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PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 401k Plan overview

Plan NamePIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND
Plan identification number 501

PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND has sponsored the creation of one or more 401k plans.

Company Name:PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND
Employer identification number (EIN):376468197
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01CHRISTOPHER M. SCOTT, CPAPFS, MST2023-06-07 CHRISTOPHER M. SCOTT, CPAPFS, MST2023-06-07
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01
5012016-09-01DARRIS GAROUFALIS
5012015-09-01DARRIS GAROUFALIS
5012014-09-01DARRIS GAROUFALIS
5012013-09-01DARRIS GAROUFALIS
5012012-09-01DARRIS GAROUFALIS
5012011-09-01DARRIS GAROUFALIS
5012010-09-27DARRIS GAROUFALIS

Plan Statistics for PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND

401k plan membership statisitcs for PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND

Measure Date Value
2021: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2021 401k membership
Total participants, beginning-of-year2021-09-011,181
Total number of active participants reported on line 7a of the Form 55002021-09-010
Number of retired or separated participants receiving benefits2021-09-011,191
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-011,191
Number of employers contributing to the scheme2021-09-01109
2020: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2020 401k membership
Total participants, beginning-of-year2020-09-011,191
Number of retired or separated participants receiving benefits2020-09-011,181
Total of all active and inactive participants2020-09-011,181
Number of employers contributing to the scheme2020-09-01109
2019: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2019 401k membership
Total participants, beginning-of-year2019-09-011,199
Number of retired or separated participants receiving benefits2019-09-011,191
Total of all active and inactive participants2019-09-011,191
Number of employers contributing to the scheme2019-09-01109
2018: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2018 401k membership
Total participants, beginning-of-year2018-09-011,178
Number of retired or separated participants receiving benefits2018-09-011,199
Total of all active and inactive participants2018-09-011,199
Number of employers contributing to the scheme2018-09-01120
2017: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2017 401k membership
Total participants, beginning-of-year2017-09-011,166
Number of retired or separated participants receiving benefits2017-09-011,178
Total of all active and inactive participants2017-09-011,178
Number of employers contributing to the scheme2017-09-01118
2016: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2016 401k membership
Total participants, beginning-of-year2016-09-011,171
Number of retired or separated participants receiving benefits2016-09-011,166
Total of all active and inactive participants2016-09-011,166
Number of employers contributing to the scheme2016-09-01116
2015: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2015 401k membership
Total participants, beginning-of-year2015-09-011,183
Number of retired or separated participants receiving benefits2015-09-011,171
Total of all active and inactive participants2015-09-011,171
Number of employers contributing to the scheme2015-09-01124
2014: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2014 401k membership
Total participants, beginning-of-year2014-09-011,188
Number of retired or separated participants receiving benefits2014-09-011,183
Total of all active and inactive participants2014-09-011,183
Number of employers contributing to the scheme2014-09-01114
2013: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2013 401k membership
Total participants, beginning-of-year2013-09-011,154
Number of retired or separated participants receiving benefits2013-09-011,188
Total of all active and inactive participants2013-09-011,188
Number of employers contributing to the scheme2013-09-01123
2012: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2012 401k membership
Total participants, beginning-of-year2012-09-011,147
Number of retired or separated participants receiving benefits2012-09-011,154
Total of all active and inactive participants2012-09-011,154
Number of employers contributing to the scheme2012-09-01124
2011: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2011 401k membership
Total participants, beginning-of-year2011-09-011,161
Number of retired or separated participants receiving benefits2011-09-011,147
Total of all active and inactive participants2011-09-011,147
Number of employers contributing to the scheme2011-09-01126
2010: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2010 401k membership
Total participants, beginning-of-year2010-09-270
Number of retired or separated participants receiving benefits2010-09-271,161
Total of all active and inactive participants2010-09-271,161

Financial Data on PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND

Measure Date Value
2022 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$515,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$1,215,276
Total income from all sources (including contributions)2022-08-31$9,009,786
Total of all expenses incurred2022-08-31$7,849,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$7,590,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$9,810,851
Value of total assets at end of year2022-08-31$13,627,990
Value of total assets at beginning of year2022-08-31$13,167,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$259,318
Total interest from all sources2022-08-31$451
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$244,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$244,752
Administrative expenses professional fees incurred2022-08-31$49,709
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$2,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$3,137,845
Assets. Other investments not covered elsewhere at end of year2022-08-31$5,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$8,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$348,306
Administrative expenses (other) incurred2022-08-31$132,496
Liabilities. Value of operating payables at end of year2022-08-31$262,448
Liabilities. Value of operating payables at beginning of year2022-08-31$436,382
Total non interest bearing cash at end of year2022-08-31$2,769,915
Total non interest bearing cash at beginning of year2022-08-31$2,637,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$1,159,875
Value of net assets at end of year (total assets less liabilities)2022-08-31$13,112,505
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$11,952,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$3,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$10,174,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$9,476,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$92,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$91,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$91,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$451
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$4,835,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-1,046,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$6,673,006
Employer contributions (assets) at end of year2022-08-31$577,789
Employer contributions (assets) at beginning of year2022-08-31$614,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$2,755,411
Contract administrator fees2022-08-31$73,138
Liabilities. Value of benefit claims payable at end of year2022-08-31$253,037
Liabilities. Value of benefit claims payable at beginning of year2022-08-31$778,894
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31BULTYNCK & CO., P.L.L.C.
Accountancy firm EIN2022-08-31203920878
2021 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$1,215,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$545,473
Total income from all sources (including contributions)2021-08-31$12,562,174
Total of all expenses incurred2021-08-31$8,671,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$8,047,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$12,154,074
Value of total assets at end of year2021-08-31$13,167,906
Value of total assets at beginning of year2021-08-31$8,607,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$624,239
Total interest from all sources2021-08-31$11
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$125,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$125,936
Administrative expenses professional fees incurred2021-08-31$40,209
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$2,700,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$3,196,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$348,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$419,898
Other income not declared elsewhere2021-08-31$136,140
Administrative expenses (other) incurred2021-08-31$130,320
Liabilities. Value of operating payables at end of year2021-08-31$436,382
Liabilities. Value of operating payables at beginning of year2021-08-31$81,121
Total non interest bearing cash at end of year2021-08-31$2,637,226
Total non interest bearing cash at beginning of year2021-08-31$3,147,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$3,890,570
Value of net assets at end of year (total assets less liabilities)2021-08-31$11,952,630
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$8,062,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$3,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$9,476,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$4,204,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$91,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$91,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$91,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$11
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$3,976,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$146,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$8,957,558
Employer contributions (assets) at end of year2021-08-31$614,416
Employer contributions (assets) at beginning of year2021-08-31$744,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$4,070,988
Contract administrator fees2021-08-31$450,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31No
Liabilities. Value of benefit claims payable at end of year2021-08-31$778,894
Liabilities. Value of benefit claims payable at beginning of year2021-08-31$464,352
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2021-08-31383629743
2020 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$545,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$1,060,254
Total income from all sources (including contributions)2020-08-31$10,965,502
Total of all expenses incurred2020-08-31$8,668,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$8,223,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$10,765,249
Value of total assets at end of year2020-08-31$8,607,533
Value of total assets at beginning of year2020-08-31$6,825,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$445,080
Total interest from all sources2020-08-31$612
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$121,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$121,591
Administrative expenses professional fees incurred2020-08-31$60,058
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$2,700,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$3,271,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$419,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$17,519
Other income not declared elsewhere2020-08-31$35
Administrative expenses (other) incurred2020-08-31$84,814
Liabilities. Value of operating payables at end of year2020-08-31$81,121
Liabilities. Value of operating payables at beginning of year2020-08-31$15,230
Total non interest bearing cash at end of year2020-08-31$3,147,015
Total non interest bearing cash at beginning of year2020-08-31$2,104,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$2,297,170
Value of net assets at end of year (total assets less liabilities)2020-08-31$8,062,060
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$5,764,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$3,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$4,204,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$4,054,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$91,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$41,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$41,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$612
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$4,369,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$78,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$7,494,239
Employer contributions (assets) at end of year2020-08-31$744,624
Employer contributions (assets) at beginning of year2020-08-31$607,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$3,854,248
Contract administrator fees2020-08-31$296,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31No
Liabilities. Value of benefit claims payable at end of year2020-08-31$464,352
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$1,045,024
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2020-08-31383629743
2019 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$29,509
Total unrealized appreciation/depreciation of assets2019-08-31$29,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$1,060,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$650,188
Total income from all sources (including contributions)2019-08-31$10,651,730
Total loss/gain on sale of assets2019-08-31$-28,626
Total of all expenses incurred2019-08-31$9,527,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$9,141,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$10,539,587
Value of total assets at end of year2019-08-31$6,825,144
Value of total assets at beginning of year2019-08-31$5,291,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$386,264
Total interest from all sources2019-08-31$22,409
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$74,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$74,805
Administrative expenses professional fees incurred2019-08-31$73,006
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$2,700,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$3,316,782
Assets. Other investments not covered elsewhere at beginning of year2019-08-31$92,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$17,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$396,609
Administrative expenses (other) incurred2019-08-31$75,460
Liabilities. Value of operating payables at end of year2019-08-31$15,230
Liabilities. Value of operating payables at beginning of year2019-08-31$22,386
Total non interest bearing cash at end of year2019-08-31$2,104,648
Total non interest bearing cash at beginning of year2019-08-31$2,072,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$1,123,755
Value of net assets at end of year (total assets less liabilities)2019-08-31$5,764,890
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$4,641,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$4,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$4,054,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$1,115,424
Interest earned on other investments2019-08-31$1,179
Income. Interest from US Government securities2019-08-31$1,819
Income. Interest from corporate debt instruments2019-08-31$7,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$41,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$23,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$23,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$11,570
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$3,660,838
Asset value of US Government securities at beginning of year2019-08-31$142,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$14,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$7,222,805
Employer contributions (assets) at end of year2019-08-31$607,265
Employer contributions (assets) at beginning of year2019-08-31$845,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$5,480,873
Asset. Corporate debt instrument debt (other) at beginning of year2019-08-31$603,024
Contract administrator fees2019-08-31$232,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31No
Liabilities. Value of benefit claims payable at end of year2019-08-31$1,045,024
Liabilities. Value of benefit claims payable at beginning of year2019-08-31$627,802
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$5,046,791
Aggregate carrying amount (costs) on sale of assets2019-08-31$5,075,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2019-08-31383629743
2018 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$-18,398
Total unrealized appreciation/depreciation of assets2018-08-31$-18,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$650,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$284,753
Total income from all sources (including contributions)2018-08-31$11,249,457
Total loss/gain on sale of assets2018-08-31$-2,403
Total of all expenses incurred2018-08-31$9,943,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$9,527,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$11,238,624
Value of total assets at end of year2018-08-31$5,291,323
Value of total assets at beginning of year2018-08-31$3,619,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$415,611
Total interest from all sources2018-08-31$22,491
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$32,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$32,696
Administrative expenses professional fees incurred2018-08-31$58,914
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$2,700,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$3,251,572
Assets. Other investments not covered elsewhere at end of year2018-08-31$92,292
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$70,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$396,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$4,241
Administrative expenses (other) incurred2018-08-31$101,547
Liabilities. Value of operating payables at end of year2018-08-31$22,386
Liabilities. Value of operating payables at beginning of year2018-08-31$18,100
Total non interest bearing cash at end of year2018-08-31$2,072,672
Total non interest bearing cash at beginning of year2018-08-31$1,866,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$1,306,125
Value of net assets at end of year (total assets less liabilities)2018-08-31$4,641,135
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$3,335,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$6,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$1,115,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$546,280
Interest earned on other investments2018-08-31$2,824
Income. Interest from US Government securities2018-08-31$3,393
Income. Interest from corporate debt instruments2018-08-31$16,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$23,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$4,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$4,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$272
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$4,506,634
Asset value of US Government securities at end of year2018-08-31$142,772
Asset value of US Government securities at beginning of year2018-08-31$48,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$-23,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$7,987,052
Employer contributions (assets) at end of year2018-08-31$845,362
Employer contributions (assets) at beginning of year2018-08-31$779,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$5,021,087
Asset. Corporate debt instrument debt (other) at end of year2018-08-31$603,024
Asset. Corporate debt instrument debt (other) at beginning of year2018-08-31$300,199
Contract administrator fees2018-08-31$249,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-31No
Liabilities. Value of benefit claims payable at end of year2018-08-31$627,802
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$266,653
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$558,531
Aggregate carrying amount (costs) on sale of assets2018-08-31$560,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2018-08-31383629743
2017 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$-3,345
Total unrealized appreciation/depreciation of assets2017-08-31$-3,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$284,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$578,575
Total income from all sources (including contributions)2017-08-31$11,297,973
Total loss/gain on sale of assets2017-08-31$-6,266
Total of all expenses incurred2017-08-31$10,983,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$10,619,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$11,268,788
Value of total assets at end of year2017-08-31$3,619,763
Value of total assets at beginning of year2017-08-31$3,598,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$363,612
Total interest from all sources2017-08-31$13,815
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$21,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$21,501
Administrative expenses professional fees incurred2017-08-31$83,671
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$2,700,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$3,229,142
Assets. Other investments not covered elsewhere at end of year2017-08-31$70,050
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$81,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$4,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$5,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$320,394
Other income not declared elsewhere2017-08-31$10,931
Administrative expenses (other) incurred2017-08-31$84,515
Liabilities. Value of operating payables at end of year2017-08-31$18,100
Liabilities. Value of operating payables at beginning of year2017-08-31$24,991
Total non interest bearing cash at end of year2017-08-31$1,866,983
Total non interest bearing cash at beginning of year2017-08-31$1,992,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$314,804
Value of net assets at end of year (total assets less liabilities)2017-08-31$3,335,010
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$3,020,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$6,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$546,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$532,230
Interest earned on other investments2017-08-31$3,018
Income. Interest from US Government securities2017-08-31$1,784
Income. Interest from corporate debt instruments2017-08-31$8,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$4,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$11,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$11,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$45
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$5,047,512
Asset value of US Government securities at end of year2017-08-31$48,268
Asset value of US Government securities at beginning of year2017-08-31$52,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$-7,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$8,039,646
Employer contributions (assets) at end of year2017-08-31$779,246
Employer contributions (assets) at beginning of year2017-08-31$648,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$5,572,045
Asset. Corporate debt instrument debt (other) at end of year2017-08-31$300,199
Asset. Corporate debt instrument debt (other) at beginning of year2017-08-31$273,688
Contract administrator fees2017-08-31$189,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-08-31No
Liabilities. Value of benefit claims payable at end of year2017-08-31$266,653
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$233,190
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$152,792
Aggregate carrying amount (costs) on sale of assets2017-08-31$159,058
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2017-08-31383629743
2016 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$8,075
Total unrealized appreciation/depreciation of assets2016-08-31$8,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$578,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$929,132
Total income from all sources (including contributions)2016-08-31$10,687,342
Total loss/gain on sale of assets2016-08-31$-4,681
Total of all expenses incurred2016-08-31$10,225,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$9,857,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$10,645,806
Value of total assets at end of year2016-08-31$3,598,781
Value of total assets at beginning of year2016-08-31$3,487,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$368,004
Total interest from all sources2016-08-31$12,524
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$20,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$20,836
Administrative expenses professional fees incurred2016-08-31$52,136
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$2,700,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$3,367,354
Assets. Other investments not covered elsewhere at end of year2016-08-31$81,642
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$86,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$5,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$31,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$320,394
Administrative expenses (other) incurred2016-08-31$94,850
Liabilities. Value of operating payables at end of year2016-08-31$24,991
Liabilities. Value of operating payables at beginning of year2016-08-31$17,924
Total non interest bearing cash at end of year2016-08-31$1,992,549
Total non interest bearing cash at beginning of year2016-08-31$1,943,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$462,238
Value of net assets at end of year (total assets less liabilities)2016-08-31$3,020,206
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$2,557,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$5,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$532,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$543,940
Interest earned on other investments2016-08-31$3,218
Income. Interest from US Government securities2016-08-31$2,309
Income. Interest from corporate debt instruments2016-08-31$6,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$11,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$4,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$4,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$11
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$5,060,168
Asset value of US Government securities at end of year2016-08-31$52,609
Asset value of US Government securities at beginning of year2016-08-31$60,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$4,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$7,278,452
Employer contributions (assets) at end of year2016-08-31$648,799
Employer contributions (assets) at beginning of year2016-08-31$601,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$4,796,932
Asset. Corporate debt instrument debt (other) at end of year2016-08-31$273,688
Asset. Corporate debt instrument debt (other) at beginning of year2016-08-31$214,104
Contract administrator fees2016-08-31$215,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-08-31No
Liabilities. Value of benefit claims payable at end of year2016-08-31$233,190
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$911,208
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$203,597
Aggregate carrying amount (costs) on sale of assets2016-08-31$208,278
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2016-08-31383629743
2015 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-6,329
Total unrealized appreciation/depreciation of assets2015-08-31$-6,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$929,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$324,314
Total income from all sources (including contributions)2015-08-31$9,983,421
Total loss/gain on sale of assets2015-08-31$-906
Total of all expenses incurred2015-08-31$9,909,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$9,522,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$9,973,542
Value of total assets at end of year2015-08-31$3,487,100
Value of total assets at beginning of year2015-08-31$2,808,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$387,049
Total interest from all sources2015-08-31$12,392
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$20,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$20,368
Administrative expenses professional fees incurred2015-08-31$61,698
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$2,700,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$2,867,434
Assets. Other investments not covered elsewhere at end of year2015-08-31$86,662
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$108,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$31,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$541,838
Administrative expenses (other) incurred2015-08-31$89,743
Liabilities. Value of operating payables at end of year2015-08-31$17,924
Liabilities. Value of operating payables at beginning of year2015-08-31$19,382
Total non interest bearing cash at end of year2015-08-31$1,943,973
Total non interest bearing cash at beginning of year2015-08-31$96,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$74,064
Value of net assets at end of year (total assets less liabilities)2015-08-31$2,557,968
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,483,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$5,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$543,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$539,218
Interest earned on other investments2015-08-31$2,970
Income. Interest from US Government securities2015-08-31$2,082
Income. Interest from corporate debt instruments2015-08-31$7,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$4,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$6,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$6,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$5,056,607
Asset value of US Government securities at end of year2015-08-31$60,756
Asset value of US Government securities at beginning of year2015-08-31$45,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-15,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$7,106,108
Employer contributions (assets) at end of year2015-08-31$601,728
Employer contributions (assets) at beginning of year2015-08-31$1,269,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$4,465,701
Asset. Corporate debt instrument debt (other) at end of year2015-08-31$214,104
Asset. Corporate debt instrument debt (other) at beginning of year2015-08-31$201,557
Contract administrator fees2015-08-31$229,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-08-31No
Liabilities. Value of benefit claims payable at end of year2015-08-31$911,208
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$304,932
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$126,139
Aggregate carrying amount (costs) on sale of assets2015-08-31$127,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2015-08-31383629743
2014 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$89,673
Total unrealized appreciation/depreciation of assets2014-08-31$89,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$324,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$954,099
Total income from all sources (including contributions)2014-08-31$8,282,976
Total loss/gain on sale of assets2014-08-31$-69,767
Total of all expenses incurred2014-08-31$9,753,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$9,304,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$8,193,102
Value of total assets at end of year2014-08-31$2,808,218
Value of total assets at beginning of year2014-08-31$4,908,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$449,010
Total interest from all sources2014-08-31$62,550
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$6,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$6,073
Administrative expenses professional fees incurred2014-08-31$63,430
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$2,700,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$2,052,973
Assets. Other investments not covered elsewhere at end of year2014-08-31$108,435
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$959,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$541,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$419,347
Administrative expenses (other) incurred2014-08-31$117,298
Liabilities. Value of operating payables at end of year2014-08-31$19,382
Liabilities. Value of operating payables at beginning of year2014-08-31$30,045
Total non interest bearing cash at end of year2014-08-31$96,265
Total non interest bearing cash at beginning of year2014-08-31$969,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$-1,470,769
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,483,904
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$3,954,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$11,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$539,218
Interest earned on other investments2014-08-31$14,038
Income. Interest from US Government securities2014-08-31$4,308
Income. Interest from corporate debt instruments2014-08-31$44,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$6,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$93,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$93,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$4,980,861
Asset value of US Government securities at end of year2014-08-31$45,578
Asset value of US Government securities at beginning of year2014-08-31$471,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$1,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$6,140,129
Employer contributions (assets) at end of year2014-08-31$1,269,279
Employer contributions (assets) at beginning of year2014-08-31$527,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$4,323,874
Asset. Corporate debt instrument debt (other) at end of year2014-08-31$201,557
Asset. Corporate debt instrument debt (other) at beginning of year2014-08-31$1,467,162
Contract administrator fees2014-08-31$256,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Liabilities. Value of benefit claims payable at end of year2014-08-31$304,932
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$924,054
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$6,321,618
Aggregate carrying amount (costs) on sale of assets2014-08-31$6,391,385
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2014-08-31383629743
2013 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-117,125
Total unrealized appreciation/depreciation of assets2013-08-31$-117,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$954,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$232,765
Total income from all sources (including contributions)2013-08-31$8,406,417
Total loss/gain on sale of assets2013-08-31$-10,449
Total of all expenses incurred2013-08-31$9,442,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$9,129,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$8,437,589
Value of total assets at end of year2013-08-31$4,908,772
Value of total assets at beginning of year2013-08-31$5,223,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$312,428
Total interest from all sources2013-08-31$96,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$51,973
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$2,700,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$2,000,404
Assets. Other investments not covered elsewhere at end of year2013-08-31$959,842
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$822,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$419,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$543,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$13,135
Administrative expenses (other) incurred2013-08-31$101,579
Liabilities. Value of operating payables at end of year2013-08-31$30,045
Liabilities. Value of operating payables at beginning of year2013-08-31$23,270
Total non interest bearing cash at end of year2013-08-31$969,710
Total non interest bearing cash at beginning of year2013-08-31$1,928,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-1,035,779
Value of net assets at end of year (total assets less liabilities)2013-08-31$3,954,673
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$4,990,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$11,136
Interest earned on other investments2013-08-31$21,636
Income. Interest from US Government securities2013-08-31$6,638
Income. Interest from corporate debt instruments2013-08-31$68,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$93,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$73,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$73,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$4,754,248
Asset value of US Government securities at end of year2013-08-31$471,658
Asset value of US Government securities at beginning of year2013-08-31$203,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$6,437,185
Employer contributions (assets) at end of year2013-08-31$527,934
Employer contributions (assets) at beginning of year2013-08-31$704,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$4,375,520
Asset. Corporate debt instrument debt (other) at end of year2013-08-31$1,467,162
Asset. Corporate debt instrument debt (other) at beginning of year2013-08-31$947,534
Contract administrator fees2013-08-31$147,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Liabilities. Value of benefit claims payable at end of year2013-08-31$924,054
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$196,360
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$1,227,502
Aggregate carrying amount (costs) on sale of assets2013-08-31$1,237,951
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2013-08-31383629743
2012 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$17,942
Total unrealized appreciation/depreciation of assets2012-08-31$17,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$232,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$11,486
Total income from all sources (including contributions)2012-08-31$10,439,805
Total loss/gain on sale of assets2012-08-31$-2,858
Total of all expenses incurred2012-08-31$9,304,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$8,980,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$10,376,831
Value of total assets at end of year2012-08-31$5,223,217
Value of total assets at beginning of year2012-08-31$3,866,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$323,688
Total interest from all sources2012-08-31$47,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$33,312
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$2,700,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$2,001,226
Assets. Other investments not covered elsewhere at end of year2012-08-31$822,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$543,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$350,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$13,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$9,156
Administrative expenses (other) incurred2012-08-31$60,931
Liabilities. Value of operating payables at end of year2012-08-31$23,270
Liabilities. Value of operating payables at beginning of year2012-08-31$2,330
Total non interest bearing cash at end of year2012-08-31$1,928,213
Total non interest bearing cash at beginning of year2012-08-31$2,795,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,135,586
Value of net assets at end of year (total assets less liabilities)2012-08-31$4,990,452
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$3,854,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$7,079
Income. Interest from US Government securities2012-08-31$8,065
Income. Interest from corporate debt instruments2012-08-31$39,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$73,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$4,909,679
Asset value of US Government securities at end of year2012-08-31$203,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$8,375,605
Employer contributions (assets) at end of year2012-08-31$704,705
Employer contributions (assets) at beginning of year2012-08-31$719,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$4,070,852
Asset. Corporate debt instrument debt (other) at end of year2012-08-31$947,534
Contract administrator fees2012-08-31$222,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-08-31No
Liabilities. Value of benefit claims payable at end of year2012-08-31$196,360
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$1,431,946
Aggregate carrying amount (costs) on sale of assets2012-08-31$1,434,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2012-08-31383629743
2011 : PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$11,486
Total income from all sources (including contributions)2011-08-31$6,577,834
Total of all expenses incurred2011-08-31$2,722,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$2,706,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$6,577,834
Value of total assets at end of year2011-08-31$3,866,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$16,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$5,483
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$2,500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$350,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$9,156
Administrative expenses (other) incurred2011-08-31$10,955
Liabilities. Value of operating payables at end of year2011-08-31$2,330
Total non interest bearing cash at end of year2011-08-31$2,795,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$3,854,866
Value of net assets at end of year (total assets less liabilities)2011-08-31$3,854,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$2,706,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$6,577,834
Employer contributions (assets) at end of year2011-08-31$719,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Did the plan have assets held for investment2011-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2011-08-31383629743

Form 5500 Responses for PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND

2021: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: PIPEFITTERS LOCAL NO. 636 RETIREE INSURANCE FUND 2010 form 5500 responses
2010-09-27Type of plan entityMulti-employer plan
2010-09-27First time form 5500 has been submittedYes
2010-09-27This return/report is a short plan year return/report (less than 12 months)Yes
2010-09-27Plan is a collectively bargained planYes
2010-09-27Plan funding arrangement – TrustYes
2010-09-27Plan benefit arrangement – InsuranceYes
2010-09-27Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304530,312175
Policy instance 1
Insurance contract or identification number304530,312175
Number of Individuals Covered1343
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $81,500
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,912,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,100
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30037022
Policy instance 6
Insurance contract or identification number30037022
Number of Individuals Covered1330
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GOLDEN DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 11113 )
Policy contract number103313
Policy instance 5
Insurance contract or identification number103313
Number of Individuals Covered251
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAP PREFERRED, INC. (National Association of Insurance Commissioners NAIC id number: )
Policy contract number10001062
Policy instance 4
Insurance contract or identification number10001062
Number of Individuals Covered3928
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Other welfare benefits providedHPI CONTRACT
Welfare Benefit Premiums Paid to CarrierUSD $47,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10026
Policy instance 3
Insurance contract or identification numberSL10026
Number of Individuals Covered1428
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $48,455
Welfare Benefit Premiums Paid to CarrierUSD $129,212
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,455
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183912
Policy instance 2
Insurance contract or identification number0183912
Number of Individuals Covered1430
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $56,385
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $112,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,385
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXA9
Policy instance 7
Insurance contract or identification numberXA9
Number of Individuals Covered449
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number10001062
Policy instance 4
Insurance contract or identification number10001062
Number of Individuals Covered1000
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHPI CONTRACT
Welfare Benefit Premiums Paid to CarrierUSD $73,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291938
Policy instance 2
Insurance contract or identification number291938
Number of Individuals Covered0
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10026
Policy instance 1
Insurance contract or identification numberSL10026
Number of Individuals Covered229
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $7,509
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $100,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,509
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183912
Policy instance 3
Insurance contract or identification number0183912
Number of Individuals Covered894
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $29,836
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $298,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,836
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312175
Policy instance 5
Insurance contract or identification number312175
Number of Individuals Covered6
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $600
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304530
Policy instance 6
Insurance contract or identification number304530
Number of Individuals Covered1351
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $145,300
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,595,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,650
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXA9 008
Policy instance 7
Insurance contract or identification numberXA9 008
Number of Individuals Covered139
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GOLDEN DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 11113 )
Policy contract number
Policy instance 8
Number of Individuals Covered130
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number5030
Policy instance 9
Insurance contract or identification number5030
Number of Individuals Covered1978
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30040385
Policy instance 10
Insurance contract or identification number30040385
Number of Individuals Covered170
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number299034
Policy instance 4
Insurance contract or identification number299034
Number of Individuals Covered0
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number299033
Policy instance 3
Insurance contract or identification number299033
Number of Individuals Covered0
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291938
Policy instance 2
Insurance contract or identification number291938
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $900
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $450
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10026
Policy instance 1
Insurance contract or identification numberSL10026
Number of Individuals Covered912
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $4,684
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $47,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,684
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0187938
Policy instance 5
Insurance contract or identification number0187938
Number of Individuals Covered91
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $22,230
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $296,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,230
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number10001062
Policy instance 6
Insurance contract or identification number10001062
Number of Individuals Covered1097
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHPI CONTRACT
Welfare Benefit Premiums Paid to CarrierUSD $105,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number299042
Policy instance 7
Insurance contract or identification number299042
Number of Individuals Covered0
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number300229
Policy instance 8
Insurance contract or identification number300229
Number of Individuals Covered0
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312175
Policy instance 9
Insurance contract or identification number312175
Number of Individuals Covered7
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304530
Policy instance 10
Insurance contract or identification number304530
Number of Individuals Covered1360
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $145,550
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,970,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,775
Insurance broker organization code?3
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXA9 008
Policy instance 11
Insurance contract or identification numberXA9 008
Number of Individuals Covered172
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255532
Policy instance 5
Insurance contract or identification number255532
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,050
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,050
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304532
Policy instance 13
Insurance contract or identification number304532
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $450
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $309,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $225
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312175
Policy instance 12
Insurance contract or identification number312175
Number of Individuals Covered11
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,650
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $825
Insurance broker organization code?5
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number5030
Policy instance 2
Insurance contract or identification number5030
Number of Individuals Covered2147
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10026
Policy instance 1
Insurance contract or identification numberSL10026
Number of Individuals Covered1199
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $3,796
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $50,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,796
Insurance broker organization code?3
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number255521
Policy instance 3
Insurance contract or identification number255521
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $75
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255526
Policy instance 4
Insurance contract or identification number255526
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $75
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Insurance broker organization code?3
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291938
Policy instance 6
Insurance contract or identification number291938
Number of Individuals Covered9
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,350
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $675
Insurance broker organization code?5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30037025
Policy instance 7
Insurance contract or identification number30037025
Number of Individuals Covered1065
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0187938
Policy instance 8
Insurance contract or identification number0187938
Number of Individuals Covered913
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $28,620
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $281,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,620
Insurance broker organization code?3
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number10001062
Policy instance 9
Insurance contract or identification number10001062
Number of Individuals Covered618
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHPI CONTRACT
Welfare Benefit Premiums Paid to CarrierUSD $42,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304530
Policy instance 11
Insurance contract or identification number304530
Number of Individuals Covered1344
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $208,950
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,745,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104,550
Insurance broker organization code?5
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number300229
Policy instance 10
Insurance contract or identification number300229
Number of Individuals Covered2
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255527
Policy instance 7
Insurance contract or identification number255527
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $600
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255528
Policy instance 8
Insurance contract or identification number255528
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $38,025
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-72,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255525
Policy instance 5
Insurance contract or identification number255525
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $150
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255526
Policy instance 6
Insurance contract or identification number255526
Number of Individuals Covered270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,950
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $798,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255523
Policy instance 4
Insurance contract or identification number255523
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $300
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number255521
Policy instance 3
Insurance contract or identification number255521
Number of Individuals Covered93
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,350
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $247,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10026
Policy instance 1
Insurance contract or identification numberSL10026
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,316
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $44,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255530
Policy instance 9
Insurance contract or identification number255530
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $450
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255531
Policy instance 10
Insurance contract or identification number255531
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $150
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255532
Policy instance 11
Insurance contract or identification number255532
Number of Individuals Covered947
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $147,075
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,459,025
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number255536
Policy instance 12
Insurance contract or identification number255536
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,700
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number256009
Policy instance 13
Insurance contract or identification number256009
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,350
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291938
Policy instance 14
Insurance contract or identification number291938
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,500
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000ARLZ
Policy instance 15
Insurance contract or identification numberG000ARLZ
Number of Individuals Covered92
Insurance policy start date2017-01-01
Insurance policy end date2017-04-01
Total amount of commissions paid to insurance brokerUSD $1,707
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $17,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30040385
Policy instance 16
Insurance contract or identification number30040385
Number of Individuals Covered134
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0187938
Policy instance 17
Insurance contract or identification number0187938
Number of Individuals Covered884
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $25,191
Total amount of fees paid to insurance companyUSD $2,423
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $274,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number10001062
Policy instance 18
Insurance contract or identification number10001062
Number of Individuals Covered903
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHPI CONTRACT
Welfare Benefit Premiums Paid to CarrierUSD $79,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number5030
Policy instance 2
Insurance contract or identification number5030
Number of Individuals Covered2021
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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