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IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 401k Plan overview

Plan NameIAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST
Plan identification number 501

IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

NORTHWEST FIRE FIGHTERS BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST FIRE FIGHTERS BENEFITS TRUST
Employer identification number (EIN):411416156
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01GREG MARKLEY GREG MARKLEY2018-10-12
5012016-01-01GREG MARKLEY GREG MARKLEY2017-10-13

Plan Statistics for IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST

401k plan membership statisitcs for IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST

Measure Date Value
2022: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013,516
Total number of active participants reported on line 7a of the Form 55002022-01-013,828
Number of retired or separated participants receiving benefits2022-01-01619
Total of all active and inactive participants2022-01-014,447
Number of employers contributing to the scheme2022-01-0157
2021: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013,488
Total number of active participants reported on line 7a of the Form 55002021-01-013,015
Number of retired or separated participants receiving benefits2021-01-01501
Total of all active and inactive participants2021-01-013,516
Total participants2021-01-013,516
Number of employers contributing to the scheme2021-01-0153
2020: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,964
Total number of active participants reported on line 7a of the Form 55002020-01-013,000
Number of retired or separated participants receiving benefits2020-01-01488
Total of all active and inactive participants2020-01-013,488
Number of employers contributing to the scheme2020-01-0149
2019: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013,095
Total number of active participants reported on line 7a of the Form 55002019-01-012,527
Number of retired or separated participants receiving benefits2019-01-01437
Total of all active and inactive participants2019-01-012,964
Number of employers contributing to the scheme2019-01-0145
2018: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012,349
Total number of active participants reported on line 7a of the Form 55002018-01-012,676
Number of retired or separated participants receiving benefits2018-01-01419
Total of all active and inactive participants2018-01-013,095
Number of employers contributing to the scheme2018-01-0141
2017: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,746
Total number of active participants reported on line 7a of the Form 55002017-01-012,099
Number of retired or separated participants receiving benefits2017-01-01250
Total of all active and inactive participants2017-01-012,349
Number of employers contributing to the scheme2017-01-0133
2016: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,242
Total number of active participants reported on line 7a of the Form 55002016-01-011,555
Number of retired or separated participants receiving benefits2016-01-01191
Total of all active and inactive participants2016-01-011,746
Number of employers contributing to the scheme2016-01-0126

Financial Data on IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST

Measure Date Value
2022 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,593,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,476,527
Total income from all sources (including contributions)2022-12-31$76,028,652
Total of all expenses incurred2022-12-31$78,202,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$71,610,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$83,007,726
Value of total assets at end of year2022-12-31$51,304,183
Value of total assets at beginning of year2022-12-31$48,361,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,592,113
Total interest from all sources2022-12-31$4,515
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,210,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,210,003
Administrative expenses professional fees incurred2022-12-31$2,257,531
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,108,977
Participant contributions at end of year2022-12-31$29,097
Participant contributions at beginning of year2022-12-31$30,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,337,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,030,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$824,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,952,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,552,067
Administrative expenses (other) incurred2022-12-31$156,349
Liabilities. Value of operating payables at end of year2022-12-31$70,547
Liabilities. Value of operating payables at beginning of year2022-12-31$103,287
Total non interest bearing cash at end of year2022-12-31$318,930
Total non interest bearing cash at beginning of year2022-12-31$1,058,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,174,161
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,711,172
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,885,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,133,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,605,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,639,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,501,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,501,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,515
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,224,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,193,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$78,898,749
Employer contributions (assets) at end of year2022-12-31$152,915
Employer contributions (assets) at beginning of year2022-12-31$341,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$68,048,889
Contract administrator fees2022-12-31$4,163,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,569,484
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$6,821,173
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2022-12-31910614823
2021 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,464,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,698,080
Total income from all sources (including contributions)2021-12-31$78,294,821
Total loss/gain on sale of assets2021-12-31$9,353
Total of all expenses incurred2021-12-31$67,588,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$63,728,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$77,368,580
Value of total assets at end of year2021-12-31$48,514,723
Value of total assets at beginning of year2021-12-31$36,041,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,859,383
Total interest from all sources2021-12-31$6,749
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$945,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$945,274
Administrative expenses professional fees incurred2021-12-31$2,020,390
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,275,755
Participant contributions at end of year2021-12-31$21,078
Participant contributions at beginning of year2021-12-31$21,078
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,245,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$976,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$975,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,091,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,588,084
Administrative expenses (other) incurred2021-12-31$115,039
Liabilities. Value of operating payables at end of year2021-12-31$14,192
Liabilities. Value of operating payables at beginning of year2021-12-31$29,807
Total non interest bearing cash at end of year2021-12-31$1,058,444
Total non interest bearing cash at beginning of year2021-12-31$1,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,706,682
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,050,193
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,343,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,605,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,667,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,501,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,057,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,057,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,749
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,645,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-35,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$74,092,825
Employer contributions (assets) at end of year2021-12-31$352,107
Employer contributions (assets) at beginning of year2021-12-31$317,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$61,083,745
Contract administrator fees2021-12-31$1,708,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,359,017
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,080,189
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,399,106
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,389,753
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2021-12-31910614823
2020 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,698,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,361,154
Total income from all sources (including contributions)2020-12-31$74,039,308
Total loss/gain on sale of assets2020-12-31$54,011
Total of all expenses incurred2020-12-31$57,617,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$51,806,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$71,483,467
Value of total assets at end of year2020-12-31$36,041,591
Value of total assets at beginning of year2020-12-31$21,283,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,811,746
Total interest from all sources2020-12-31$11,321
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,379,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,379,212
Administrative expenses professional fees incurred2020-12-31$1,707,965
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,165,808
Participant contributions at end of year2020-12-31$21,078
Participant contributions at beginning of year2020-12-31$21,648
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,271,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$975,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$708,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,588,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,212,907
Other income not declared elsewhere2020-12-31$61,782
Administrative expenses (other) incurred2020-12-31$144,755
Liabilities. Value of operating payables at end of year2020-12-31$29,807
Liabilities. Value of operating payables at beginning of year2020-12-31$73,276
Total non interest bearing cash at end of year2020-12-31$1,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,421,471
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,343,511
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,922,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,667,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,761,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,057,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,626,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,626,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,321
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,877,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,049,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$68,317,659
Employer contributions (assets) at end of year2020-12-31$317,457
Employer contributions (assets) at beginning of year2020-12-31$164,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,657,208
Contract administrator fees2020-12-31$3,947,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,080,189
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,074,971
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$342,955
Aggregate carrying amount (costs) on sale of assets2020-12-31$288,944
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2020-12-31910614823
2019 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,361,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,361,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,256,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,256,616
Total income from all sources (including contributions)2019-12-31$66,448,367
Total income from all sources (including contributions)2019-12-31$66,448,367
Total of all expenses incurred2019-12-31$58,504,861
Total of all expenses incurred2019-12-31$58,504,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,658,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,658,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$65,855,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$65,855,189
Value of total assets at end of year2019-12-31$21,283,194
Value of total assets at end of year2019-12-31$21,283,194
Value of total assets at beginning of year2019-12-31$13,235,150
Value of total assets at beginning of year2019-12-31$13,235,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,846,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,846,470
Total interest from all sources2019-12-31$32,482
Total interest from all sources2019-12-31$32,482
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$305,124
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$305,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$305,124
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$305,124
Administrative expenses professional fees incurred2019-12-31$1,492,336
Administrative expenses professional fees incurred2019-12-31$1,492,336
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,702,691
Contributions received from participants2019-12-31$2,702,691
Participant contributions at end of year2019-12-31$21,648
Participant contributions at end of year2019-12-31$21,648
Participant contributions at beginning of year2019-12-31$39,088
Participant contributions at beginning of year2019-12-31$39,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,423,762
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,423,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$708,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$708,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$678,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$678,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,212,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,212,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,658,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,658,726
Administrative expenses (other) incurred2019-12-31$149,318
Administrative expenses (other) incurred2019-12-31$149,318
Liabilities. Value of operating payables at end of year2019-12-31$73,276
Liabilities. Value of operating payables at end of year2019-12-31$73,276
Liabilities. Value of operating payables at beginning of year2019-12-31$55,995
Liabilities. Value of operating payables at beginning of year2019-12-31$55,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,943,506
Value of net income/loss2019-12-31$7,943,506
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,922,040
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,922,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,978,534
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,978,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,250
Investment advisory and management fees2019-12-31$11,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,761,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,761,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,626,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,626,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,130,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,130,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,482
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,187,791
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,187,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$255,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$255,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$63,152,498
Contributions received in cash from employer2019-12-31$63,152,498
Employer contributions (assets) at end of year2019-12-31$164,831
Employer contributions (assets) at end of year2019-12-31$164,831
Employer contributions (assets) at beginning of year2019-12-31$1,387,857
Employer contributions (assets) at beginning of year2019-12-31$1,387,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,046,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,046,838
Contract administrator fees2019-12-31$3,193,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,074,971
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,074,971
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,541,895
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,541,895
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm name2019-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2019-12-31910614823
Accountancy firm EIN2019-12-31910614823
2018 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,256,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,524,288
Total income from all sources (including contributions)2018-12-31$54,783,554
Total of all expenses incurred2018-12-31$48,450,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$44,142,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$54,761,594
Value of total assets at end of year2018-12-31$13,235,150
Value of total assets at beginning of year2018-12-31$7,169,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,308,090
Total interest from all sources2018-12-31$21,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,212,025
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,857,067
Participant contributions at end of year2018-12-31$39,088
Participant contributions at beginning of year2018-12-31$41,398
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,332,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$678,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$341,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,658,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,439,488
Administrative expenses (other) incurred2018-12-31$124,083
Liabilities. Value of operating payables at end of year2018-12-31$55,995
Liabilities. Value of operating payables at beginning of year2018-12-31$69,054
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$668,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,333,045
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,978,534
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$645,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,130,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,948,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,948,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,960
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,260,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$52,904,527
Employer contributions (assets) at end of year2018-12-31$1,387,857
Employer contributions (assets) at beginning of year2018-12-31$169,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,549,525
Contract administrator fees2018-12-31$2,971,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,541,895
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,015,746
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2018-12-31910614823
2017 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,524,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,255,858
Total income from all sources (including contributions)2017-12-31$41,170,114
Total of all expenses incurred2017-12-31$40,252,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,975,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$41,159,881
Value of total assets at end of year2017-12-31$7,169,777
Value of total assets at beginning of year2017-12-31$2,983,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,276,629
Total interest from all sources2017-12-31$10,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$909,311
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$986,963
Participant contributions at end of year2017-12-31$41,398
Participant contributions at beginning of year2017-12-31$12,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,137,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$341,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,439,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$189,158
Administrative expenses (other) incurred2017-12-31$91,607
Liabilities. Value of operating payables at end of year2017-12-31$69,054
Liabilities. Value of operating payables at beginning of year2017-12-31$121,150
Total non interest bearing cash at end of year2017-12-31$668,602
Total non interest bearing cash at beginning of year2017-12-31$940,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$917,655
Value of net assets at end of year (total assets less liabilities)2017-12-31$645,489
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-272,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,948,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,000,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,000,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,233
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,861,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$40,172,918
Employer contributions (assets) at end of year2017-12-31$169,703
Employer contributions (assets) at beginning of year2017-12-31$30,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,977,087
Contract administrator fees2017-12-31$2,275,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,015,746
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,945,550
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2017-12-31910614823
2016 : IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,255,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$123,082
Total income from all sources (including contributions)2016-12-31$29,608,342
Total of all expenses incurred2016-12-31$30,461,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$28,177,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,607,898
Value of total assets at end of year2016-12-31$2,983,692
Value of total assets at beginning of year2016-12-31$703,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,283,439
Total interest from all sources2016-12-31$444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$656,125
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$729,357
Participant contributions at end of year2016-12-31$12,266
Participant contributions at beginning of year2016-12-31$2,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$189,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$23,749
Administrative expenses (other) incurred2016-12-31$177,599
Liabilities. Value of operating payables at end of year2016-12-31$121,150
Liabilities. Value of operating payables at beginning of year2016-12-31$6,294
Total non interest bearing cash at end of year2016-12-31$940,135
Total non interest bearing cash at beginning of year2016-12-31$193,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-852,933
Value of net assets at end of year (total assets less liabilities)2016-12-31$-272,166
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$580,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,000,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$444
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,019,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$28,878,541
Employer contributions (assets) at end of year2016-12-31$30,289
Employer contributions (assets) at beginning of year2016-12-31$506,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,157,849
Contract administrator fees2016-12-31$1,449,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,945,550
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$93,039
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2016-12-31910614823

Form 5500 Responses for IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST

2022: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3331, C4593
Policy instance 5
Insurance contract or identification numberG3331, C4593
Number of Individuals Covered3615
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $143,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA645
Policy instance 4
Insurance contract or identification numberWA645
Number of Individuals Covered45
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,731
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 numberSL 10446
Policy instance 3
Insurance contract or identification numberSL 10446
Number of Individuals Covered4032
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $40,949
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,047,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,949
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberMZ0927567H0000A
Policy instance 2
Insurance contract or identification numberMZ0927567H0000A
Number of Individuals Covered38
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,470
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,470
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317225, ETC.
Policy instance 1
Insurance contract or identification number317225, ETC.
Number of Individuals Covered375
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,275
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,161,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,275
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317225, ETC.
Policy instance 1
Insurance contract or identification number317225, ETC.
Number of Individuals Covered307
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $47,450
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,008,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,450
Insurance broker organization code?5
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberMZ09275670000A
Policy instance 2
Insurance contract or identification numberMZ09275670000A
Number of Individuals Covered33
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,413
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,413
Insurance broker organization code?5
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,004
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10446
Policy instance 3
Insurance contract or identification numberSL 10446
Number of Individuals Covered3658
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $36,420
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,821,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,420
Insurance broker organization code?3
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA645
Policy instance 4
Insurance contract or identification numberWA645
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3331, C4593
Policy instance 5
Insurance contract or identification numberG3331, C4593
Number of Individuals Covered3062
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $128,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3331, C4593
Policy instance 5
Insurance contract or identification numberG3331, C4593
Number of Individuals Covered2805
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $121,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA645
Policy instance 4
Insurance contract or identification numberWA645
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,633
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 numberSL 10446
Policy instance 3
Insurance contract or identification numberSL 10446
Number of Individuals Covered3138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $34,632
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,731,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $34,632
Insurance broker organization code?3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ09275670000A
Policy instance 2
Insurance contract or identification numberMZ09275670000A
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306488, ETC.
Policy instance 1
Insurance contract or identification number306488, ETC.
Number of Individuals Covered265
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $45,325
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,065,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,325
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306488, 306490
Policy instance 1
Insurance contract or identification number306488, 306490
Number of Individuals Covered247
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,250
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $783,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,250
Insurance broker organization code?5
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ09275670000A
Policy instance 2
Insurance contract or identification numberMZ09275670000A
Number of Individuals Covered278
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $44,738
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $616,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,738
Insurance broker organization code?5
COMMENCEMENT BAY RISK MANAGEMENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 78879 )
Policy contract number100000046
Policy instance 3
Insurance contract or identification number100000046
Number of Individuals Covered9289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,179,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA645
Policy instance 4
Insurance contract or identification numberWA645
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306488, 306490
Policy instance 1
Insurance contract or identification number306488, 306490
Number of Individuals Covered223
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,500
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $671,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,500
Insurance broker organization code?5
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3665
Policy instance 2
Insurance contract or identification number3665
Number of Individuals Covered489
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $564,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract number100000046
Policy instance 3
Insurance contract or identification number100000046
Number of Individuals Covered8828
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,260,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract number100000046
Policy instance 3
Insurance contract or identification number100000046
Number of Individuals Covered7217
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,850,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3665
Policy instance 2
Insurance contract or identification number3665
Number of Individuals Covered222
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $384,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE466937
Policy instance 1
Insurance contract or identification numberAE466937
Number of Individuals Covered201
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,690
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $660,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,690
Insurance broker organization code?5
Insurance broker nameLABOR FIRST

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