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PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 401k Plan overview

Plan NamePLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR
Plan identification number 501

PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

MONROE PLUMBERS LOCAL 671 HEALTH & WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:MONROE PLUMBERS LOCAL 671 HEALTH & WELFARE PLAN
Employer identification number (EIN):381753045
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01MIKE BINDER MICHAEL JEWELL2018-12-12
5012016-05-01MIKE BINDER PAUL PADOT2018-01-18
5012015-05-01MIKE BINDER PAUL PADOT2017-01-04
5012014-05-01MIKE BINDER PAUL PADOT2016-01-05
5012014-05-01MIKE BINDER PAUL PADOT2016-01-05
5012013-05-01MIKE BINDER PAUL PADOT2015-02-06
5012012-05-01MICHAEL BINDER, TRUSTEE PAUL PADOT, TRUSTEE2014-02-07
5012011-05-01MICHAEL BINDER, TRUSTEE RONALD F. SWEAT, TRUSTEE2013-02-13
5012009-05-01MICHAEL BINDER, TRUSTEE RONALD F. SWEAT, TRUSTEE2011-02-15

Plan Statistics for PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR

401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR

Measure Date Value
2022: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2022 401k membership
Total participants, beginning-of-year2022-05-01309
Total number of active participants reported on line 7a of the Form 55002022-05-01178
Number of retired or separated participants receiving benefits2022-05-01135
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01313
Number of employers contributing to the scheme2022-05-0127
2021: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2021 401k membership
Total participants, beginning-of-year2021-05-01303
Total number of active participants reported on line 7a of the Form 55002021-05-01182
Number of retired or separated participants receiving benefits2021-05-01125
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01307
Number of employers contributing to the scheme2021-05-0130
2020: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2020 401k membership
Total participants, beginning-of-year2020-05-01303
Total number of active participants reported on line 7a of the Form 55002020-05-01178
Number of retired or separated participants receiving benefits2020-05-01125
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01303
Number of employers contributing to the scheme2020-05-0129
2019: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2019 401k membership
Total participants, beginning-of-year2019-05-01291
Total number of active participants reported on line 7a of the Form 55002019-05-01169
Number of retired or separated participants receiving benefits2019-05-01121
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01290
Number of employers contributing to the scheme2019-05-0130
2018: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2018 401k membership
Total participants, beginning-of-year2018-05-01289
Total number of active participants reported on line 7a of the Form 55002018-05-01173
Number of retired or separated participants receiving benefits2018-05-01118
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01291
Number of employers contributing to the scheme2018-05-0130
2017: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2017 401k membership
Total participants, beginning-of-year2017-05-01293
Total number of active participants reported on line 7a of the Form 55002017-05-01181
Number of retired or separated participants receiving benefits2017-05-01120
Total of all active and inactive participants2017-05-01301
Number of employers contributing to the scheme2017-05-0131
2016: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2016 401k membership
Total participants, beginning-of-year2016-05-01281
Total number of active participants reported on line 7a of the Form 55002016-05-01181
Number of retired or separated participants receiving benefits2016-05-01112
Total of all active and inactive participants2016-05-01293
Number of employers contributing to the scheme2016-05-0130
2015: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2015 401k membership
Total participants, beginning-of-year2015-05-01286
Total number of active participants reported on line 7a of the Form 55002015-05-01179
Number of retired or separated participants receiving benefits2015-05-01102
Total of all active and inactive participants2015-05-01281
Number of employers contributing to the scheme2015-05-0130
2014: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2014 401k membership
Total participants, beginning-of-year2014-05-01278
Total number of active participants reported on line 7a of the Form 55002014-05-01176
Number of retired or separated participants receiving benefits2014-05-01110
Total of all active and inactive participants2014-05-01286
Number of employers contributing to the scheme2014-05-0131
2013: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2013 401k membership
Total participants, beginning-of-year2013-05-01275
Total number of active participants reported on line 7a of the Form 55002013-05-01168
Number of retired or separated participants receiving benefits2013-05-01110
Total of all active and inactive participants2013-05-01278
Number of employers contributing to the scheme2013-05-0129
2012: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2012 401k membership
Total participants, beginning-of-year2012-05-01276
Total number of active participants reported on line 7a of the Form 55002012-05-01169
Number of retired or separated participants receiving benefits2012-05-01106
Total of all active and inactive participants2012-05-01275
Number of employers contributing to the scheme2012-05-0131
2011: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2011 401k membership
Total participants, beginning-of-year2011-05-01277
Total number of active participants reported on line 7a of the Form 55002011-05-01168
Number of retired or separated participants receiving benefits2011-05-01108
Total of all active and inactive participants2011-05-01276
Number of employers contributing to the scheme2011-05-0131
2009: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2009 401k membership
Total participants, beginning-of-year2009-05-01286
Total number of active participants reported on line 7a of the Form 55002009-05-01188
Number of retired or separated participants receiving benefits2009-05-0192
Total of all active and inactive participants2009-05-01280
Number of employers contributing to the scheme2009-05-0134

Financial Data on PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR

Measure Date Value
2023 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$2,599,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$3,760,541
Total income from all sources (including contributions)2023-04-30$5,447,811
Total of all expenses incurred2023-04-30$5,385,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$4,978,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$4,507,178
Value of total assets at end of year2023-04-30$4,687,798
Value of total assets at beginning of year2023-04-30$5,785,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$406,836
Total interest from all sources2023-04-30$3,817
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$122,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$109,396
Administrative expenses professional fees incurred2023-04-30$278,751
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$400,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$510,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$824,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$355,179
Other income not declared elsewhere2023-04-30$953,958
Administrative expenses (other) incurred2023-04-30$56,018
Liabilities. Value of operating payables at end of year2023-04-30$2,011,849
Liabilities. Value of operating payables at beginning of year2023-04-30$2,975,541
Total non interest bearing cash at end of year2023-04-30$795,563
Total non interest bearing cash at beginning of year2023-04-30$831,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$62,682
Value of net assets at end of year (total assets less liabilities)2023-04-30$2,087,949
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$2,025,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$11,206
Income. Interest from US Government securities2023-04-30$25
Income. Interest from corporate debt instruments2023-04-30$3,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$23,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$125,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$125,243
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$761,550
Asset value of US Government securities at end of year2023-04-30$303
Asset value of US Government securities at beginning of year2023-04-30$1,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-140,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$3,997,145
Employer contributions (assets) at end of year2023-04-30$189,359
Employer contributions (assets) at beginning of year2023-04-30$684,238
Income. Dividends from common stock2023-04-30$13,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$4,216,743
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$2,854,882
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$3,787,681
Contract administrator fees2023-04-30$60,861
Liabilities. Value of benefit claims payable at end of year2023-04-30$588,000
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$785,000
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30TITUS & URBANSKI, INC
Accountancy firm EIN2023-04-30341695540
2022 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$3,760,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$2,148,510
Total income from all sources (including contributions)2022-04-30$4,827,486
Total of all expenses incurred2022-04-30$6,049,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$5,634,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$4,710,692
Value of total assets at end of year2022-04-30$5,785,808
Value of total assets at beginning of year2022-04-30$5,395,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$415,086
Total interest from all sources2022-04-30$4,878
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$128,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$115,625
Administrative expenses professional fees incurred2022-04-30$294,441
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$400,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$510,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$355,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$84,962
Other income not declared elsewhere2022-04-30$331,188
Administrative expenses (other) incurred2022-04-30$49,076
Liabilities. Value of operating payables at end of year2022-04-30$2,975,541
Liabilities. Value of operating payables at beginning of year2022-04-30$1,579,510
Total non interest bearing cash at end of year2022-04-30$831,546
Total non interest bearing cash at beginning of year2022-04-30$596,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-1,221,677
Value of net assets at end of year (total assets less liabilities)2022-04-30$2,025,267
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$3,246,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$12,659
Income. Interest from US Government securities2022-04-30$96
Income. Interest from corporate debt instruments2022-04-30$4,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$125,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$79,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$79,546
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$825,101
Asset value of US Government securities at end of year2022-04-30$1,921
Asset value of US Government securities at beginning of year2022-04-30$5,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-347,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$4,199,974
Employer contributions (assets) at end of year2022-04-30$684,238
Employer contributions (assets) at beginning of year2022-04-30$172,890
Income. Dividends from common stock2022-04-30$12,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$4,808,976
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$3,787,681
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$4,456,159
Contract administrator fees2022-04-30$58,910
Liabilities. Value of benefit claims payable at end of year2022-04-30$785,000
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$569,000
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30TITUS & URBANSKI, INC
Accountancy firm EIN2022-04-30341695540
2021 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$2,148,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$2,549,259
Total income from all sources (including contributions)2021-04-30$4,597,870
Total of all expenses incurred2021-04-30$4,893,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$4,530,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$3,796,840
Value of total assets at end of year2021-04-30$5,395,454
Value of total assets at beginning of year2021-04-30$6,091,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$362,564
Total interest from all sources2021-04-30$7,173
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$144,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$130,080
Administrative expenses professional fees incurred2021-04-30$247,989
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$400,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$486,379
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$569,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$84,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$77,236
Other income not declared elsewhere2021-04-30$71,585
Administrative expenses (other) incurred2021-04-30$44,146
Liabilities. Value of operating payables at end of year2021-04-30$1,579,510
Liabilities. Value of operating payables at beginning of year2021-04-30$2,549,259
Total non interest bearing cash at end of year2021-04-30$596,035
Total non interest bearing cash at beginning of year2021-04-30$1,083,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$-295,343
Value of net assets at end of year (total assets less liabilities)2021-04-30$3,246,944
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$3,542,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$11,909
Income. Interest from US Government securities2021-04-30$210
Income. Interest from corporate debt instruments2021-04-30$6,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$79,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$24,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$24,539
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$433,904
Asset value of US Government securities at end of year2021-04-30$5,862
Asset value of US Government securities at beginning of year2021-04-30$11,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$577,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$3,310,461
Employer contributions (assets) at end of year2021-04-30$172,890
Employer contributions (assets) at beginning of year2021-04-30$1,053,150
Income. Dividends from common stock2021-04-30$14,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$3,527,745
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$4,456,159
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$3,841,527
Contract administrator fees2021-04-30$58,520
Liabilities. Value of benefit claims payable at end of year2021-04-30$569,000
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30TITUS & URBANSKI, INC
Accountancy firm EIN2021-04-30341695540
2020 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$2,549,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$1,210,878
Total income from all sources (including contributions)2020-04-30$4,273,350
Total of all expenses incurred2020-04-30$5,294,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$4,961,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$4,158,561
Value of total assets at end of year2020-04-30$6,091,546
Value of total assets at beginning of year2020-04-30$5,773,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$332,354
Total interest from all sources2020-04-30$9,221
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$131,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$115,213
Administrative expenses professional fees incurred2020-04-30$207,878
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$400,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$480,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$77,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$532,967
Other income not declared elsewhere2020-04-30$87,384
Administrative expenses (other) incurred2020-04-30$51,909
Liabilities. Value of operating payables at end of year2020-04-30$2,549,259
Liabilities. Value of operating payables at beginning of year2020-04-30$1,210,878
Total non interest bearing cash at end of year2020-04-30$1,083,677
Total non interest bearing cash at beginning of year2020-04-30$49,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-1,020,813
Value of net assets at end of year (total assets less liabilities)2020-04-30$3,542,287
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$4,563,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$14,047
Interest earned on other investments2020-04-30$170
Income. Interest from US Government securities2020-04-30$364
Income. Interest from corporate debt instruments2020-04-30$8,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$24,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$543,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$543,945
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$298,715
Asset value of US Government securities at end of year2020-04-30$11,417
Asset value of US Government securities at beginning of year2020-04-30$17,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-112,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$3,678,535
Employer contributions (assets) at end of year2020-04-30$1,053,150
Employer contributions (assets) at beginning of year2020-04-30$177,705
Income. Dividends from common stock2020-04-30$15,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$4,663,094
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$3,841,527
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$4,451,935
Contract administrator fees2020-04-30$58,520
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30HANTZ TITUS URBANSKI, LLC
Accountancy firm EIN2020-04-30261728858
2019 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$1,210,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$1,043,589
Total income from all sources (including contributions)2019-04-30$4,324,773
Total of all expenses incurred2019-04-30$3,892,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$3,494,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$3,701,546
Value of total assets at end of year2019-04-30$5,773,978
Value of total assets at beginning of year2019-04-30$5,174,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$398,375
Total interest from all sources2019-04-30$18,401
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$104,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$90,360
Administrative expenses professional fees incurred2019-04-30$263,181
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$400,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$466,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$532,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$27,358
Other income not declared elsewhere2019-04-30$409,517
Administrative expenses (other) incurred2019-04-30$65,077
Liabilities. Value of operating payables at end of year2019-04-30$1,210,878
Liabilities. Value of operating payables at beginning of year2019-04-30$1,043,589
Total non interest bearing cash at end of year2019-04-30$49,753
Total non interest bearing cash at beginning of year2019-04-30$182,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$432,354
Value of net assets at end of year (total assets less liabilities)2019-04-30$4,563,100
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$4,130,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$13,907
Interest earned on other investments2019-04-30$560
Income. Interest from US Government securities2019-04-30$7,453
Income. Interest from corporate debt instruments2019-04-30$10,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$543,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$399,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$399,453
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$273,592
Asset value of US Government securities at end of year2019-04-30$17,673
Asset value of US Government securities at beginning of year2019-04-30$1,019,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$91,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$3,235,344
Employer contributions (assets) at end of year2019-04-30$177,705
Employer contributions (assets) at beginning of year2019-04-30$253,612
Income. Dividends from common stock2019-04-30$13,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$3,220,452
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$4,451,935
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$3,291,447
Contract administrator fees2019-04-30$56,210
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30HANTZ TITUS URBANSKI, LLC
Accountancy firm EIN2019-04-30261728858
2018 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-88,511
Total unrealized appreciation/depreciation of assets2018-04-30$-88,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$1,043,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$1,678,477
Total income from all sources (including contributions)2018-04-30$3,570,009
Total loss/gain on sale of assets2018-04-30$181,624
Total of all expenses incurred2018-04-30$3,451,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$3,115,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$3,383,542
Value of total assets at end of year2018-04-30$5,174,335
Value of total assets at beginning of year2018-04-30$5,691,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$336,255
Total interest from all sources2018-04-30$37,316
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$55,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$40,296
Administrative expenses professional fees incurred2018-04-30$218,126
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$400,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$449,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$27,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$84,751
Other income not declared elsewhere2018-04-30$201
Administrative expenses (other) incurred2018-04-30$48,582
Liabilities. Value of operating payables at end of year2018-04-30$1,043,589
Liabilities. Value of operating payables at beginning of year2018-04-30$1,678,477
Total non interest bearing cash at end of year2018-04-30$182,971
Total non interest bearing cash at beginning of year2018-04-30$770,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$118,152
Value of net assets at end of year (total assets less liabilities)2018-04-30$4,130,746
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$4,012,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$13,547
Interest earned on other investments2018-04-30$3,600
Income. Interest from US Government securities2018-04-30$15,985
Income. Interest from corporate debt instruments2018-04-30$17,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$399,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$295,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$295,711
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$263,146
Asset value of US Government securities at end of year2018-04-30$1,019,494
Asset value of US Government securities at beginning of year2018-04-30$1,638,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$2,934,046
Employer contributions (assets) at end of year2018-04-30$253,612
Employer contributions (assets) at beginning of year2018-04-30$674,491
Income. Dividends from common stock2018-04-30$15,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$2,852,456
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$3,291,447
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$2,226,704
Contract administrator fees2018-04-30$56,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-30No
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$1,273,015
Aggregate carrying amount (costs) on sale of assets2018-04-30$1,091,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30DAVENPORT, HANF AND COMPANY, LLC
Accountancy firm EIN2018-04-30412173670
2017 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$-26,832
Total unrealized appreciation/depreciation of assets2017-04-30$-26,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$1,678,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$852,508
Total income from all sources (including contributions)2017-04-30$3,942,742
Total loss/gain on sale of assets2017-04-30$99,995
Total of all expenses incurred2017-04-30$4,037,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$3,724,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$3,813,659
Value of total assets at end of year2017-04-30$5,691,071
Value of total assets at beginning of year2017-04-30$4,959,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$312,652
Total interest from all sources2017-04-30$38,915
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$15,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$8,648
Administrative expenses professional fees incurred2017-04-30$169,819
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$400,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$455,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$84,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$119,526
Other income not declared elsewhere2017-04-30$1,599
Administrative expenses (other) incurred2017-04-30$77,049
Liabilities. Value of operating payables at end of year2017-04-30$1,678,477
Liabilities. Value of operating payables at beginning of year2017-04-30$852,508
Total non interest bearing cash at end of year2017-04-30$770,953
Total non interest bearing cash at beginning of year2017-04-30$1,438,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-94,881
Value of net assets at end of year (total assets less liabilities)2017-04-30$4,012,594
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$4,107,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$9,784
Income. Interest from US Government securities2017-04-30$16,280
Income. Interest from corporate debt instruments2017-04-30$17,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$295,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$63,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$63,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$5,444
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$248,284
Asset value of US Government securities at end of year2017-04-30$1,638,461
Asset value of US Government securities at beginning of year2017-04-30$1,627,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$3,358,635
Employer contributions (assets) at end of year2017-04-30$674,491
Employer contributions (assets) at beginning of year2017-04-30$284,057
Income. Dividends from common stock2017-04-30$6,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$3,476,687
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$2,226,704
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$1,427,281
Contract administrator fees2017-04-30$56,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$633,017
Aggregate carrying amount (costs) on sale of assets2017-04-30$533,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30DAVENPORT, HANF AND COMPANY, LLC
Accountancy firm EIN2017-04-30412173670
2016 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$10,123
Total unrealized appreciation/depreciation of assets2016-04-30$10,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$852,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$762,843
Total income from all sources (including contributions)2016-04-30$3,504,121
Total loss/gain on sale of assets2016-04-30$-30,322
Total of all expenses incurred2016-04-30$3,210,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$2,883,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$3,466,778
Value of total assets at end of year2016-04-30$4,959,983
Value of total assets at beginning of year2016-04-30$4,576,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$326,698
Total interest from all sources2016-04-30$56,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$155,134
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$2,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$437,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$119,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$39,890
Other income not declared elsewhere2016-04-30$1,320
Administrative expenses (other) incurred2016-04-30$108,938
Liabilities. Value of operating payables at end of year2016-04-30$852,508
Liabilities. Value of operating payables at beginning of year2016-04-30$762,843
Total non interest bearing cash at end of year2016-04-30$1,438,343
Total non interest bearing cash at beginning of year2016-04-30$1,150,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$293,671
Value of net assets at end of year (total assets less liabilities)2016-04-30$4,107,475
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$3,813,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$7,782
Income. Interest from US Government securities2016-04-30$13,399
Income. Interest from corporate debt instruments2016-04-30$41,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$63,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$59,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$59,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$1,162
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$249,287
Asset value of US Government securities at end of year2016-04-30$1,627,559
Asset value of US Government securities at beginning of year2016-04-30$1,347,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$3,029,507
Employer contributions (assets) at end of year2016-04-30$284,057
Employer contributions (assets) at beginning of year2016-04-30$292,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$2,634,465
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$1,427,281
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$1,686,755
Contract administrator fees2016-04-30$54,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$2,964,476
Aggregate carrying amount (costs) on sale of assets2016-04-30$2,994,798
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2016-04-30341087273
2015 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$83
Total unrealized appreciation/depreciation of assets2015-04-30$83
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$762,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$1,070,273
Total income from all sources (including contributions)2015-04-30$3,310,649
Total loss/gain on sale of assets2015-04-30$-13,085
Total of all expenses incurred2015-04-30$3,354,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$3,015,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$3,275,878
Value of total assets at end of year2015-04-30$4,576,647
Value of total assets at beginning of year2015-04-30$4,927,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$339,262
Total interest from all sources2015-04-30$47,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$157,075
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$2,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$464,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$39,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$21,748
Administrative expenses (other) incurred2015-04-30$123,865
Liabilities. Value of operating payables at end of year2015-04-30$762,843
Liabilities. Value of operating payables at beginning of year2015-04-30$1,070,273
Total non interest bearing cash at end of year2015-04-30$1,150,617
Total non interest bearing cash at beginning of year2015-04-30$1,533,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-43,808
Value of net assets at end of year (total assets less liabilities)2015-04-30$3,813,804
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$3,857,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$7,711
Income. Interest from US Government securities2015-04-30$10,015
Income. Interest from corporate debt instruments2015-04-30$36,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$59,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$50,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$50,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$848
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$286,337
Asset value of US Government securities at end of year2015-04-30$1,347,076
Asset value of US Government securities at beginning of year2015-04-30$1,413,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$2,811,853
Employer contributions (assets) at end of year2015-04-30$292,406
Employer contributions (assets) at beginning of year2015-04-30$275,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$2,728,858
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$1,686,755
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$1,631,914
Contract administrator fees2015-04-30$50,611
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$4,483,427
Aggregate carrying amount (costs) on sale of assets2015-04-30$4,496,512
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2015-04-30341087273
2014 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-13,765
Total unrealized appreciation/depreciation of assets2014-04-30$-13,765
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$1,070,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$604,075
Total income from all sources (including contributions)2014-04-30$3,387,713
Total loss/gain on sale of assets2014-04-30$-17,155
Total of all expenses incurred2014-04-30$3,437,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$3,163,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$3,187,291
Value of total assets at end of year2014-04-30$4,927,885
Value of total assets at beginning of year2014-04-30$4,511,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$274,048
Total interest from all sources2014-04-30$49,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$135,343
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$2,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$416,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$21,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$328,884
Other income not declared elsewhere2014-04-30$181,930
Administrative expenses (other) incurred2014-04-30$84,162
Liabilities. Value of operating payables at end of year2014-04-30$1,070,273
Liabilities. Value of operating payables at beginning of year2014-04-30$604,075
Total non interest bearing cash at end of year2014-04-30$1,533,900
Total non interest bearing cash at beginning of year2014-04-30$735,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-49,779
Value of net assets at end of year (total assets less liabilities)2014-04-30$3,857,612
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$3,907,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$5,751
Income. Interest from US Government securities2014-04-30$7,323
Income. Interest from corporate debt instruments2014-04-30$39,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$50,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$72,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$72,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$2,125
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$221,505
Asset value of US Government securities at end of year2014-04-30$1,413,654
Asset value of US Government securities at beginning of year2014-04-30$1,472,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$2,770,795
Employer contributions (assets) at end of year2014-04-30$275,818
Employer contributions (assets) at beginning of year2014-04-30$223,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$2,941,939
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$1,631,914
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$1,678,599
Contract administrator fees2014-04-30$48,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$3,021,292
Aggregate carrying amount (costs) on sale of assets2014-04-30$3,038,447
Liabilities. Value of acquisition indebtedness at beginning of year2014-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2014-04-30341087273
2013 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$-8,821
Total unrealized appreciation/depreciation of assets2013-04-30$-8,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$604,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$1,573,819
Total income from all sources (including contributions)2013-04-30$3,286,516
Total loss/gain on sale of assets2013-04-30$-8,788
Total of all expenses incurred2013-04-30$3,069,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$2,834,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$3,138,770
Value of total assets at end of year2013-04-30$4,511,466
Value of total assets at beginning of year2013-04-30$5,264,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$235,016
Total interest from all sources2013-04-30$40,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$140,519
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$2,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$453,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$328,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$12,481
Other income not declared elsewhere2013-04-30$124,703
Administrative expenses (other) incurred2013-04-30$34,019
Liabilities. Value of operating payables at end of year2013-04-30$604,075
Liabilities. Value of operating payables at beginning of year2013-04-30$1,573,819
Total non interest bearing cash at end of year2013-04-30$735,701
Total non interest bearing cash at beginning of year2013-04-30$1,218,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$216,740
Value of net assets at end of year (total assets less liabilities)2013-04-30$3,907,391
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$3,690,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$8,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$72,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$1,407,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$1,407,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$40,652
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$228,819
Asset value of US Government securities at end of year2013-04-30$1,472,463
Asset value of US Government securities at beginning of year2013-04-30$746,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$2,685,230
Employer contributions (assets) at end of year2013-04-30$223,127
Employer contributions (assets) at beginning of year2013-04-30$1,056,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$2,605,941
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$1,678,599
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$823,414
Contract administrator fees2013-04-30$52,250
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$3,213,819
Aggregate carrying amount (costs) on sale of assets2013-04-30$3,222,607
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30LUBLIN SUSSMAN GROUP, LLP
Accountancy firm EIN2013-04-30341087273
2012 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$9,941
Total unrealized appreciation/depreciation of assets2012-04-30$9,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$1,573,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$403,398
Total income from all sources (including contributions)2012-04-30$3,280,712
Total loss/gain on sale of assets2012-04-30$-23,849
Total of all expenses incurred2012-04-30$2,545,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$2,335,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$3,269,975
Value of total assets at end of year2012-04-30$5,264,470
Value of total assets at beginning of year2012-04-30$3,358,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$210,029
Total interest from all sources2012-04-30$24,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$130,562
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$2,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$416,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$12,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$26,700
Administrative expenses (other) incurred2012-04-30$20,510
Liabilities. Value of operating payables at end of year2012-04-30$1,573,819
Liabilities. Value of operating payables at beginning of year2012-04-30$403,398
Total non interest bearing cash at end of year2012-04-30$1,218,119
Total non interest bearing cash at beginning of year2012-04-30$686,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$735,515
Value of net assets at end of year (total assets less liabilities)2012-04-30$3,690,651
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$2,955,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$6,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,407,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$1,441,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$1,441,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$24,645
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$223,102
Asset value of US Government securities at end of year2012-04-30$746,066
Asset value of US Government securities at beginning of year2012-04-30$427,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$2,853,072
Employer contributions (assets) at end of year2012-04-30$1,056,844
Employer contributions (assets) at beginning of year2012-04-30$229,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$2,112,066
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$823,414
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$547,531
Contract administrator fees2012-04-30$52,250
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$3,512,476
Aggregate carrying amount (costs) on sale of assets2012-04-30$3,536,325
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30LUBLIN SUSSMAN GROUP, LLP
Accountancy firm EIN2012-04-30341087273
2011 : PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$-14,235
Total unrealized appreciation/depreciation of assets2011-04-30$-14,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$403,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$278,388
Total income from all sources (including contributions)2011-04-30$2,662,853
Total loss/gain on sale of assets2011-04-30$-6,454
Total of all expenses incurred2011-04-30$2,550,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$2,340,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$2,557,835
Value of total assets at end of year2011-04-30$3,358,534
Value of total assets at beginning of year2011-04-30$3,120,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$209,489
Total interest from all sources2011-04-30$52,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$129,534
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$2,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$428,480
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$26,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$94,425
Other income not declared elsewhere2011-04-30$73,281
Administrative expenses (other) incurred2011-04-30$21,759
Liabilities. Value of operating payables at end of year2011-04-30$403,398
Liabilities. Value of operating payables at beginning of year2011-04-30$278,388
Total non interest bearing cash at end of year2011-04-30$686,836
Total non interest bearing cash at beginning of year2011-04-30$450,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$112,725
Value of net assets at end of year (total assets less liabilities)2011-04-30$2,955,136
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$2,842,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$5,946
Income. Interest from US Government securities2011-04-30$17,203
Income. Interest from corporate debt instruments2011-04-30$28,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$1,441,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$774,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$774,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$6,933
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$218,770
Asset value of US Government securities at end of year2011-04-30$427,251
Asset value of US Government securities at beginning of year2011-04-30$1,146,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$2,129,355
Employer contributions (assets) at end of year2011-04-30$229,038
Employer contributions (assets) at beginning of year2011-04-30$184,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$2,121,869
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$547,531
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$469,834
Contract administrator fees2011-04-30$52,250
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$1,016,084
Aggregate carrying amount (costs) on sale of assets2011-04-30$1,022,538
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30LUBLIN SUSSMAN GROUP, LLP
Accountancy firm EIN2011-04-30341087273

Form 5500 Responses for PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR

2022: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Plan is a collectively bargained planYes
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedYes
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND PIPEFITTERS LOCAL 671 HEALTH & WELFAR 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211753
Policy instance 2
Insurance contract or identification number0211753
Number of Individuals Covered299
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $8,554
Total amount of fees paid to insurance companyUSD $52
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $58,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,554
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10399
Policy instance 1
Insurance contract or identification numberSL10399
Number of Individuals Covered285
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $23,319
Welfare Benefit Premiums Paid to CarrierUSD $222,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,319
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10399
Policy instance 1
Insurance contract or identification numberSL10399
Number of Individuals Covered281
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $20,916
Welfare Benefit Premiums Paid to CarrierUSD $199,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,916
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211753
Policy instance 2
Insurance contract or identification number0211753
Number of Individuals Covered274
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $7,641
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $50,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,641
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211753
Policy instance 2
Insurance contract or identification number0211753
Number of Individuals Covered274
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $8,726
Total amount of fees paid to insurance companyUSD $26
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $58,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,726
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10399
Policy instance 1
Insurance contract or identification numberSL10399
Number of Individuals Covered281
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $21,239
Welfare Benefit Premiums Paid to CarrierUSD $202,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,239
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211753
Policy instance 2
Insurance contract or identification number0211753
Number of Individuals Covered272
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $8,386
Total amount of fees paid to insurance companyUSD $458
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $60,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,386
Amount paid for insurance broker fees458
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberIISI3346-18
Policy instance 1
Insurance contract or identification numberIISI3346-18
Number of Individuals Covered286
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $17,016
Welfare Benefit Premiums Paid to CarrierUSD $195,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,016
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211753
Policy instance 2
Insurance contract or identification number0211753
Number of Individuals Covered284
Insurance policy start date2017-11-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $11,793
Total amount of fees paid to insurance companyUSD $2,405
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $95,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,793
Amount paid for insurance broker fees2405
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberIISI3346-18
Policy instance 1
Insurance contract or identification numberIISI3346-18
Number of Individuals Covered286
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $12,990
Welfare Benefit Premiums Paid to CarrierUSD $149,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,990
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874979G
Policy instance 1
Insurance contract or identification number874979G
Number of Individuals Covered279
Insurance policy start date2017-05-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $5,930
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,930
Insurance broker organization code?3
Insurance broker nameMACQUEEN & ASSOC LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211753
Policy instance 3
Insurance contract or identification number0211753
Number of Individuals Covered279
Insurance policy start date2017-11-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $3,763
Total amount of fees paid to insurance companyUSD $1,305
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $30,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,763
Amount paid for insurance broker fees1305
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES LLC
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberIISI3346
Policy instance 2
Insurance contract or identification numberIISI3346
Number of Individuals Covered287
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $16,116
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $201,453
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,116
Insurance broker organization code?3
Insurance broker nameMACQUEEN & ASSOC LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB130049
Policy instance 3
Insurance contract or identification numberETB130049
Insurance policy start date2015-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $298
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $1,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $298
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number8749790GL
Policy instance 1
Insurance contract or identification number8749790GL
Number of Individuals Covered283
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $10,017
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,017
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50075
Policy instance 2
Insurance contract or identification numberSE3E50075
Number of Individuals Covered283
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $18,847
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $358,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,847
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50075
Policy instance 4
Insurance contract or identification numberSE3E50075
Number of Individuals Covered286
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $22,323
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $202,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,323
Additional information about fees paid to insurance brokerAGENT OF RECORD
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB130049
Policy instance 3
Insurance contract or identification numberETB130049
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $298
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $1,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $298
Additional information about fees paid to insurance brokerAGENT OF RECORD
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number8749790GL
Policy instance 2
Insurance contract or identification number8749790GL
Number of Individuals Covered261
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $7,658
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,658
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000V590
Policy instance 1
Insurance contract or identification numberG000V590
Number of Individuals Covered241
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $1,164
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,164
Additional information about fees paid to insurance brokerAGENT OF RECORD
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000V590
Policy instance 1
Insurance contract or identification numberG000V590
Number of Individuals Covered241
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $1,164
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,164
Additional information about fees paid to insurance brokerAGENT OF RECORD
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50075
Policy instance 2
Insurance contract or identification numberSE3E50075
Number of Individuals Covered271
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $5,426
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $180,873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,426
Additional information about fees paid to insurance brokerAGENT OF RECORD
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50075
Policy instance 2
Insurance contract or identification numberSE3E50075
Number of Individuals Covered275
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Welfare Benefit Premiums Paid to CarrierUSD $154,990
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 numberG000V590
Policy instance 1
Insurance contract or identification numberG000V590
Number of Individuals Covered273
Insurance policy start date2012-08-01
Insurance policy end date2013-08-01
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50075
Policy instance 2
Insurance contract or identification numberSE3E50075
Number of Individuals Covered275
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Welfare Benefit Premiums Paid to CarrierUSD $142,122
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 numberG000V590
Policy instance 1
Insurance contract or identification numberG000V590
Number of Individuals Covered251
Insurance policy start date2011-08-01
Insurance policy end date2012-08-01
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberDR3R50075
Policy instance 3
Insurance contract or identification numberDR3R50075
Number of Individuals Covered275
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Welfare Benefit Premiums Paid to CarrierUSD $142,122
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 numberUP OV590
Policy instance 2
Insurance contract or identification numberUP OV590
Number of Individuals Covered282
Insurance policy start date2010-05-01
Insurance policy end date2010-07-31
Welfare Benefit Premiums Paid to CarrierUSD $36,874
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 numberGLUG V590
Policy instance 1
Insurance contract or identification numberGLUG V590
Number of Individuals Covered254
Insurance policy start date2010-08-01
Insurance policy end date2011-08-01
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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