FLINT PLUMBING PIPEFITTING HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLINT PLUMBING PIPEFITTING HEALTH
| Measure | Date | Value |
|---|
| 2022 : FLINT PLUMBING PIPEFITTING HEALTH 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-31 | $0 |
| Total transfer of assets to this plan | 2022-07-31 | $0 |
| Total transfer of assets from this plan | 2022-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $859,920 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $1,077,508 |
| Total income from all sources (including contributions) | 2022-07-31 | $6,995,695 |
| Total loss/gain on sale of assets | 2022-07-31 | $0 |
| Total of all expenses incurred | 2022-07-31 | $7,578,609 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $7,419,137 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $7,589,164 |
| Value of total assets at end of year | 2022-07-31 | $8,964,706 |
| Value of total assets at beginning of year | 2022-07-31 | $9,765,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $159,472 |
| Total interest from all sources | 2022-07-31 | $265 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-31 | $155,761 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-31 | $155,761 |
| Administrative expenses professional fees incurred | 2022-07-31 | $43,785 |
| Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
| Value of fidelity bond cover | 2022-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Contributions received from participants | 2022-07-31 | $578,331 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-07-31 | $50,781 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-07-31 | $28,950 |
| Administrative expenses (other) incurred | 2022-07-31 | $39,802 |
| Liabilities. Value of operating payables at end of year | 2022-07-31 | $162,149 |
| Liabilities. Value of operating payables at beginning of year | 2022-07-31 | $151,211 |
| Total non interest bearing cash at end of year | 2022-07-31 | $905,133 |
| Total non interest bearing cash at beginning of year | 2022-07-31 | $812,778 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $-582,914 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $8,104,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $8,687,700 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Investment advisory and management fees | 2022-07-31 | $16,211 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-31 | $7,268,110 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-31 | $8,181,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-07-31 | $4,612 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-07-31 | $24,611 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-07-31 | $24,611 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-07-31 | $265 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-07-31 | $911,140 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-31 | $-749,495 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Contributions received in cash from employer | 2022-07-31 | $7,010,833 |
| Employer contributions (assets) at end of year | 2022-07-31 | $635,324 |
| Employer contributions (assets) at beginning of year | 2022-07-31 | $715,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $6,507,997 |
| Contract administrator fees | 2022-07-31 | $59,674 |
| Liabilities. Value of benefit claims payable at end of year | 2022-07-31 | $697,771 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-07-31 | $926,297 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-07-31 | $100,746 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-07-31 | $1,648 |
| Did the plan have assets held for investment | 2022-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2022-07-31 | 382574238 |
| 2021 : FLINT PLUMBING PIPEFITTING HEALTH 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-07-31 | $0 |
| Total transfer of assets to this plan | 2021-07-31 | $0 |
| Total transfer of assets from this plan | 2021-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $1,077,508 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $1,075,042 |
| Total income from all sources (including contributions) | 2021-07-31 | $8,349,089 |
| Total loss/gain on sale of assets | 2021-07-31 | $0 |
| Total of all expenses incurred | 2021-07-31 | $7,279,145 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $7,120,570 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $7,674,842 |
| Value of total assets at end of year | 2021-07-31 | $9,765,208 |
| Value of total assets at beginning of year | 2021-07-31 | $8,692,798 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $158,575 |
| Total interest from all sources | 2021-07-31 | $20 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-07-31 | $251,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-07-31 | $251,965 |
| Administrative expenses professional fees incurred | 2021-07-31 | $52,454 |
| Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
| Value of fidelity bond cover | 2021-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
| Contributions received from participants | 2021-07-31 | $629,324 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-07-31 | $28,950 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-07-31 | $14,910 |
| Other income not declared elsewhere | 2021-07-31 | $27 |
| Administrative expenses (other) incurred | 2021-07-31 | $31,286 |
| Liabilities. Value of operating payables at end of year | 2021-07-31 | $926,297 |
| Liabilities. Value of operating payables at beginning of year | 2021-07-31 | $934,093 |
| Total non interest bearing cash at end of year | 2021-07-31 | $812,778 |
| Total non interest bearing cash at beginning of year | 2021-07-31 | $851,405 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Value of net income/loss | 2021-07-31 | $1,069,944 |
| Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $8,687,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $7,617,756 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
| Investment advisory and management fees | 2021-07-31 | $15,871 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-07-31 | $8,181,933 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-07-31 | $7,027,745 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-07-31 | $24,611 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-07-31 | $24,599 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-07-31 | $24,599 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-07-31 | $20 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-07-31 | $818,195 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-07-31 | $422,235 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
| Contributions received in cash from employer | 2021-07-31 | $7,045,518 |
| Employer contributions (assets) at end of year | 2021-07-31 | $715,288 |
| Employer contributions (assets) at beginning of year | 2021-07-31 | $606,748 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $6,302,375 |
| Contract administrator fees | 2021-07-31 | $58,964 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-07-31 | $1,648 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-07-31 | $167,391 |
| Did the plan have assets held for investment | 2021-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2021-07-31 | $151,211 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2021-07-31 | $140,949 |
| Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Unqualified |
| Accountancy firm name | 2021-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2021-07-31 | 382574238 |
| 2020 : FLINT PLUMBING PIPEFITTING HEALTH 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-07-31 | $0 |
| Total transfer of assets to this plan | 2020-07-31 | $0 |
| Total transfer of assets from this plan | 2020-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $1,075,042 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $808,556 |
| Total income from all sources (including contributions) | 2020-07-31 | $7,587,188 |
| Total loss/gain on sale of assets | 2020-07-31 | $0 |
| Total of all expenses incurred | 2020-07-31 | $7,627,542 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $7,489,218 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $6,951,542 |
| Value of total assets at end of year | 2020-07-31 | $8,692,798 |
| Value of total assets at beginning of year | 2020-07-31 | $8,466,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $138,324 |
| Total interest from all sources | 2020-07-31 | $121 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-07-31 | $174,703 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-07-31 | $174,703 |
| Administrative expenses professional fees incurred | 2020-07-31 | $34,019 |
| Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
| Value of fidelity bond cover | 2020-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
| Contributions received from participants | 2020-07-31 | $575,357 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-07-31 | $14,910 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-07-31 | $15,025 |
| Other income not declared elsewhere | 2020-07-31 | $22,635 |
| Administrative expenses (other) incurred | 2020-07-31 | $31,781 |
| Liabilities. Value of operating payables at end of year | 2020-07-31 | $140,949 |
| Liabilities. Value of operating payables at beginning of year | 2020-07-31 | $42,647 |
| Total non interest bearing cash at end of year | 2020-07-31 | $851,405 |
| Total non interest bearing cash at beginning of year | 2020-07-31 | $485,889 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Value of net income/loss | 2020-07-31 | $-40,354 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $7,617,756 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-31 | $7,658,110 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
| Investment advisory and management fees | 2020-07-31 | $15,691 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-07-31 | $7,027,745 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-07-31 | $7,269,852 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-07-31 | $24,599 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-07-31 | $1,906 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-07-31 | $1,906 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-07-31 | $121 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-07-31 | $950,001 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-07-31 | $438,187 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
| Contributions received in cash from employer | 2020-07-31 | $6,376,185 |
| Employer contributions (assets) at end of year | 2020-07-31 | $606,748 |
| Employer contributions (assets) at beginning of year | 2020-07-31 | $554,567 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $6,539,217 |
| Contract administrator fees | 2020-07-31 | $56,833 |
| Liabilities. Value of benefit claims payable at end of year | 2020-07-31 | $934,093 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-07-31 | $765,909 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-07-31 | $167,391 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-07-31 | $139,427 |
| Did the plan have assets held for investment | 2020-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Unqualified |
| Accountancy firm name | 2020-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2020-07-31 | 382574238 |
| 2019 : FLINT PLUMBING PIPEFITTING HEALTH 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-07-31 | $0 |
| Total transfer of assets to this plan | 2019-07-31 | $0 |
| Total transfer of assets from this plan | 2019-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $808,556 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $775,482 |
| Total income from all sources (including contributions) | 2019-07-31 | $7,629,986 |
| Total loss/gain on sale of assets | 2019-07-31 | $0 |
| Total of all expenses incurred | 2019-07-31 | $6,605,257 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $6,466,364 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-31 | $7,124,519 |
| Value of total assets at end of year | 2019-07-31 | $8,466,666 |
| Value of total assets at beginning of year | 2019-07-31 | $7,408,863 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $138,893 |
| Total interest from all sources | 2019-07-31 | $604 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-07-31 | $180,819 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-07-31 | $180,819 |
| Administrative expenses professional fees incurred | 2019-07-31 | $35,576 |
| Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
| Value of fidelity bond cover | 2019-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
| Contributions received from participants | 2019-07-31 | $568,450 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-07-31 | $15,025 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-07-31 | $63,291 |
| Administrative expenses (other) incurred | 2019-07-31 | $30,855 |
| Liabilities. Value of operating payables at end of year | 2019-07-31 | $42,647 |
| Liabilities. Value of operating payables at beginning of year | 2019-07-31 | $675,002 |
| Total non interest bearing cash at end of year | 2019-07-31 | $485,889 |
| Total non interest bearing cash at beginning of year | 2019-07-31 | $820,902 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Value of net income/loss | 2019-07-31 | $1,024,729 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-31 | $7,658,110 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-31 | $6,633,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
| Investment advisory and management fees | 2019-07-31 | $15,629 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-07-31 | $7,269,852 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-07-31 | $5,851,478 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-07-31 | $1,906 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-07-31 | $4,857 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-07-31 | $4,857 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-07-31 | $604 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-07-31 | $958,145 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-07-31 | $324,044 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
| Contributions received in cash from employer | 2019-07-31 | $6,556,069 |
| Employer contributions (assets) at end of year | 2019-07-31 | $554,567 |
| Employer contributions (assets) at beginning of year | 2019-07-31 | $554,506 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $5,508,219 |
| Contract administrator fees | 2019-07-31 | $56,833 |
| Liabilities. Value of benefit claims payable at end of year | 2019-07-31 | $765,909 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-07-31 | $100,480 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-07-31 | $139,427 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-07-31 | $113,829 |
| Did the plan have assets held for investment | 2019-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Unqualified |
| Accountancy firm name | 2019-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2019-07-31 | 382574238 |
| 2018 : FLINT PLUMBING PIPEFITTING HEALTH 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-07-31 | $0 |
| Total transfer of assets to this plan | 2018-07-31 | $0 |
| Total transfer of assets from this plan | 2018-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $775,482 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $796,606 |
| Total income from all sources (including contributions) | 2018-07-31 | $7,410,659 |
| Total loss/gain on sale of assets | 2018-07-31 | $0 |
| Total of all expenses incurred | 2018-07-31 | $6,836,437 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-07-31 | $6,680,121 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-07-31 | $7,247,149 |
| Value of total assets at end of year | 2018-07-31 | $7,408,863 |
| Value of total assets at beginning of year | 2018-07-31 | $6,855,765 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-07-31 | $156,316 |
| Total interest from all sources | 2018-07-31 | $343 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-07-31 | $139,308 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-07-31 | $139,308 |
| Administrative expenses professional fees incurred | 2018-07-31 | $51,945 |
| Was this plan covered by a fidelity bond | 2018-07-31 | Yes |
| Value of fidelity bond cover | 2018-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-07-31 | No |
| Contributions received from participants | 2018-07-31 | $648,586 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-07-31 | $63,291 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-07-31 | $16,364 |
| Administrative expenses (other) incurred | 2018-07-31 | $32,042 |
| Liabilities. Value of operating payables at end of year | 2018-07-31 | $675,002 |
| Liabilities. Value of operating payables at beginning of year | 2018-07-31 | $252,222 |
| Total non interest bearing cash at end of year | 2018-07-31 | $820,902 |
| Total non interest bearing cash at beginning of year | 2018-07-31 | $589,246 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
| Value of net income/loss | 2018-07-31 | $574,222 |
| Value of net assets at end of year (total assets less liabilities) | 2018-07-31 | $6,633,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-07-31 | $6,059,159 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-07-31 | No |
| Investment advisory and management fees | 2018-07-31 | $15,496 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-07-31 | $5,851,478 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-07-31 | $5,509,994 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-07-31 | $4,857 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-07-31 | $10,223 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-07-31 | $10,223 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-07-31 | $343 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-07-31 | $1,015,479 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-07-31 | $23,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-07-31 | No |
| Contributions received in cash from employer | 2018-07-31 | $6,598,563 |
| Employer contributions (assets) at end of year | 2018-07-31 | $554,506 |
| Employer contributions (assets) at beginning of year | 2018-07-31 | $612,221 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-07-31 | $5,664,642 |
| Contract administrator fees | 2018-07-31 | $56,833 |
| Liabilities. Value of benefit claims payable at end of year | 2018-07-31 | $100,480 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-07-31 | $544,384 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-07-31 | $113,829 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-07-31 | $117,717 |
| Did the plan have assets held for investment | 2018-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-07-31 | Unqualified |
| Accountancy firm name | 2018-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2018-07-31 | 382754238 |
| 2017 : FLINT PLUMBING PIPEFITTING HEALTH 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-07-31 | $0 |
| Total transfer of assets to this plan | 2017-07-31 | $0 |
| Total transfer of assets from this plan | 2017-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $796,606 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $716,326 |
| Total income from all sources (including contributions) | 2017-07-31 | $6,862,261 |
| Total loss/gain on sale of assets | 2017-07-31 | $0 |
| Total of all expenses incurred | 2017-07-31 | $5,631,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-31 | $5,481,848 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-31 | $6,687,890 |
| Value of total assets at end of year | 2017-07-31 | $6,855,765 |
| Value of total assets at beginning of year | 2017-07-31 | $5,545,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-31 | $150,027 |
| Total interest from all sources | 2017-07-31 | $135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-07-31 | $151,784 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-07-31 | $151,784 |
| Administrative expenses professional fees incurred | 2017-07-31 | $45,801 |
| Was this plan covered by a fidelity bond | 2017-07-31 | Yes |
| Value of fidelity bond cover | 2017-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-07-31 | No |
| Contributions received from participants | 2017-07-31 | $575,214 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-07-31 | $16,364 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-07-31 | $221,552 |
| Administrative expenses (other) incurred | 2017-07-31 | $31,376 |
| Liabilities. Value of operating payables at end of year | 2017-07-31 | $252,222 |
| Liabilities. Value of operating payables at beginning of year | 2017-07-31 | $99,726 |
| Total non interest bearing cash at end of year | 2017-07-31 | $589,246 |
| Total non interest bearing cash at beginning of year | 2017-07-31 | $656,577 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Value of net income/loss | 2017-07-31 | $1,230,386 |
| Value of net assets at end of year (total assets less liabilities) | 2017-07-31 | $6,059,159 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-07-31 | $4,828,773 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-07-31 | No |
| Investment advisory and management fees | 2017-07-31 | $16,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-07-31 | $5,509,994 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-07-31 | $3,841,952 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-07-31 | $10,223 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-07-31 | $221,412 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-07-31 | $221,412 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-07-31 | $135 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-07-31 | $1,026,801 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-07-31 | $22,452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-07-31 | No |
| Contributions received in cash from employer | 2017-07-31 | $6,112,676 |
| Employer contributions (assets) at end of year | 2017-07-31 | $612,221 |
| Employer contributions (assets) at beginning of year | 2017-07-31 | $598,203 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-31 | $4,455,047 |
| Contract administrator fees | 2017-07-31 | $56,833 |
| Liabilities. Value of benefit claims payable at end of year | 2017-07-31 | $544,384 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-07-31 | $616,600 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-07-31 | $117,717 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-07-31 | $5,403 |
| Did the plan have assets held for investment | 2017-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-07-31 | Unqualified |
| Accountancy firm name | 2017-07-31 | WRUBEL WESLEY & CO CPA'S |
| Accountancy firm EIN | 2017-07-31 | 382574238 |
| 2016 : FLINT PLUMBING PIPEFITTING HEALTH 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-07-31 | $0 |
| Total transfer of assets to this plan | 2016-07-31 | $0 |
| Total transfer of assets from this plan | 2016-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $716,326 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $923,576 |
| Total income from all sources (including contributions) | 2016-07-31 | $5,968,980 |
| Total loss/gain on sale of assets | 2016-07-31 | $0 |
| Total of all expenses incurred | 2016-07-31 | $5,579,801 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $5,437,561 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $5,628,101 |
| Value of total assets at end of year | 2016-07-31 | $5,545,099 |
| Value of total assets at beginning of year | 2016-07-31 | $5,363,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $142,240 |
| Total interest from all sources | 2016-07-31 | $804 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-07-31 | $108,064 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-07-31 | $108,064 |
| Administrative expenses professional fees incurred | 2016-07-31 | $46,715 |
| Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
| Value of fidelity bond cover | 2016-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
| Contributions received from participants | 2016-07-31 | $611,262 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-07-31 | $221,552 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-07-31 | $48,659 |
| Other income not declared elsewhere | 2016-07-31 | $170,000 |
| Administrative expenses (other) incurred | 2016-07-31 | $26,625 |
| Liabilities. Value of operating payables at end of year | 2016-07-31 | $99,726 |
| Liabilities. Value of operating payables at beginning of year | 2016-07-31 | $168,197 |
| Total non interest bearing cash at end of year | 2016-07-31 | $656,577 |
| Total non interest bearing cash at beginning of year | 2016-07-31 | $398,199 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Value of net income/loss | 2016-07-31 | $389,179 |
| Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $4,828,773 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $4,439,594 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
| Investment advisory and management fees | 2016-07-31 | $6,749 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-07-31 | $3,841,952 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-07-31 | $4,016,118 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-07-31 | $221,412 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-07-31 | $336,178 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-07-31 | $336,178 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-07-31 | $804 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-07-31 | $957,935 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-07-31 | $62,011 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
| Contributions received in cash from employer | 2016-07-31 | $5,016,839 |
| Employer contributions (assets) at end of year | 2016-07-31 | $598,203 |
| Employer contributions (assets) at beginning of year | 2016-07-31 | $548,679 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $4,479,626 |
| Contract administrator fees | 2016-07-31 | $62,151 |
| Liabilities. Value of benefit claims payable at end of year | 2016-07-31 | $616,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-07-31 | $755,379 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-07-31 | $5,403 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-07-31 | $15,337 |
| Did the plan have assets held for investment | 2016-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Unqualified |
| Accountancy firm name | 2016-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2016-07-31 | 382574238 |
| 2015 : FLINT PLUMBING PIPEFITTING HEALTH 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-07-31 | $-69,862 |
| Total unrealized appreciation/depreciation of assets | 2015-07-31 | $-69,862 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $923,576 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $386,632 |
| Total income from all sources (including contributions) | 2015-07-31 | $5,122,664 |
| Total loss/gain on sale of assets | 2015-07-31 | $0 |
| Total of all expenses incurred | 2015-07-31 | $5,487,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $5,351,853 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $5,092,713 |
| Value of total assets at end of year | 2015-07-31 | $5,363,170 |
| Value of total assets at beginning of year | 2015-07-31 | $5,191,312 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $135,897 |
| Total interest from all sources | 2015-07-31 | $118 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-07-31 | $99,695 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-07-31 | $99,695 |
| Administrative expenses professional fees incurred | 2015-07-31 | $52,273 |
| Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
| Value of fidelity bond cover | 2015-07-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
| Contributions received from participants | 2015-07-31 | $825,194 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-07-31 | $48,659 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-07-31 | $9,914 |
| Administrative expenses (other) incurred | 2015-07-31 | $23,825 |
| Liabilities. Value of operating payables at end of year | 2015-07-31 | $168,197 |
| Liabilities. Value of operating payables at beginning of year | 2015-07-31 | $46,217 |
| Total non interest bearing cash at end of year | 2015-07-31 | $398,199 |
| Total non interest bearing cash at beginning of year | 2015-07-31 | $395,035 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Value of net income/loss | 2015-07-31 | $-365,086 |
| Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $4,439,594 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $4,804,680 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
| Investment advisory and management fees | 2015-07-31 | $3,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-07-31 | $4,016,118 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-07-31 | $4,124,220 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-07-31 | $336,178 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-07-31 | $264,694 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-07-31 | $264,694 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-07-31 | $118 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-07-31 | $471,664 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
| Contributions received in cash from employer | 2015-07-31 | $4,267,519 |
| Employer contributions (assets) at end of year | 2015-07-31 | $548,679 |
| Employer contributions (assets) at beginning of year | 2015-07-31 | $192,334 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $4,880,189 |
| Contract administrator fees | 2015-07-31 | $56,299 |
| Liabilities. Value of benefit claims payable at end of year | 2015-07-31 | $755,379 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-07-31 | $340,415 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-07-31 | $15,337 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-07-31 | $205,115 |
| Did the plan have assets held for investment | 2015-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Unqualified |
| Accountancy firm name | 2015-07-31 | WRUBEL WESLEY CO CPA'S |
| Accountancy firm EIN | 2015-07-31 | 382574238 |
| 2014 : FLINT PLUMBING PIPEFITTING HEALTH 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-07-31 | $0 |
| Total transfer of assets to this plan | 2014-07-31 | $0 |
| Total transfer of assets from this plan | 2014-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $386,632 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $380,058 |
| Total income from all sources (including contributions) | 2014-07-31 | $4,194,157 |
| Total loss/gain on sale of assets | 2014-07-31 | $0 |
| Total of all expenses incurred | 2014-07-31 | $4,393,155 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $4,255,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $3,889,224 |
| Value of total assets at end of year | 2014-07-31 | $5,191,312 |
| Value of total assets at beginning of year | 2014-07-31 | $5,383,736 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $137,970 |
| Total interest from all sources | 2014-07-31 | $85 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-07-31 | $107,189 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-07-31 | $107,189 |
| Administrative expenses professional fees incurred | 2014-07-31 | $55,271 |
| Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
| Value of fidelity bond cover | 2014-07-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
| Contributions received from participants | 2014-07-31 | $602,361 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-07-31 | $9,914 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-07-31 | $9,914 |
| Administrative expenses (other) incurred | 2014-07-31 | $24,502 |
| Liabilities. Value of operating payables at end of year | 2014-07-31 | $46,217 |
| Liabilities. Value of operating payables at beginning of year | 2014-07-31 | $45,447 |
| Total non interest bearing cash at end of year | 2014-07-31 | $395,035 |
| Total non interest bearing cash at beginning of year | 2014-07-31 | $528,224 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Value of net income/loss | 2014-07-31 | $-198,998 |
| Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $4,804,680 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $5,003,678 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
| Investment advisory and management fees | 2014-07-31 | $3,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-07-31 | $4,124,220 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-07-31 | $4,402,381 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-07-31 | $264,694 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-07-31 | $4,953 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-07-31 | $4,953 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-07-31 | $85 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-07-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-07-31 | $425,086 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-07-31 | $197,659 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
| Contributions received in cash from employer | 2014-07-31 | $3,286,863 |
| Employer contributions (assets) at end of year | 2014-07-31 | $192,334 |
| Employer contributions (assets) at beginning of year | 2014-07-31 | $296,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $3,830,099 |
| Contract administrator fees | 2014-07-31 | $54,697 |
| Liabilities. Value of benefit claims payable at end of year | 2014-07-31 | $340,415 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-07-31 | $334,611 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-07-31 | $205,115 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-07-31 | $142,232 |
| Did the plan have assets held for investment | 2014-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Unqualified |
| Accountancy firm name | 2014-07-31 | WRUBEL WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2014-07-31 | 382574238 |
| 2013 : FLINT PLUMBING PIPEFITTING HEALTH 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-07-31 | $0 |
| Total transfer of assets to this plan | 2013-07-31 | $0 |
| Total transfer of assets from this plan | 2013-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $380,058 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $326,120 |
| Total income from all sources (including contributions) | 2013-07-31 | $3,862,709 |
| Total loss/gain on sale of assets | 2013-07-31 | $0 |
| Total of all expenses incurred | 2013-07-31 | $4,518,035 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $4,396,579 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $3,650,504 |
| Value of total assets at end of year | 2013-07-31 | $5,383,736 |
| Value of total assets at beginning of year | 2013-07-31 | $5,985,124 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $121,456 |
| Total interest from all sources | 2013-07-31 | $110 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-07-31 | $160,705 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-07-31 | $160,705 |
| Administrative expenses professional fees incurred | 2013-07-31 | $40,761 |
| Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
| Value of fidelity bond cover | 2013-07-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
| Contributions received from participants | 2013-07-31 | $532,797 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-07-31 | $9,914 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-07-31 | $73,139 |
| Administrative expenses (other) incurred | 2013-07-31 | $22,498 |
| Liabilities. Value of operating payables at end of year | 2013-07-31 | $45,447 |
| Liabilities. Value of operating payables at beginning of year | 2013-07-31 | $22,944 |
| Total non interest bearing cash at end of year | 2013-07-31 | $528,224 |
| Total non interest bearing cash at beginning of year | 2013-07-31 | $184,443 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
| Value of net income/loss | 2013-07-31 | $-655,326 |
| Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $5,003,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $5,659,004 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
| Investment advisory and management fees | 2013-07-31 | $3,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-07-31 | $4,402,381 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-07-31 | $4,940,368 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-07-31 | $4,953 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-07-31 | $20,679 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-07-31 | $20,679 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-07-31 | $110 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-07-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-07-31 | $761,237 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-07-31 | $51,390 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
| Contributions received in cash from employer | 2013-07-31 | $3,117,707 |
| Employer contributions (assets) at end of year | 2013-07-31 | $296,032 |
| Employer contributions (assets) at beginning of year | 2013-07-31 | $271,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $3,635,342 |
| Contract administrator fees | 2013-07-31 | $54,697 |
| Liabilities. Value of benefit claims payable at end of year | 2013-07-31 | $334,611 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-07-31 | $303,176 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-07-31 | $142,232 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-07-31 | $494,569 |
| Did the plan have assets held for investment | 2013-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Unqualified |
| Accountancy firm name | 2013-07-31 | WRUBEL, WESLEY & COMPANY C.P.A.'S |
| Accountancy firm EIN | 2013-07-31 | 382574238 |
| 2012 : FLINT PLUMBING PIPEFITTING HEALTH 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-07-31 | $0 |
| Total transfer of assets to this plan | 2012-07-31 | $0 |
| Total transfer of assets from this plan | 2012-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $326,120 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $490,440 |
| Total income from all sources (including contributions) | 2012-07-31 | $3,851,915 |
| Total loss/gain on sale of assets | 2012-07-31 | $0 |
| Total of all expenses incurred | 2012-07-31 | $4,058,576 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $3,944,937 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $3,846,358 |
| Value of total assets at end of year | 2012-07-31 | $5,985,124 |
| Value of total assets at beginning of year | 2012-07-31 | $6,356,105 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $113,639 |
| Total interest from all sources | 2012-07-31 | $172 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-07-31 | $183,032 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-07-31 | $183,032 |
| Administrative expenses professional fees incurred | 2012-07-31 | $31,432 |
| Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
| Value of fidelity bond cover | 2012-07-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
| Contributions received from participants | 2012-07-31 | $508,664 |
| Participant contributions at beginning of year | 2012-07-31 | $1,826 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-07-31 | $73,139 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-07-31 | $59,004 |
| Other income not declared elsewhere | 2012-07-31 | $73 |
| Administrative expenses (other) incurred | 2012-07-31 | $24,010 |
| Liabilities. Value of operating payables at end of year | 2012-07-31 | $22,944 |
| Liabilities. Value of operating payables at beginning of year | 2012-07-31 | $17,239 |
| Total non interest bearing cash at end of year | 2012-07-31 | $184,443 |
| Total non interest bearing cash at beginning of year | 2012-07-31 | $400,330 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
| Value of net income/loss | 2012-07-31 | $-206,661 |
| Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $5,659,004 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $5,865,665 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
| Investment advisory and management fees | 2012-07-31 | $3,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-07-31 | $4,940,368 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-07-31 | $5,274,059 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-07-31 | $20,679 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-07-31 | $120,827 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-07-31 | $120,827 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-07-31 | $172 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-07-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-07-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-07-31 | $307,494 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-07-31 | $-177,720 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
| Contributions received in cash from employer | 2012-07-31 | $3,337,694 |
| Employer contributions (assets) at end of year | 2012-07-31 | $271,926 |
| Employer contributions (assets) at beginning of year | 2012-07-31 | $285,509 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $3,637,443 |
| Contract administrator fees | 2012-07-31 | $54,697 |
| Liabilities. Value of benefit claims payable at end of year | 2012-07-31 | $303,176 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-07-31 | $473,201 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-07-31 | $494,569 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-07-31 | $214,550 |
| Did the plan have assets held for investment | 2012-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Unqualified |
| Accountancy firm name | 2012-07-31 | WRUBEL, WESLEY AND COMPANY C.P.A.'S |
| Accountancy firm EIN | 2012-07-31 | 382574238 |
| 2011 : FLINT PLUMBING PIPEFITTING HEALTH 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-07-31 | $0 |
| Total transfer of assets to this plan | 2011-07-31 | $0 |
| Total transfer of assets from this plan | 2011-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $490,440 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $373,130 |
| Total income from all sources (including contributions) | 2011-07-31 | $3,621,800 |
| Total loss/gain on sale of assets | 2011-07-31 | $0 |
| Total of all expenses incurred | 2011-07-31 | $4,403,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $4,298,339 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $3,379,129 |
| Value of total assets at end of year | 2011-07-31 | $6,356,105 |
| Value of total assets at beginning of year | 2011-07-31 | $7,020,780 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $105,446 |
| Total interest from all sources | 2011-07-31 | $360 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-07-31 | $212,207 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-07-31 | $212,207 |
| Administrative expenses professional fees incurred | 2011-07-31 | $29,639 |
| Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
| Value of fidelity bond cover | 2011-07-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
| Contributions received from participants | 2011-07-31 | $522,623 |
| Participant contributions at end of year | 2011-07-31 | $1,826 |
| Participant contributions at beginning of year | 2011-07-31 | $7,017 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-07-31 | $59,004 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-07-31 | $47,387 |
| Administrative expenses (other) incurred | 2011-07-31 | $15,269 |
| Liabilities. Value of operating payables at end of year | 2011-07-31 | $17,239 |
| Liabilities. Value of operating payables at beginning of year | 2011-07-31 | $188,696 |
| Total non interest bearing cash at end of year | 2011-07-31 | $400,330 |
| Total non interest bearing cash at beginning of year | 2011-07-31 | $187,981 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
| Value of net income/loss | 2011-07-31 | $-781,985 |
| Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $5,865,665 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $6,647,650 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
| Investment advisory and management fees | 2011-07-31 | $5,841 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-07-31 | $5,274,059 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-07-31 | $6,126,914 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-07-31 | $120,827 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-07-31 | $14,145 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-07-31 | $14,145 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-07-31 | $360 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-07-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-07-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-07-31 | $336,236 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-07-31 | $30,104 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
| Contributions received in cash from employer | 2011-07-31 | $2,856,506 |
| Employer contributions (assets) at end of year | 2011-07-31 | $285,509 |
| Employer contributions (assets) at beginning of year | 2011-07-31 | $236,118 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $3,962,103 |
| Contract administrator fees | 2011-07-31 | $54,697 |
| Liabilities. Value of benefit claims payable at end of year | 2011-07-31 | $473,201 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-07-31 | $184,434 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-07-31 | $214,550 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-07-31 | $401,217 |
| Did the plan have assets held for investment | 2011-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Unqualified |
| Accountancy firm name | 2011-07-31 | WRUBEL, WESLEY & COMPANY C.P.A.'S |
| Accountancy firm EIN | 2011-07-31 | 382574238 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 116724 |
| Policy instance | 4 |
| Insurance contract or identification number | 116724 | | Number of Individuals Covered | 1337 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $8,016 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $211,028 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,736 | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 52272/600 |
| Policy instance | 3 |
| Insurance contract or identification number | 52272/600 | | Number of Individuals Covered | 151 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $15,017 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $644,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,017 | | Insurance broker organization code? | 3 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 95610 |
| Policy instance | 2 |
| Insurance contract or identification number | 95610 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $22,559 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G3338 &C4601 |
| Policy instance | 1 |
| Insurance contract or identification number | G3338 &C4601 | | Number of Individuals Covered | 494 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $9,966 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $66,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,966 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 877232G |
| Policy instance | 1 |
| Insurance contract or identification number | 877232G | | Number of Individuals Covered | 350 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $2,894 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $19,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,894 | | Insurance broker organization code? | 3 |
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| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 2 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $29,506 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 116724 |
| Policy instance | 3 |
| Insurance contract or identification number | 116724 | | Number of Individuals Covered | 1150 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $6,125 | | Total amount of fees paid to insurance company | USD $20,225 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $188,625 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,125 | | Amount paid for insurance broker fees | 20225 | | Additional information about fees paid to insurance broker | AGENT FEE | | Insurance broker organization code? | 3 |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 52272/600 |
| Policy instance | 4 |
| Insurance contract or identification number | 52272/600 | | Number of Individuals Covered | 150 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $14,767 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $622,813 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,767 | | Insurance broker organization code? | 3 |
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| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G338 |
| Policy instance | 5 |
| Insurance contract or identification number | G338 | | Number of Individuals Covered | 470 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $6,612 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $44,078 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,612 | | Insurance broker organization code? | 3 |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 877232G |
| Policy instance | 1 |
| Insurance contract or identification number | 877232G | | Number of Individuals Covered | 471 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $8,600 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $57,331 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,600 | | Insurance broker organization code? | 3 |
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| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 2 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $36,259 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 52272/600 |
| Policy instance | 3 |
| Insurance contract or identification number | 52272/600 | | Number of Individuals Covered | 150 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $14,958 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $507,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,958 | | Insurance broker organization code? | 3 |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 007003760 |
| Policy instance | 4 |
| Insurance contract or identification number | 007003760 | | Number of Individuals Covered | 350 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $6,832 | | Total amount of fees paid to insurance company | USD $22,064 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $181,301 | | Commission paid to Insurance Broker | USD $6,832 | | Amount paid for insurance broker fees | 22064 | | Additional information about fees paid to insurance broker | AGENT FEES | | Insurance broker organization code? | 3 |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 007003760 |
| Policy instance | 4 |
| Insurance contract or identification number | 007003760 | | Number of Individuals Covered | 350 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $6,242 | | Total amount of fees paid to insurance company | USD $22,064 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $178,283 | | Commission paid to Insurance Broker | USD $6,242 | | Amount paid for insurance broker fees | 22064 | | Additional information about fees paid to insurance broker | AGENT FEES | | Insurance broker organization code? | 3 |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 52272-600 |
| Policy instance | 3 |
| Insurance contract or identification number | 52272-600 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $681,285 | | Commission paid to Insurance Broker | USD $14,742 | | Insurance broker organization code? | 3 |
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| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 2 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $41,771 |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 877232G |
| Policy instance | 1 |
| Insurance contract or identification number | 877232G | | Number of Individuals Covered | 471 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $8,562 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $56,984 | | Commission paid to Insurance Broker | USD $8,562 | | Insurance broker organization code? | 3 |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 007003760 |
| Policy instance | 3 |
| Insurance contract or identification number | 007003760 | | Number of Individuals Covered | 349 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $6,587 | | Total amount of fees paid to insurance company | USD $22,064 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $188,311 |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 877232G |
| Policy instance | 1 |
| Insurance contract or identification number | 877232G | | Number of Individuals Covered | 429 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $8,533 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $56,884 |
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| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 2 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $45,099 |
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| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 877232G |
| Policy instance | 1 |
| Insurance contract or identification number | 877232G | | Number of Individuals Covered | 432 | | Insurance policy start date | 2015-12-01 | | Insurance policy end date | 2016-11-30 | | Total amount of commissions paid to insurance broker | USD $8,315 | | Total amount of fees paid to insurance company | USD $222 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $55,432 | | Commission paid to Insurance Broker | USD $8,315 | | Amount paid for insurance broker fees | 222 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | MACQUEEN& ASSOCIATES LLC |
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| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 2 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $41,654 |
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| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 007003760 |
| Policy instance | 3 |
| Insurance contract or identification number | 007003760 | | Number of Individuals Covered | 281 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $196,558 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0AR7Q |
| Policy instance | 2 |
| Insurance contract or identification number | GLUG0AR7Q | | Number of Individuals Covered | 389 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $9,183 | | Total amount of fees paid to insurance company | USD $1,493 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $9,183 | | Amount paid for insurance broker fees | 1493 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Insurance broker name | MACQUEEN & ASSOCIATES LLC |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 3 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $1,300 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $60,084 | | Commission paid to Insurance Broker | USD $1,300 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL G. BUCK |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | GROUP 58047 |
| Policy instance | 1 |
| Insurance contract or identification number | GROUP 58047 | | Number of Individuals Covered | 311 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $179,712 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | GROUP 58047 |
| Policy instance | 1 |
| Insurance contract or identification number | GROUP 58047 | | Number of Individuals Covered | 380 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $160,042 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 862105G |
| Policy instance | 2 |
| Insurance contract or identification number | 862105G | | Number of Individuals Covered | 365 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $11,444 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 3 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $14,634 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $14,634 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL G. BUCK |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 862105G |
| Policy instance | 2 |
| Insurance contract or identification number | 862105G | | Number of Individuals Covered | 361 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $72,265 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 3 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $1,508 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $62,351 | | Commission paid to Insurance Broker | USD $1,508 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL G. BUCK |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | GROUP 58047 |
| Policy instance | 1 |
| Insurance contract or identification number | GROUP 58047 | | Number of Individuals Covered | 380 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $177,587 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 3 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $1,583 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $16,210 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 862105G |
| Policy instance | 2 |
| Insurance contract or identification number | 862105G | | Number of Individuals Covered | 354 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $58,896 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | GROUP 58047 |
| Policy instance | 1 |
| Insurance contract or identification number | GROUP 58047 | | Number of Individuals Covered | 380 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $175,263 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | GROUP 58047 |
| Policy instance | 1 |
| Insurance contract or identification number | GROUP 58047 | | Number of Individuals Covered | 380 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $188,102 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 862105G |
| Policy instance | 2 |
| Insurance contract or identification number | 862105G | | Number of Individuals Covered | 348 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $65,929 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 00116724/0001 |
| Policy instance | 3 |
| Insurance contract or identification number | 00116724/0001 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $1,950 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | HEARING | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $65,542 |
|
