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MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 401k Plan overview

Plan NameMINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND
Plan identification number 501

MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES OF MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND
Employer identification number (EIN):416187748
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01CHAD MORRIS2024-10-03 TIM WORKE2024-10-06
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DAVID SCHUTTA TIM WORKE2018-10-09
5012016-01-01GREGORY MASSEY TIM WORKE2017-10-12
5012015-01-01GREGORY MASSEY STEVE FRITZ2016-10-10
5012014-01-01GREGORY MASSEY TIM WORKE2015-10-13
5012013-01-01GREGORY MASSEY TIM WORKE2014-10-09
5012012-01-01GREGORY MASSEY TIM WORKE2013-10-10
5012011-01-01GREGORY MASSEY2012-10-09
5012009-01-01TIM WORKE GREGORY MASSEY2010-10-13

Plan Statistics for MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND

401k plan membership statisitcs for MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND

Measure Date Value
2023: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01846
Total number of active participants reported on line 7a of the Form 55002023-01-01854
Total of all active and inactive participants2023-01-01854
Number of employers contributing to the scheme2023-01-01167
2022: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01811
Total number of active participants reported on line 7a of the Form 55002022-01-01846
Total of all active and inactive participants2022-01-01846
Number of employers contributing to the scheme2022-01-01197
2021: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01832
Total number of active participants reported on line 7a of the Form 55002021-01-01811
Total of all active and inactive participants2021-01-01811
Number of employers contributing to the scheme2021-01-01190
2020: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01871
Total number of active participants reported on line 7a of the Form 55002020-01-01832
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01832
Number of employers contributing to the scheme2020-01-01198
2019: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01847
Total number of active participants reported on line 7a of the Form 55002019-01-01871
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01871
Number of employers contributing to the scheme2019-01-01199
2018: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01836
Total number of active participants reported on line 7a of the Form 55002018-01-01845
Number of retired or separated participants receiving benefits2018-01-012
Total of all active and inactive participants2018-01-01847
Number of employers contributing to the scheme2018-01-01167
2017: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01830
Total number of active participants reported on line 7a of the Form 55002017-01-01832
Number of retired or separated participants receiving benefits2017-01-014
Total of all active and inactive participants2017-01-01836
Number of employers contributing to the scheme2017-01-01178
2016: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01830
Total number of active participants reported on line 7a of the Form 55002016-01-01824
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01830
Number of employers contributing to the scheme2016-01-01171
2015: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01762
Total number of active participants reported on line 7a of the Form 55002015-01-01826
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01833
Number of employers contributing to the scheme2015-01-01162
2014: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01692
Total number of active participants reported on line 7a of the Form 55002014-01-01753
Number of retired or separated participants receiving benefits2014-01-019
Total of all active and inactive participants2014-01-01762
Number of employers contributing to the scheme2014-01-01178
2013: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01667
Total number of active participants reported on line 7a of the Form 55002013-01-01668
Number of retired or separated participants receiving benefits2013-01-0124
Total of all active and inactive participants2013-01-01692
Number of employers contributing to the scheme2013-01-01165
2012: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01645
Total number of active participants reported on line 7a of the Form 55002012-01-01636
Number of retired or separated participants receiving benefits2012-01-0131
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01667
Total participants2012-01-01667
Number of employers contributing to the scheme2012-01-01241
2011: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01668
Total number of active participants reported on line 7a of the Form 55002011-01-01616
Number of retired or separated participants receiving benefits2011-01-0129
Total of all active and inactive participants2011-01-01645
Number of employers contributing to the scheme2011-01-01209
2009: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01970
Total number of active participants reported on line 7a of the Form 55002009-01-01728
Number of retired or separated participants receiving benefits2009-01-01128
Total of all active and inactive participants2009-01-01856
Number of employers contributing to the scheme2009-01-01293

Financial Data on MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND

Measure Date Value
2023 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$655,144
Total unrealized appreciation/depreciation of assets2023-12-31$655,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$856,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,171,877
Total income from all sources (including contributions)2023-12-31$16,113,746
Total loss/gain on sale of assets2023-12-31$79,986
Total of all expenses incurred2023-12-31$15,113,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$14,460,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,306,109
Value of total assets at end of year2023-12-31$23,439,653
Value of total assets at beginning of year2023-12-31$22,754,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$652,527
Total interest from all sources2023-12-31$309,790
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$241,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$222,819
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$226,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$821,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$516,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$196,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$23,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$12,263
Other income not declared elsewhere2023-12-31$1,120,271
Administrative expenses (other) incurred2023-12-31$37,343
Liabilities. Value of operating payables at end of year2023-12-31$69,790
Liabilities. Value of operating payables at beginning of year2023-12-31$82,139
Total non interest bearing cash at end of year2023-12-31$2,363,111
Total non interest bearing cash at beginning of year2023-12-31$3,084,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,000,632
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,583,287
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,582,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,711,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,176,478
Income. Interest from US Government securities2023-12-31$28,200
Income. Interest from corporate debt instruments2023-12-31$216,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$4,660,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$4,891,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$4,891,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$65,148
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$637,904
Asset value of US Government securities at end of year2023-12-31$1,295,383
Asset value of US Government securities at beginning of year2023-12-31$1,200,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$400,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$13,079,337
Employer contributions (assets) at end of year2023-12-31$700,731
Employer contributions (assets) at beginning of year2023-12-31$695,775
Income. Dividends from common stock2023-12-31$18,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,000,736
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$5,383,953
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$4,181,331
Contract administrator fees2023-12-31$394,120
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$1,807,941
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$1,327,972
Liabilities. Value of benefit claims payable at end of year2023-12-31$763,306
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,077,475
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$4,917,243
Aggregate carrying amount (costs) on sale of assets2023-12-31$4,837,257
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-958,338
Total unrealized appreciation/depreciation of assets2022-12-31$-958,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,171,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,211,008
Total income from all sources (including contributions)2022-12-31$11,896,978
Total loss/gain on sale of assets2022-12-31$-290,853
Total of all expenses incurred2022-12-31$13,371,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,793,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,577,825
Value of total assets at end of year2022-12-31$22,754,532
Value of total assets at beginning of year2022-12-31$24,267,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$577,965
Total interest from all sources2022-12-31$207,501
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$165,706
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$145,072
Administrative expenses professional fees incurred2022-12-31$175,575
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$143,760
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$259,200
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$774,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$196,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$283,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$29,786
Other income not declared elsewhere2022-12-31$988,410
Administrative expenses (other) incurred2022-12-31$53,787
Liabilities. Value of operating payables at end of year2022-12-31$82,139
Liabilities. Value of operating payables at beginning of year2022-12-31$39,721
Total non interest bearing cash at end of year2022-12-31$3,084,595
Total non interest bearing cash at beginning of year2022-12-31$1,340,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,474,148
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,582,655
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,056,803
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$56,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,176,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,646,440
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$6,886
Income. Interest from corporate debt instruments2022-12-31$113,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,891,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,304,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,304,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$87,118
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$458,056
Asset value of US Government securities at end of year2022-12-31$1,200,150
Asset value of US Government securities at beginning of year2022-12-31$441,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-793,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$12,318,625
Employer contributions (assets) at end of year2022-12-31$695,775
Employer contributions (assets) at beginning of year2022-12-31$707,308
Income. Dividends from common stock2022-12-31$20,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,560,640
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$4,181,331
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$3,014,484
Contract administrator fees2022-12-31$292,169
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,327,972
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,386,741
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,077,475
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,141,501
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
Aggregate proceeds on sale of assets2022-12-31$5,213,025
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,503,878
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$472,757
Total unrealized appreciation/depreciation of assets2021-12-31$472,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,211,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,058,163
Total income from all sources (including contributions)2021-12-31$13,914,436
Total loss/gain on sale of assets2021-12-31$125,953
Total of all expenses incurred2021-12-31$14,083,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,489,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,859,766
Value of total assets at end of year2021-12-31$24,267,811
Value of total assets at beginning of year2021-12-31$24,283,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$593,799
Total interest from all sources2021-12-31$215,984
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$116,886
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$68,594
Administrative expenses professional fees incurred2021-12-31$189,540
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$143,760
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$151,380
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$240,179
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$765,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$283,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$437,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$29,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,988
Other income not declared elsewhere2021-12-31$887,541
Administrative expenses (other) incurred2021-12-31$63,365
Liabilities. Value of operating payables at end of year2021-12-31$39,721
Liabilities. Value of operating payables at beginning of year2021-12-31$66,378
Total non interest bearing cash at end of year2021-12-31$1,340,108
Total non interest bearing cash at beginning of year2021-12-31$1,249,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-168,613
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,056,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,225,416
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$68,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,646,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,515,395
Interest earned on other investments2021-12-31$782
Income. Interest from US Government securities2021-12-31$1,390
Income. Interest from corporate debt instruments2021-12-31$106,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,304,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,140,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,140,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$107,700
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$402,094
Asset value of US Government securities at end of year2021-12-31$441,649
Asset value of US Government securities at beginning of year2021-12-31$617,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$235,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$11,619,587
Employer contributions (assets) at end of year2021-12-31$707,308
Employer contributions (assets) at beginning of year2021-12-31$694,888
Income. Dividends from common stock2021-12-31$48,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,321,276
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$3,014,484
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,847,116
Contract administrator fees2021-12-31$272,276
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,386,741
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,629,359
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,141,501
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$983,797
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$5,625,124
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,499,171
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$618,381
Total unrealized appreciation/depreciation of assets2020-12-31$618,381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,058,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,323,347
Total income from all sources (including contributions)2020-12-31$13,599,997
Total loss/gain on sale of assets2020-12-31$-203,054
Total of all expenses incurred2020-12-31$12,945,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,430,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,752,711
Value of total assets at end of year2020-12-31$24,283,579
Value of total assets at beginning of year2020-12-31$23,894,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$515,439
Total interest from all sources2020-12-31$264,149
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$161,965
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$110,196
Administrative expenses professional fees incurred2020-12-31$171,781
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$151,380
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$248,410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$763,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$437,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$373,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$132,848
Other income not declared elsewhere2020-12-31$729,957
Administrative expenses (other) incurred2020-12-31$65,686
Liabilities. Value of operating payables at end of year2020-12-31$66,378
Liabilities. Value of operating payables at beginning of year2020-12-31$47,840
Total non interest bearing cash at end of year2020-12-31$1,249,523
Total non interest bearing cash at beginning of year2020-12-31$1,305,810
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$654,485
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,225,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,570,931
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$57,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,515,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,651,771
Income. Interest from US Government securities2020-12-31$332
Income. Interest from corporate debt instruments2020-12-31$105,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,140,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,458,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,458,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$158,142
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$431,668
Asset value of US Government securities at end of year2020-12-31$617,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$275,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,504,301
Employer contributions (assets) at end of year2020-12-31$694,888
Employer contributions (assets) at beginning of year2020-12-31$644,608
Income. Dividends from common stock2020-12-31$51,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,234,649
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,847,116
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,579,341
Contract administrator fees2020-12-31$220,026
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,629,359
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,880,851
Liabilities. Value of benefit claims payable at end of year2020-12-31$983,797
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,142,659
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$6,633,520
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,836,574
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,015,195
Total unrealized appreciation/depreciation of assets2019-12-31$1,015,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,323,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,345,517
Total income from all sources (including contributions)2019-12-31$15,105,409
Total loss/gain on sale of assets2019-12-31$156,781
Total of all expenses incurred2019-12-31$13,190,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,644,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,233,320
Value of total assets at end of year2019-12-31$23,894,278
Value of total assets at beginning of year2019-12-31$22,001,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$546,033
Total interest from all sources2019-12-31$276,821
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$246,500
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$177,784
Administrative expenses professional fees incurred2019-12-31$157,855
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$208,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$740,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$373,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$514,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$132,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$17,404
Other income not declared elsewhere2019-12-31$1,062,188
Administrative expenses (other) incurred2019-12-31$66,559
Liabilities. Value of operating payables at end of year2019-12-31$47,840
Liabilities. Value of operating payables at beginning of year2019-12-31$34,145
Total non interest bearing cash at end of year2019-12-31$1,305,810
Total non interest bearing cash at beginning of year2019-12-31$1,409,698
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$1,915,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,570,931
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,655,734
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,651,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,941,599
Income. Interest from US Government securities2019-12-31$4,640
Income. Interest from corporate debt instruments2019-12-31$131,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,458,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,384,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,384,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$141,134
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$386,287
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$120,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$114,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,025,067
Employer contributions (assets) at end of year2019-12-31$644,608
Employer contributions (assets) at beginning of year2019-12-31$708,327
Income. Dividends from common stock2019-12-31$68,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,517,087
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,579,341
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,162,937
Contract administrator fees2019-12-31$261,520
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,880,851
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,759,786
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,142,659
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,293,968
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,006,055
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,849,274
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31340043599
2018 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-340,005
Total unrealized appreciation/depreciation of assets2018-12-31$-340,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,345,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$976,563
Total income from all sources (including contributions)2018-12-31$12,096,332
Total loss/gain on sale of assets2018-12-31$-56,458
Total of all expenses incurred2018-12-31$11,451,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,926,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,711,959
Value of total assets at end of year2018-12-31$22,001,251
Value of total assets at beginning of year2018-12-31$20,987,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$524,647
Total interest from all sources2018-12-31$254,336
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$197,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,099
Administrative expenses professional fees incurred2018-12-31$133,293
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$296,846
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$671,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$514,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$214,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$17,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$36,655
Other income not declared elsewhere2018-12-31$398,290
Administrative expenses (other) incurred2018-12-31$80,795
Liabilities. Value of operating payables at end of year2018-12-31$34,145
Liabilities. Value of operating payables at beginning of year2018-12-31$38,424
Total non interest bearing cash at end of year2018-12-31$1,409,698
Total non interest bearing cash at beginning of year2018-12-31$1,187,819
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$645,118
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,655,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,010,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,941,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,354,768
Income. Interest from US Government securities2018-12-31$160
Income. Interest from corporate debt instruments2018-12-31$152,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,384,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,838,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,838,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$101,935
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$347,176
Asset value of US Government securities at end of year2018-12-31$120,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-68,942
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$11,415,113
Employer contributions (assets) at end of year2018-12-31$708,327
Employer contributions (assets) at beginning of year2018-12-31$739,878
Income. Dividends from common stock2018-12-31$87,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,907,518
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$4,162,937
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,114,266
Contract administrator fees2018-12-31$251,228
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,759,786
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,537,206
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,293,968
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$901,484
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
Aggregate proceeds on sale of assets2018-12-31$3,019,580
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,076,038
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 name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31340043599
2017 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$547,447
Total unrealized appreciation/depreciation of assets2017-12-31$547,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$976,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,176,672
Total income from all sources (including contributions)2017-12-31$13,039,562
Total loss/gain on sale of assets2017-12-31$44,870
Total of all expenses incurred2017-12-31$11,294,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,713,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,608,284
Value of total assets at end of year2017-12-31$20,987,179
Value of total assets at beginning of year2017-12-31$19,442,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$581,369
Total interest from all sources2017-12-31$220,323
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$195,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$65,608
Administrative expenses professional fees incurred2017-12-31$194,631
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$272,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$740,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$214,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$516,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$36,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$76,171
Other income not declared elsewhere2017-12-31$460,272
Administrative expenses (other) incurred2017-12-31$64,120
Liabilities. Value of operating payables at end of year2017-12-31$38,424
Liabilities. Value of operating payables at beginning of year2017-12-31$37,611
Total non interest bearing cash at end of year2017-12-31$1,187,819
Total non interest bearing cash at beginning of year2017-12-31$1,236,697
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$1,745,074
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,010,616
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,265,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$55,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,354,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,699,534
Income. Interest from corporate debt instruments2017-12-31$157,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,838,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,829,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,829,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$62,509
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$313,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-37,265
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$11,335,291
Employer contributions (assets) at end of year2017-12-31$739,878
Employer contributions (assets) at beginning of year2017-12-31$648,200
Income. Dividends from common stock2017-12-31$130,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,659,056
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,114,266
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$4,618,502
Contract administrator fees2017-12-31$267,509
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
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,537,206
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,893,968
Liabilities. Value of benefit claims payable at end of year2017-12-31$901,484
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,062,890
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
Aggregate proceeds on sale of assets2017-12-31$4,382,562
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,337,692
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 name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$476,150
Total unrealized appreciation/depreciation of assets2016-12-31$476,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,176,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,639,359
Total income from all sources (including contributions)2016-12-31$12,795,317
Total loss/gain on sale of assets2016-12-31$186,821
Total of all expenses incurred2016-12-31$11,576,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,964,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,196,027
Value of total assets at end of year2016-12-31$19,442,214
Value of total assets at beginning of year2016-12-31$18,686,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$612,198
Total interest from all sources2016-12-31$206,898
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$176,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$52,533
Administrative expenses professional fees incurred2016-12-31$203,059
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$338,715
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$526,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$516,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$208,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$76,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$48,987
Other income not declared elsewhere2016-12-31$604,655
Administrative expenses (other) incurred2016-12-31$161,652
Liabilities. Value of operating payables at end of year2016-12-31$37,611
Liabilities. Value of operating payables at beginning of year2016-12-31$57,887
Total non interest bearing cash at end of year2016-12-31$1,236,697
Total non interest bearing cash at beginning of year2016-12-31$802,864
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$1,218,597
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,265,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,046,945
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
Investment advisory and management fees2016-12-31$51,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,699,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,502,866
Income. Interest from US Government securities2016-12-31$3,052
Income. Interest from corporate debt instruments2016-12-31$189,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,829,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,335,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,335,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,914
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$292,864
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$341,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-51,715
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$10,857,312
Employer contributions (assets) at end of year2016-12-31$648,200
Employer contributions (assets) at beginning of year2016-12-31$698,561
Income. Dividends from common stock2016-12-31$123,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,145,652
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$4,618,502
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,277,856
Contract administrator fees2016-12-31$195,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,893,968
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,518,516
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,062,890
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,532,485
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
Aggregate proceeds on sale of assets2016-12-31$3,215,287
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,028,466
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-359,278
Total unrealized appreciation/depreciation of assets2015-12-31$-359,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,639,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,099,469
Total income from all sources (including contributions)2015-12-31$11,587,223
Total loss/gain on sale of assets2015-12-31$-22,294
Total of all expenses incurred2015-12-31$10,139,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,407,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,407,265
Value of total assets at end of year2015-12-31$18,686,304
Value of total assets at beginning of year2015-12-31$16,698,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$731,585
Total interest from all sources2015-12-31$221,474
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$166,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$59,707
Administrative expenses professional fees incurred2015-12-31$260,139
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$102,800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$348,561
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$245,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$208,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$88,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$48,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$147,461
Other income not declared elsewhere2015-12-31$233,368
Administrative expenses (other) incurred2015-12-31$197,188
Liabilities. Value of operating payables at end of year2015-12-31$57,887
Liabilities. Value of operating payables at beginning of year2015-12-31$29,300
Total non interest bearing cash at end of year2015-12-31$802,864
Total non interest bearing cash at beginning of year2015-12-31$821,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,447,995
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,046,945
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,598,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,502,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,503,941
Income. Interest from US Government securities2015-12-31$23,504
Income. Interest from corporate debt instruments2015-12-31$172,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,335,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,523,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,523,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25,383
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$399,512
Asset value of US Government securities at end of year2015-12-31$341,470
Asset value of US Government securities at beginning of year2015-12-31$1,099,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-59,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,058,704
Employer contributions (assets) at end of year2015-12-31$698,561
Employer contributions (assets) at beginning of year2015-12-31$663,946
Income. Dividends from common stock2015-12-31$106,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,763,103
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,277,856
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,984,870
Contract administrator fees2015-12-31$224,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,518,516
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,908,843
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,532,485
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$922,708
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,606,110
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,628,404
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$251,550
Total unrealized appreciation/depreciation of assets2014-12-31$251,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,099,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,209,617
Total income from all sources (including contributions)2014-12-31$10,435,714
Total loss/gain on sale of assets2014-12-31$-20,332
Total of all expenses incurred2014-12-31$8,267,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,611,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,727,532
Value of total assets at end of year2014-12-31$16,698,419
Value of total assets at beginning of year2014-12-31$14,640,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$656,764
Total interest from all sources2014-12-31$225,592
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$173,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$90,288
Administrative expenses professional fees incurred2014-12-31$206,204
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$102,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$365,255
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$229,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$88,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$104,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$147,461
Other income not declared elsewhere2014-12-31$148,820
Administrative expenses (other) incurred2014-12-31$186,646
Liabilities. Value of operating payables at end of year2014-12-31$29,300
Liabilities. Value of operating payables at beginning of year2014-12-31$44,673
Total non interest bearing cash at end of year2014-12-31$821,959
Total non interest bearing cash at beginning of year2014-12-31$356,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,167,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,598,950
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,431,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$44,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,503,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,487,389
Income. Interest from US Government securities2014-12-31$6,334
Income. Interest from corporate debt instruments2014-12-31$190,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,523,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,639,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,639,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$28,682
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$328,494
Asset value of US Government securities at end of year2014-12-31$1,099,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-70,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,362,277
Employer contributions (assets) at end of year2014-12-31$663,946
Employer contributions (assets) at beginning of year2014-12-31$487,621
Income. Dividends from common stock2014-12-31$83,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,052,784
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,984,870
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,364,039
Contract administrator fees2014-12-31$219,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,908,843
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,200,049
Liabilities. Value of benefit claims payable at end of year2014-12-31$922,708
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,164,944
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,299,613
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,319,945
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$603,339
Total unrealized appreciation/depreciation of assets2013-12-31$603,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,209,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$840,479
Total income from all sources (including contributions)2013-12-31$9,163,867
Total loss/gain on sale of assets2013-12-31$72,000
Total of all expenses incurred2013-12-31$8,174,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,593,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,177,686
Value of total assets at end of year2013-12-31$14,640,726
Value of total assets at beginning of year2013-12-31$13,282,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$581,819
Total interest from all sources2013-12-31$221,712
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$97,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$36,176
Administrative expenses professional fees incurred2013-12-31$242,516
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$482,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$189,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$104,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$62,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,835
Other income not declared elsewhere2013-12-31$20,574
Administrative expenses (other) incurred2013-12-31$84,176
Liabilities. Value of operating payables at end of year2013-12-31$44,673
Liabilities. Value of operating payables at beginning of year2013-12-31$66,971
Total non interest bearing cash at end of year2013-12-31$356,977
Total non interest bearing cash at beginning of year2013-12-31$400,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$988,921
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,431,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,442,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$40,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,487,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,444,196
Income. Interest from US Government securities2013-12-31$1,192
Income. Interest from corporate debt instruments2013-12-31$185,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,639,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,684,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,684,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$35,136
Asset value of US Government securities at beginning of year2013-12-31$200,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-29,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,694,844
Employer contributions (assets) at end of year2013-12-31$487,621
Employer contributions (assets) at beginning of year2013-12-31$443,441
Income. Dividends from common stock2013-12-31$61,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,403,430
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,364,039
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,613,055
Contract administrator fees2013-12-31$214,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,200,049
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,433,567
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,164,944
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$770,673
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$6,934,112
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,862,112
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$530,669
Total unrealized appreciation/depreciation of assets2012-12-31$530,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$840,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$896,519
Total income from all sources (including contributions)2012-12-31$8,963,903
Total loss/gain on sale of assets2012-12-31$71,617
Total of all expenses incurred2012-12-31$7,425,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,873,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,989,287
Value of total assets at end of year2012-12-31$13,282,667
Value of total assets at beginning of year2012-12-31$11,800,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$552,004
Total interest from all sources2012-12-31$194,501
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$115,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$54,813
Administrative expenses professional fees incurred2012-12-31$232,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$529,703
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$205,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$62,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$50,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,835
Other income not declared elsewhere2012-12-31$33,151
Administrative expenses (other) incurred2012-12-31$70,158
Liabilities. Value of operating payables at end of year2012-12-31$66,971
Liabilities. Value of operating payables at beginning of year2012-12-31$55,044
Total non interest bearing cash at end of year2012-12-31$400,327
Total non interest bearing cash at beginning of year2012-12-31$588,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,538,190
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,442,188
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,903,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$40,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,444,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,357,493
Income. Interest from US Government securities2012-12-31$12,727
Income. Interest from corporate debt instruments2012-12-31$159,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,684,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,109,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,109,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21,933
Asset value of US Government securities at end of year2012-12-31$200,794
Asset value of US Government securities at beginning of year2012-12-31$505,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$29,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,459,584
Employer contributions (assets) at end of year2012-12-31$443,441
Employer contributions (assets) at beginning of year2012-12-31$495,146
Income. Dividends from common stock2012-12-31$60,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,668,669
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,613,055
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,653,237
Contract administrator fees2012-12-31$208,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,433,567
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,041,246
Liabilities. Value of benefit claims payable at end of year2012-12-31$770,673
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$841,475
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,286,956
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,215,339
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-39,901
Total unrealized appreciation/depreciation of assets2011-12-31$-39,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$896,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$835,546
Total income from all sources (including contributions)2011-12-31$7,310,920
Total loss/gain on sale of assets2011-12-31$19,277
Total of all expenses incurred2011-12-31$6,630,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,117,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,081,031
Value of total assets at end of year2011-12-31$11,800,517
Value of total assets at beginning of year2011-12-31$11,059,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$512,852
Total interest from all sources2011-12-31$160,848
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$80,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$36,136
Administrative expenses professional fees incurred2011-12-31$198,398
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$690,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$174,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$50,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$71,079
Other income not declared elsewhere2011-12-31$22,246
Administrative expenses (other) incurred2011-12-31$75,834
Liabilities. Value of operating payables at end of year2011-12-31$55,044
Liabilities. Value of operating payables at beginning of year2011-12-31$53,698
Total non interest bearing cash at end of year2011-12-31$588,028
Total non interest bearing cash at beginning of year2011-12-31$438,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$680,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,903,998
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,223,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,357,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,334,282
Income. Interest from US Government securities2011-12-31$27,154
Income. Interest from corporate debt instruments2011-12-31$113,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,109,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,775,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,775,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19,942
Asset value of US Government securities at end of year2011-12-31$505,944
Asset value of US Government securities at beginning of year2011-12-31$1,795,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,390,302
Employer contributions (assets) at end of year2011-12-31$495,146
Employer contributions (assets) at beginning of year2011-12-31$352,440
Income. Dividends from common stock2011-12-31$44,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,943,043
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,653,237
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,120,381
Contract administrator fees2011-12-31$203,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,041,246
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,171,475
Liabilities. Value of benefit claims payable at end of year2011-12-31$841,475
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$781,848
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,840,476
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,821,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$270,908
Total unrealized appreciation/depreciation of assets2010-12-31$270,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$835,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,535,918
Total income from all sources (including contributions)2010-12-31$7,594,210
Total loss/gain on sale of assets2010-12-31$96,028
Total of all expenses incurred2010-12-31$5,940,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,380,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,024,636
Value of total assets at end of year2010-12-31$11,059,116
Value of total assets at beginning of year2010-12-31$10,105,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$560,154
Total interest from all sources2010-12-31$163,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$37,164
Administrative expenses professional fees incurred2010-12-31$246,598
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$861,875
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$170,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$71,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$67,175
Administrative expenses (other) incurred2010-12-31$80,428
Liabilities. Value of operating payables at end of year2010-12-31$53,698
Liabilities. Value of operating payables at beginning of year2010-12-31$55,674
Total non interest bearing cash at end of year2010-12-31$438,217
Total non interest bearing cash at beginning of year2010-12-31$558,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,653,739
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,223,570
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,569,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$1,332,167
Investment advisory and management fees2010-12-31$33,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,334,282
Interest earned on other investments2010-12-31$5,720
Income. Interest from US Government securities2010-12-31$21,134
Income. Interest from corporate debt instruments2010-12-31$121,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,775,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,072,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,072,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,032
Asset value of US Government securities at end of year2010-12-31$1,795,655
Asset value of US Government securities at beginning of year2010-12-31$2,597,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-21,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,162,761
Employer contributions (assets) at end of year2010-12-31$352,440
Employer contributions (assets) at beginning of year2010-12-31$326,606
Income. Dividends from common stock2010-12-31$23,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,209,549
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,120,381
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,523,540
Contract administrator fees2010-12-31$200,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,171,475
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,628,302
Liabilities. Value of benefit claims payable at end of year2010-12-31$781,848
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,480,244
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,426,577
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,330,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND

2023: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
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: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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
2015: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered855
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $705,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered845
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $418,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered811
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 $404,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered833
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 $470,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered873
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
Welfare Benefit Premiums Paid to CarrierUSD $391,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered845
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 $353,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number32300
Policy instance 1
Insurance contract or identification number32300
Number of Individuals Covered837
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 $313,331
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: 69744 )
Policy contract numberSL10162
Policy instance 1
Insurance contract or identification numberSL10162
Number of Individuals Covered842
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $400,378
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: 69744 )
Policy contract numberSL10162
Policy instance 1
Insurance contract or identification numberSL10162
Number of Individuals Covered758
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $328,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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