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-10-0111,165
Total number of active participants reported on line 7a of the Form 55002012-10-0110,431
Number of retired or separated participants receiving benefits2012-10-01871
Total of all active and inactive participants2012-10-0111,302
Number of employers contributing to the scheme2012-10-01183
2011: NATIONAL I.A.M BENEFIT TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-10-0111,294
Total number of active participants reported on line 7a of the Form 55002011-10-0110,321
Number of retired or separated participants receiving benefits2011-10-01844
Total of all active and inactive participants2011-10-0111,165
Number of employers contributing to the scheme2011-10-01168
2010: NATIONAL I.A.M BENEFIT TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-10-0111,376
Total number of active participants reported on line 7a of the Form 55002010-10-0110,435
Number of retired or separated participants receiving benefits2010-10-01859
Total of all active and inactive participants2010-10-0111,294
Number of employers contributing to the scheme2010-10-01157
2009: NATIONAL I.A.M BENEFIT TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-10-0111,031
Total number of active participants reported on line 7a of the Form 55002009-10-0110,579
Number of retired or separated participants receiving benefits2009-10-01797
Total of all active and inactive participants2009-10-0111,376
Number of employers contributing to the scheme2009-10-01156

Financial Data on NATIONAL I.A.M BENEFIT TRUST FUND

Measure Date Value
2022 : NATIONAL I.A.M BENEFIT TRUST FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,175,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,078,212
Total income from all sources (including contributions)2022-12-31$101,666,432
Total of all expenses incurred2022-12-31$115,471,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$106,231,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$114,046,214
Value of total assets at end of year2022-12-31$101,616,678
Value of total assets at beginning of year2022-12-31$108,324,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,239,751
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$92,267
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$92,267
Administrative expenses professional fees incurred2022-12-31$680,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$2,072,621
Contributions received from participants2022-12-31$599,236
Participant contributions at end of year2022-12-31$5,921
Participant contributions at beginning of year2022-12-31$4,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$201,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$129,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,886,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,797,738
Other income not declared elsewhere2022-12-31$28,565
Administrative expenses (other) incurred2022-12-31$3,482,005
Liabilities. Value of operating payables at end of year2022-12-31$2,047,626
Liabilities. Value of operating payables at beginning of year2022-12-31$320,674
Total non interest bearing cash at beginning of year2022-12-31$111,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,805,214
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,441,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,246,786
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$271,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,062,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,622,236
Value of interest in common/collective trusts at end of year2022-12-31$24,686,550
Value of interest in common/collective trusts at beginning of year2022-12-31$28,319,131
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$58,738,859
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$68,126,107
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$548,195
Net investment gain or loss from common/collective trusts2022-12-31$-5,132,581
Net gain/loss from 103.12 investment entities2022-12-31$-7,368,033
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$113,446,978
Employer contributions (assets) at end of year2022-12-31$939,749
Employer contributions (assets) at beginning of year2022-12-31$1,207,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$105,683,700
Contract administrator fees2022-12-31$4,805,759
Liabilities. Value of benefit claims payable at end of year2022-12-31$14,240,800
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$10,959,800
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,981,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$4,803,178
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2022-12-31611436956
2021 : NATIONAL I.A.M BENEFIT TRUST FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,078,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,967,746
Total income from all sources (including contributions)2021-12-31$116,144,818
Total of all expenses incurred2021-12-31$112,792,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$104,270,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$106,465,100
Value of total assets at end of year2021-12-31$108,324,998
Value of total assets at beginning of year2021-12-31$105,862,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,522,384
Total interest from all sources2021-12-31$501
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$80,865
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$80,865
Administrative expenses professional fees incurred2021-12-31$380,585
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$680,324
Participant contributions at end of year2021-12-31$4,765
Participant contributions at beginning of year2021-12-31$4,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$129,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$156,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,797,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,070,414
Administrative expenses (other) incurred2021-12-31$3,604,599
Liabilities. Value of operating payables at end of year2021-12-31$320,674
Liabilities. Value of operating payables at beginning of year2021-12-31$338,832
Total non interest bearing cash at end of year2021-12-31$111,863
Total non interest bearing cash at beginning of year2021-12-31$954,251
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$3,352,055
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,246,786
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,894,731
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$273,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,622,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$100,606,815
Value of interest in common/collective trusts at end of year2021-12-31$28,319,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$501
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$68,126,107
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$611,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,191
Net investment gain or loss from common/collective trusts2021-12-31$3,840,166
Net gain/loss from 103.12 investment entities2021-12-31$5,736,995
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$105,784,776
Employer contributions (assets) at end of year2021-12-31$1,207,822
Employer contributions (assets) at beginning of year2021-12-31$2,183,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$103,658,971
Contract administrator fees2021-12-31$4,264,078
Liabilities. Value of benefit claims payable at end of year2021-12-31$10,959,800
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$12,558,500
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$4,803,178
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,957,093
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2021-12-31611436956
2020 : NATIONAL I.A.M BENEFIT TRUST FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,967,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,586,987
Total income from all sources (including contributions)2020-12-31$106,719,268
Total of all expenses incurred2020-12-31$106,676,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$98,606,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$102,771,085
Value of total assets at end of year2020-12-31$105,862,477
Value of total assets at beginning of year2020-12-31$105,439,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,069,799
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,442,267
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$2,442,267
Administrative expenses professional fees incurred2020-12-31$500,481
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$857,749
Participant contributions at end of year2020-12-31$4,036
Participant contributions at beginning of year2020-12-31$7,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$156,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$90,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,070,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,013,829
Administrative expenses (other) incurred2020-12-31$2,958,523
Liabilities. Value of operating payables at end of year2020-12-31$338,832
Liabilities. Value of operating payables at beginning of year2020-12-31$239,358
Total non interest bearing cash at end of year2020-12-31$954,251
Total non interest bearing cash at beginning of year2020-12-31$1,171,625
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$42,534
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,894,731
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,852,197
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$73,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$100,606,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$102,805,670
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$641,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,505,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$101,913,336
Employer contributions (assets) at end of year2020-12-31$2,183,661
Employer contributions (assets) at beginning of year2020-12-31$901,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$97,965,921
Contract administrator fees2020-12-31$4,537,045
Liabilities. Value of benefit claims payable at end of year2020-12-31$12,558,500
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$11,333,800
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,957,093
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$461,956
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : NATIONAL I.A.M BENEFIT TRUST FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,586,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,586,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,833,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,833,821
Total income from all sources (including contributions)2019-12-31$116,050,975
Total income from all sources (including contributions)2019-12-31$116,050,975
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$109,528,591
Total of all expenses incurred2019-12-31$109,528,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$102,035,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$102,035,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$105,485,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$105,485,860
Value of total assets at end of year2019-12-31$105,439,184
Value of total assets at end of year2019-12-31$105,439,184
Value of total assets at beginning of year2019-12-31$96,163,634
Value of total assets at beginning of year2019-12-31$96,163,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,492,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,492,873
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,468,214
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,468,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$3,468,214
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,468,214
Administrative expenses professional fees incurred2019-12-31$494,429
Administrative expenses professional fees incurred2019-12-31$494,429
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$728,634
Contributions received from participants2019-12-31$728,634
Participant contributions at end of year2019-12-31$7,661
Participant contributions at end of year2019-12-31$7,661
Participant contributions at beginning of year2019-12-31$744
Participant contributions at beginning of year2019-12-31$744
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$90,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$90,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,013,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,013,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,738,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,738,839
Administrative expenses (other) incurred2019-12-31$3,024,911
Administrative expenses (other) incurred2019-12-31$3,024,911
Liabilities. Value of operating payables at end of year2019-12-31$239,358
Liabilities. Value of operating payables at end of year2019-12-31$239,358
Liabilities. Value of operating payables at beginning of year2019-12-31$735,282
Liabilities. Value of operating payables at beginning of year2019-12-31$735,282
Total non interest bearing cash at end of year2019-12-31$1,171,625
Total non interest bearing cash at end of year2019-12-31$1,171,625
Total non interest bearing cash at beginning of year2019-12-31$217,819
Total non interest bearing cash at beginning of year2019-12-31$217,819
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
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$6,522,384
Value of net income/loss2019-12-31$6,522,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,852,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,852,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,329,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,329,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,250
Investment advisory and management fees2019-12-31$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$102,805,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$102,805,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,549,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,549,867
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$602,666
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$602,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,096,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,096,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$104,757,226
Contributions received in cash from employer2019-12-31$104,757,226
Employer contributions (assets) at end of year2019-12-31$901,745
Employer contributions (assets) at end of year2019-12-31$901,745
Employer contributions (assets) at beginning of year2019-12-31$886,811
Employer contributions (assets) at beginning of year2019-12-31$886,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$101,433,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$101,433,052
Contract administrator fees2019-12-31$3,967,283
Contract administrator fees2019-12-31$3,967,283
Liabilities. Value of benefit claims payable at end of year2019-12-31$11,333,800
Liabilities. Value of benefit claims payable at end of year2019-12-31$11,333,800
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,359,700
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,359,700
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$461,956
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$461,956
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$498,085
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$498,085
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN
Accountancy firm name2019-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : NATIONAL I.A.M BENEFIT TRUST FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,823,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,299,833
Total income from all sources (including contributions)2018-12-31$90,335,785
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$90,227,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$82,737,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$91,768,936
Value of total assets at end of year2018-12-31$96,163,634
Value of total assets at beginning of year2018-12-31$95,531,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,490,627
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,621,697
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$2,621,697
Administrative expenses professional fees incurred2018-12-31$460,907
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$728,510
Participant contributions at end of year2018-12-31$744
Participant contributions at beginning of year2018-12-31$967
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,738,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,759,533
Administrative expenses (other) incurred2018-12-31$3,023,410
Liabilities. Value of operating payables at end of year2018-12-31$735,282
Liabilities. Value of operating payables at beginning of year2018-12-31$1,534,700
Total non interest bearing cash at end of year2018-12-31$217,819
Total non interest bearing cash at beginning of year2018-12-31$913,336
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$108,036
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,339,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,231,777
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$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$94,549,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$92,356,517
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$587,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,054,848
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$91,040,426
Employer contributions (assets) at end of year2018-12-31$886,811
Employer contributions (assets) at beginning of year2018-12-31$1,682,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$82,149,265
Contract administrator fees2018-12-31$4,000,060
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,349,700
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,005,600
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$498,085
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$578,282
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2018-12-31222027092
2017 : NATIONAL I.A.M BENEFIT TRUST FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,299,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,347,047
Total income from all sources (including contributions)2017-12-31$22,754,113
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,350,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,579,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,213,171
Value of total assets at end of year2017-12-31$95,531,610
Value of total assets at beginning of year2017-12-31$92,175,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,771,145
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,586,719
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$1,586,719
Administrative expenses professional fees incurred2017-12-31$126,022
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$135,763
Participant contributions at end of year2017-12-31$967
Participant contributions at beginning of year2017-12-31$10,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,759,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,575,849
Administrative expenses (other) incurred2017-12-31$715,868
Liabilities. Value of operating payables at end of year2017-12-31$1,534,700
Liabilities. Value of operating payables at beginning of year2017-12-31$672,698
Total non interest bearing cash at end of year2017-12-31$913,336
Total non interest bearing cash at beginning of year2017-12-31$705,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,403,171
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,231,777
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,828,606
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$92,356,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,764,367
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$139,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-45,777
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$21,077,408
Employer contributions (assets) at end of year2017-12-31$1,682,508
Employer contributions (assets) at beginning of year2017-12-31$2,046,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,439,896
Contract administrator fees2017-12-31$929,255
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,005,600
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,098,500
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$578,282
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$639,142
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2017-12-31222027092
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$11,347,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$9,916,388
Total income from all sources (including contributions)2017-09-30$81,747,182
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$76,687,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$70,641,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$77,681,916
Value of total assets at end of year2017-09-30$92,175,653
Value of total assets at beginning of year2017-09-30$85,685,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$6,045,669
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$1,911,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$1,911,044
Administrative expenses professional fees incurred2017-09-30$437,223
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$576,058
Participant contributions at end of year2017-09-30$10,641
Participant contributions at beginning of year2017-09-30$5,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$9,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$50,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$2,575,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$3,591,792
Administrative expenses (other) incurred2017-09-30$2,424,822
Liabilities. Value of operating payables at end of year2017-09-30$672,698
Liabilities. Value of operating payables at beginning of year2017-09-30$592,396
Total non interest bearing cash at end of year2017-09-30$705,109
Total non interest bearing cash at beginning of year2017-09-30$797,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$5,059,899
Value of net assets at end of year (total assets less liabilities)2017-09-30$80,828,606
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$75,768,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$88,764,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$84,040,086
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$483,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$2,154,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$77,105,858
Employer contributions (assets) at end of year2017-09-30$2,046,656
Employer contributions (assets) at beginning of year2017-09-30$271,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$70,158,346
Contract administrator fees2017-09-30$3,178,624
Liabilities. Value of benefit claims payable at end of year2017-09-30$8,098,500
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$5,732,200
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$639,142
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$519,825
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30WITHUMSMITH&BROWN
Accountancy firm EIN2017-09-30222027092
2016 : NATIONAL I.A.M BENEFIT TRUST FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$9,916,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$8,316,109
Total income from all sources (including contributions)2016-09-30$72,325,749
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$67,991,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$62,441,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$67,709,141
Value of total assets at end of year2016-09-30$85,685,095
Value of total assets at beginning of year2016-09-30$79,750,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$5,550,506
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$1,573,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$1,573,077
Administrative expenses professional fees incurred2016-09-30$285,403
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$600,096
Participant contributions at end of year2016-09-30$5,060
Participant contributions at beginning of year2016-09-30$5,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$50,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$38,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$3,591,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$2,368,053
Administrative expenses (other) incurred2016-09-30$5,260,103
Liabilities. Value of operating payables at end of year2016-09-30$592,396
Liabilities. Value of operating payables at beginning of year2016-09-30$435,356
Total non interest bearing cash at end of year2016-09-30$797,820
Total non interest bearing cash at beginning of year2016-09-30$1,036,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$4,334,186
Value of net assets at end of year (total assets less liabilities)2016-09-30$75,768,707
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$71,434,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$84,040,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$78,127,884
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$364,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,043,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$67,109,045
Employer contributions (assets) at end of year2016-09-30$271,393
Employer contributions (assets) at beginning of year2016-09-30$25,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$62,076,474
Liabilities. Value of benefit claims payable at end of year2016-09-30$5,732,200
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$5,512,700
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$519,825
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$515,739
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30BOND BEEBE, P.C.
Accountancy firm EIN2016-09-30521044197
2015 : NATIONAL I.A.M BENEFIT TRUST FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$8,316,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$9,379,774
Total income from all sources (including contributions)2015-09-30$68,263,076
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$65,164,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$59,357,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$68,216,574
Value of total assets at end of year2015-09-30$79,750,630
Value of total assets at beginning of year2015-09-30$77,716,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$5,806,997
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$2,062,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$2,062,678
Administrative expenses professional fees incurred2015-09-30$367,693
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$655,544
Participant contributions at end of year2015-09-30$5,289
Participant contributions at beginning of year2015-09-30$9,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$38,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$420,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$2,368,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$3,397,311
Other income not declared elsewhere2015-09-30$25,853
Administrative expenses (other) incurred2015-09-30$5,434,304
Liabilities. Value of operating payables at end of year2015-09-30$435,356
Liabilities. Value of operating payables at beginning of year2015-09-30$397,363
Total non interest bearing cash at end of year2015-09-30$1,036,726
Total non interest bearing cash at beginning of year2015-09-30$1,322,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$3,098,080
Value of net assets at end of year (total assets less liabilities)2015-09-30$71,434,521
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$68,336,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$78,127,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$75,539,450
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$587,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-2,042,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$67,561,030
Employer contributions (assets) at end of year2015-09-30$25,999
Employer contributions (assets) at beginning of year2015-09-30$24,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$58,770,298
Liabilities. Value of benefit claims payable at end of year2015-09-30$5,512,700
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$5,585,100
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$515,739
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$399,375
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30BOND BEEBE, P.C.
Accountancy firm EIN2015-09-30521044197
2014 : NATIONAL I.A.M BENEFIT TRUST FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$9,379,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$8,804,484
Total income from all sources (including contributions)2014-09-30$72,160,292
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$65,263,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$59,515,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$67,293,315
Value of total assets at end of year2014-09-30$77,716,215
Value of total assets at beginning of year2014-09-30$70,244,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$5,748,222
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$1,003,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$1,003,371
Administrative expenses professional fees incurred2014-09-30$374,754
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$784,161
Participant contributions at end of year2014-09-30$9,927
Participant contributions at beginning of year2014-09-30$10,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$420,790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$396,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$3,397,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$2,966,884
Other income not declared elsewhere2014-09-30$1,225,563
Administrative expenses (other) incurred2014-09-30$5,368,468
Liabilities. Value of operating payables at end of year2014-09-30$397,363
Liabilities. Value of operating payables at beginning of year2014-09-30$915,800
Total non interest bearing cash at end of year2014-09-30$1,322,268
Total non interest bearing cash at beginning of year2014-09-30$436,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$6,896,594
Value of net assets at end of year (total assets less liabilities)2014-09-30$68,336,441
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$61,439,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$75,539,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$69,348,190
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$1,308,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$2,638,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$66,509,154
Employer contributions (assets) at end of year2014-09-30$24,405
Employer contributions (assets) at beginning of year2014-09-30$11,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$58,207,108
Liabilities. Value of benefit claims payable at end of year2014-09-30$5,585,100
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$4,921,800
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$399,375
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$40,383
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30BOND BEEBE, P.C.
Accountancy firm EIN2014-09-30521044197
2013 : NATIONAL I.A.M BENEFIT TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$8,804,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$7,395,102
Total income from all sources (including contributions)2013-09-30$64,754,690
Total of all expenses incurred2013-09-30$59,146,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$54,161,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$61,761,067
Value of total assets at end of year2013-09-30$70,244,331
Value of total assets at beginning of year2013-09-30$63,226,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$4,985,013
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$1,249,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$1,249,410
Administrative expenses professional fees incurred2013-09-30$388,907
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$2,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$845,387
Participant contributions at end of year2013-09-30$10,811
Participant contributions at beginning of year2013-09-30$5,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$396,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$129,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$2,966,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$1,875,825
Other income not declared elsewhere2013-09-30$876,734
Administrative expenses (other) incurred2013-09-30$4,591,106
Liabilities. Value of operating payables at end of year2013-09-30$915,800
Liabilities. Value of operating payables at beginning of year2013-09-30$636,877
Total non interest bearing cash at end of year2013-09-30$436,234
Total non interest bearing cash at beginning of year2013-09-30$555,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$5,608,456
Value of net assets at end of year (total assets less liabilities)2013-09-30$61,439,847
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$55,831,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$69,348,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$62,491,483
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$1,970,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$867,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$60,915,680
Employer contributions (assets) at end of year2013-09-30$11,761
Employer contributions (assets) at beginning of year2013-09-30$5,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$52,190,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Liabilities. Value of benefit claims payable at end of year2013-09-30$4,921,800
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$4,882,400
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$40,383
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$38,880
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30SALTER & COMPANY, LLC
Accountancy firm EIN2013-09-30208078757
2012 : NATIONAL I.A.M BENEFIT TRUST FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$7,395,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$8,324,781
Total income from all sources (including contributions)2012-09-30$67,907,280
Total of all expenses incurred2012-09-30$60,216,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$54,840,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$62,867,865
Value of total assets at end of year2012-09-30$63,226,493
Value of total assets at beginning of year2012-09-30$56,465,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$5,376,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$401,438
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$2,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$857,095
Participant contributions at end of year2012-09-30$5,743
Participant contributions at beginning of year2012-09-30$4,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$129,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$274,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$1,875,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$3,017,055
Other income not declared elsewhere2012-09-30$892,064
Administrative expenses (other) incurred2012-09-30$4,969,719
Liabilities. Value of operating payables at end of year2012-09-30$636,877
Liabilities. Value of operating payables at beginning of year2012-09-30$886,426
Total non interest bearing cash at end of year2012-09-30$555,715
Total non interest bearing cash at beginning of year2012-09-30$306,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$7,691,011
Value of net assets at end of year (total assets less liabilities)2012-09-30$55,831,391
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$48,140,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$62,491,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$55,766,939
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$1,971,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$4,147,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$62,010,770
Employer contributions (assets) at end of year2012-09-30$5,519
Employer contributions (assets) at beginning of year2012-09-30$59,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$52,868,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Liabilities. Value of benefit claims payable at end of year2012-09-30$4,882,400
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$4,421,300
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$38,880
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$53,051
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30SALTER & COMPANY, LLC
Accountancy firm EIN2012-09-30208078757
2011 : NATIONAL I.A.M BENEFIT TRUST FUND 2011 401k financial data
Total transfer of assets to this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$8,324,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$7,530,686
Total income from all sources (including contributions)2011-09-30$58,034,774
Total of all expenses incurred2011-09-30$53,147,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$47,474,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$57,980,874
Value of total assets at end of year2011-09-30$56,465,161
Value of total assets at beginning of year2011-09-30$50,784,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$5,673,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$411,168
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$909,789
Participant contributions at end of year2011-09-30$4,482
Participant contributions at beginning of year2011-09-30$7,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$274,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$177,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$3,017,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$2,070,015
Other income not declared elsewhere2011-09-30$349,150
Administrative expenses (other) incurred2011-09-30$5,257,289
Liabilities. Value of operating payables at end of year2011-09-30$886,426
Liabilities. Value of operating payables at beginning of year2011-09-30$641,071
Total non interest bearing cash at end of year2011-09-30$306,824
Total non interest bearing cash at beginning of year2011-09-30$1,375,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$4,887,027
Value of net assets at end of year (total assets less liabilities)2011-09-30$48,140,380
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$43,253,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$55,766,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$49,145,786
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$1,740,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-295,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$57,071,085
Employer contributions (assets) at end of year2011-09-30$59,155
Employer contributions (assets) at beginning of year2011-09-30$27,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$45,734,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Liabilities. Value of benefit claims payable at end of year2011-09-30$4,421,300
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$4,819,600
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$53,051
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$51,087
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30SALTER & COMPANY, LLC
Accountancy firm EIN2011-09-30208078757

Form 5500 Responses for NATIONAL I.A.M BENEFIT TRUST FUND

2022: NATIONAL I.A.M BENEFIT TRUST FUND 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: NATIONAL I.A.M BENEFIT TRUST FUND 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: NATIONAL I.A.M BENEFIT TRUST FUND 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: NATIONAL I.A.M BENEFIT TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL I.A.M BENEFIT TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL I.A.M BENEFIT TRUST FUND 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: NATIONAL I.A.M BENEFIT TRUST FUND 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: NATIONAL I.A.M BENEFIT TRUST FUND 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: NATIONAL I.A.M BENEFIT TRUST FUND 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: NATIONAL I.A.M BENEFIT TRUST FUND 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: NATIONAL I.A.M BENEFIT TRUST FUND 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: NATIONAL I.A.M BENEFIT TRUST FUND 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: NATIONAL I.A.M BENEFIT TRUST FUND 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: NATIONAL I.A.M BENEFIT TRUST FUND 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681764G
Policy instance 2
Insurance contract or identification number681764G
Number of Individuals Covered924
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,415
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $226,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1415
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1080
Policy instance 1
Insurance contract or identification numberSL1080
Number of Individuals Covered7147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $302,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681764G
Policy instance 2
Insurance contract or identification number681764G
Number of Individuals Covered878
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $188,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1080
Policy instance 1
Insurance contract or identification numberSL1080
Number of Individuals Covered6528
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $405,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681764G
Policy instance 2
Insurance contract or identification number681764G
Number of Individuals Covered880
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,481
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $203,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9481
Additional information about fees paid to insurance brokerBONUS - CONTINGENT COMPENSATION
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1080
Policy instance 1
Insurance contract or identification numberSL1080
Number of Individuals Covered6370
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $465,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 963869
Policy instance 4
Insurance contract or identification numberOK 963869
Number of Individuals Covered1051
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number05104
Policy instance 2
Insurance contract or identification number05104
Number of Individuals Covered9248
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1080
Policy instance 1
Insurance contract or identification numberSL1080
Number of Individuals Covered7149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $446,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962244
Policy instance 3
Insurance contract or identification numberFLX962244
Number of Individuals Covered1066
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $182,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 963869
Policy instance 4
Insurance contract or identification numberOK 963869
Number of Individuals Covered993
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962244
Policy instance 3
Insurance contract or identification numberFLX962244
Number of Individuals Covered1013
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $152,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number05104
Policy instance 2
Insurance contract or identification number05104
Number of Individuals Covered9818
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1080
Policy instance 1
Insurance contract or identification numberSL1080
Number of Individuals Covered6390
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $396,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 963869
Policy instance 3
Insurance contract or identification numberOK 963869
Number of Individuals Covered1015
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962244
Policy instance 2
Insurance contract or identification numberFLX962244
Number of Individuals Covered1039
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $139,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1080
Policy instance 1
Insurance contract or identification numberSL1080
Number of Individuals Covered5450
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $337,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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