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CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 401k Plan overview

Plan NameCONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN
Plan identification number 501

CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

CONTRACTORS, LABORERS, TEAMSTERS,& ENGINEERS HEALTH & WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:CONTRACTORS, LABORERS, TEAMSTERS,& ENGINEERS HEALTH & WELFARE PLAN
Employer identification number (EIN):470469477
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01AARON FICHTER TIM MCCORMICK2018-07-23
5012016-01-01
5012015-01-01AARON FICHTER TIM MCCORMICK2016-07-07
5012014-01-01KIM QUICK RON FUCINARO2015-07-14
5012013-01-01KIM QUICK RON FUCINARO2014-07-28
5012012-01-01KIM QUICK RON FUCINARO2013-07-31
5012011-01-01KIM QUICK RON FUCINARO2012-07-16
5012010-01-01KIM QUICK RON FUCINARO2011-10-05
5012009-01-01KIM QUICK RON FUCINARO2010-10-14

Plan Statistics for CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN

401k plan membership statisitcs for CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN

Measure Date Value
2022: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01734
Total number of active participants reported on line 7a of the Form 55002022-01-01762
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01773
Number of employers contributing to the scheme2022-01-0195
2021: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01656
Total number of active participants reported on line 7a of the Form 55002021-01-01725
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01734
Number of employers contributing to the scheme2021-01-0198
2020: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01607
Total number of active participants reported on line 7a of the Form 55002020-01-01647
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01656
Number of employers contributing to the scheme2020-01-0195
2019: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01599
Total number of active participants reported on line 7a of the Form 55002019-01-01600
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01607
Number of employers contributing to the scheme2019-01-0190
2018: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01559
Total number of active participants reported on line 7a of the Form 55002018-01-01593
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01599
Number of employers contributing to the scheme2018-01-0193
2017: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01529
Total number of active participants reported on line 7a of the Form 55002017-01-01552
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01559
Number of employers contributing to the scheme2017-01-0177
2016: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01529
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01534
Number of employers contributing to the scheme2016-01-0177
2015: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01482
Total number of active participants reported on line 7a of the Form 55002015-01-01532
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01537
Number of employers contributing to the scheme2015-01-0174
2014: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01464
Total number of active participants reported on line 7a of the Form 55002014-01-01482
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01486
Number of employers contributing to the scheme2014-01-0164
2013: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01413
Total number of active participants reported on line 7a of the Form 55002013-01-01464
Number of retired or separated participants receiving benefits2013-01-0137
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01505
Number of employers contributing to the scheme2013-01-0175
2012: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01457
Total number of active participants reported on line 7a of the Form 55002012-01-01413
Number of retired or separated participants receiving benefits2012-01-0137
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01458
Number of employers contributing to the scheme2012-01-0187
2011: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01508
Total number of active participants reported on line 7a of the Form 55002011-01-01457
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01505
Number of employers contributing to the scheme2011-01-0179
2010: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01754
Total number of active participants reported on line 7a of the Form 55002010-01-01508
Number of retired or separated participants receiving benefits2010-01-0136
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01559
Number of employers contributing to the scheme2010-01-0181
2009: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01749
Total number of active participants reported on line 7a of the Form 55002009-01-01754
Number of retired or separated participants receiving benefits2009-01-0145
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01813
Number of employers contributing to the scheme2009-01-0190

Financial Data on CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN

Measure Date Value
2022 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-58,923
Total unrealized appreciation/depreciation of assets2022-12-31$-58,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,216,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,526,464
Total income from all sources (including contributions)2022-12-31$8,939,501
Total loss/gain on sale of assets2022-12-31$2,313,974
Total of all expenses incurred2022-12-31$12,316,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,901,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,090,520
Value of total assets at end of year2022-12-31$9,824,496
Value of total assets at beginning of year2022-12-31$12,511,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$415,237
Total interest from all sources2022-12-31$11,103
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$168,160
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$168,160
Administrative expenses professional fees incurred2022-12-31$80,307
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$125,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$278,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$333,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,931,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,440,000
Other income not declared elsewhere2022-12-31$21,956
Administrative expenses (other) incurred2022-12-31$329,494
Liabilities. Value of operating payables at end of year2022-12-31$161,391
Liabilities. Value of operating payables at beginning of year2022-12-31$133,806
Total non interest bearing cash at end of year2022-12-31$820,527
Total non interest bearing cash at beginning of year2022-12-31$618,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,376,987
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,607,893
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,984,880
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$5,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,035,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,934,193
Income. Interest from corporate debt instruments2022-12-31$9,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$407,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$203,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$203,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,295
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,144,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,607,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,965,400
Employer contributions (assets) at end of year2022-12-31$931,029
Employer contributions (assets) at beginning of year2022-12-31$987,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,752,841
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$240,456
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$323,551
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,124,212
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$952,658
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$111,613
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$110,620
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$6,739,059
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,425,085
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-19,502
Total unrealized appreciation/depreciation of assets2021-12-31$-19,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,526,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,686,068
Total income from all sources (including contributions)2021-12-31$9,741,703
Total loss/gain on sale of assets2021-12-31$113,592
Total of all expenses incurred2021-12-31$11,831,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,416,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,866,395
Value of total assets at end of year2021-12-31$12,511,344
Value of total assets at beginning of year2021-12-31$12,760,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$415,214
Total interest from all sources2021-12-31$12,442
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$163,917
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$163,917
Administrative expenses professional fees incurred2021-12-31$84,301
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$203,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$333,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$43,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,440,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,981,000
Other income not declared elsewhere2021-12-31$32,176
Administrative expenses (other) incurred2021-12-31$324,524
Liabilities. Value of operating payables at end of year2021-12-31$133,806
Liabilities. Value of operating payables at beginning of year2021-12-31$123,667
Total non interest bearing cash at end of year2021-12-31$618,178
Total non interest bearing cash at beginning of year2021-12-31$749,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,089,987
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,984,880
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,074,867
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$6,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,934,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,224,462
Income. Interest from corporate debt instruments2021-12-31$12,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$203,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$508,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$508,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$936,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$572,683
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$8,663,257
Employer contributions (assets) at end of year2021-12-31$987,584
Employer contributions (assets) at beginning of year2021-12-31$741,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,476,259
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$323,551
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$390,756
Liabilities. Value of benefit claims payable at end of year2021-12-31$952,658
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$581,401
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$110,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$101,625
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$1,024,247
Aggregate carrying amount (costs) on sale of assets2021-12-31$910,655
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$18,730
Total unrealized appreciation/depreciation of assets2020-12-31$18,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,686,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,596,348
Total income from all sources (including contributions)2020-12-31$8,834,507
Total loss/gain on sale of assets2020-12-31$475
Total of all expenses incurred2020-12-31$8,728,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,292,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,840,578
Value of total assets at end of year2020-12-31$12,760,935
Value of total assets at beginning of year2020-12-31$12,565,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$436,127
Total interest from all sources2020-12-31$13,652
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$202,388
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$202,388
Administrative expenses professional fees incurred2020-12-31$90,636
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$109,770
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$43,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,981,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,925,000
Other income not declared elsewhere2020-12-31$2,994
Administrative expenses (other) incurred2020-12-31$339,233
Liabilities. Value of operating payables at end of year2020-12-31$123,667
Liabilities. Value of operating payables at beginning of year2020-12-31$111,140
Total non interest bearing cash at end of year2020-12-31$749,768
Total non interest bearing cash at beginning of year2020-12-31$1,247,171
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$105,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,074,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,968,908
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$6,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,224,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,468,772
Income. Interest from corporate debt instruments2020-12-31$13,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$508,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$548,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$548,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$914,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$755,690
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$7,730,808
Employer contributions (assets) at end of year2020-12-31$741,823
Employer contributions (assets) at beginning of year2020-12-31$772,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,375,095
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$390,756
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$421,550
Liabilities. Value of benefit claims payable at end of year2020-12-31$581,401
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$560,208
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$101,625
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$62,464
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$50,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$49,525
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2020-12-31470836395
2019 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$36,415
Total unrealized appreciation/depreciation of assets2019-12-31$36,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,596,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,142,463
Total income from all sources (including contributions)2019-12-31$8,258,804
Total loss/gain on sale of assets2019-12-31$2,853
Total of all expenses incurred2019-12-31$8,296,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,894,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,969,031
Value of total assets at end of year2019-12-31$12,565,256
Value of total assets at beginning of year2019-12-31$12,149,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$401,737
Total interest from all sources2019-12-31$15,712
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$260,131
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$260,131
Administrative expenses professional fees incurred2019-12-31$94,003
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$104,645
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,925,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,454,800
Other income not declared elsewhere2019-12-31$4,264
Administrative expenses (other) incurred2019-12-31$301,366
Liabilities. Value of operating payables at end of year2019-12-31$111,140
Liabilities. Value of operating payables at beginning of year2019-12-31$97,438
Total non interest bearing cash at end of year2019-12-31$1,247,171
Total non interest bearing cash at beginning of year2019-12-31$768,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-37,662
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,968,908
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,006,570
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$6,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,468,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,250,774
Income. Interest from corporate debt instruments2019-12-31$15,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$548,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$822,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$822,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$204
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$795,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$970,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,864,386
Employer contributions (assets) at end of year2019-12-31$772,101
Employer contributions (assets) at beginning of year2019-12-31$706,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,096,717
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$421,550
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$485,432
Liabilities. Value of benefit claims payable at end of year2019-12-31$560,208
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$590,225
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$62,464
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$74,598
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$855,550
Aggregate carrying amount (costs) on sale of assets2019-12-31$852,697
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 name2019-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2019-12-31470836395
2018 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,414
Total unrealized appreciation/depreciation of assets2018-12-31$1,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,142,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,669,232
Total income from all sources (including contributions)2018-12-31$6,849,850
Total loss/gain on sale of assets2018-12-31$-3,567
Total of all expenses incurred2018-12-31$8,333,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,925,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,953,444
Value of total assets at end of year2018-12-31$12,149,033
Value of total assets at beginning of year2018-12-31$13,159,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$408,376
Total interest from all sources2018-12-31$15,939
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$224,418
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$224,418
Administrative expenses professional fees incurred2018-12-31$109,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$65,740
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$40,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$123,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,454,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,105,000
Other income not declared elsewhere2018-12-31$5,203
Administrative expenses (other) incurred2018-12-31$292,492
Liabilities. Value of operating payables at end of year2018-12-31$97,438
Liabilities. Value of operating payables at beginning of year2018-12-31$101,508
Total non interest bearing cash at end of year2018-12-31$768,475
Total non interest bearing cash at beginning of year2018-12-31$1,526,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,483,822
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,006,570
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,490,392
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$6,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,250,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,391,708
Income. Interest from corporate debt instruments2018-12-31$14,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$822,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$889,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$889,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,663
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$801,167
Asset value of US Government securities at beginning of year2018-12-31$75,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-347,001
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$6,887,704
Employer contributions (assets) at end of year2018-12-31$706,516
Employer contributions (assets) at beginning of year2018-12-31$810,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,121,593
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$485,432
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$315,804
Liabilities. Value of benefit claims payable at end of year2018-12-31$590,225
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$462,724
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$74,598
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$26,302
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$389,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$392,567
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2018-12-31470836395
2017 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-29,474
Total unrealized appreciation/depreciation of assets2017-12-31$-29,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,669,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,192,286
Total income from all sources (including contributions)2017-12-31$7,439,153
Total loss/gain on sale of assets2017-12-31$6,625
Total of all expenses incurred2017-12-31$6,508,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,103,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,818,402
Value of total assets at end of year2017-12-31$13,159,624
Value of total assets at beginning of year2017-12-31$12,752,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$404,830
Total interest from all sources2017-12-31$32,625
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$184,011
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$184,011
Administrative expenses professional fees incurred2017-12-31$102,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$73,380
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,419
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$123,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$76,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,105,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,201,000
Other income not declared elsewhere2017-12-31$1,730
Administrative expenses (other) incurred2017-12-31$296,236
Liabilities. Value of operating payables at end of year2017-12-31$101,508
Liabilities. Value of operating payables at beginning of year2017-12-31$41,756
Total non interest bearing cash at end of year2017-12-31$1,526,891
Total non interest bearing cash at beginning of year2017-12-31$1,144,197
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$930,414
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,490,392
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,559,978
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$6,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,391,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,966,474
Income. Interest from corporate debt instruments2017-12-31$32,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$889,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,151,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,151,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$267
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$785,713
Asset value of US Government securities at end of year2017-12-31$75,196
Asset value of US Government securities at beginning of year2017-12-31$77,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$425,234
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$6,745,022
Employer contributions (assets) at end of year2017-12-31$810,607
Employer contributions (assets) at beginning of year2017-12-31$668,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,315,777
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$315,804
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$662,351
Liabilities. Value of benefit claims payable at end of year2017-12-31$462,724
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$949,530
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$26,302
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$5,551
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$325,606
Aggregate carrying amount (costs) on sale of assets2017-12-31$318,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2017-12-31470836395
2016 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-33,197
Total unrealized appreciation/depreciation of assets2016-12-31$-33,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,192,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,909,667
Total income from all sources (including contributions)2016-12-31$6,711,424
Total loss/gain on sale of assets2016-12-31$-3,706
Total of all expenses incurred2016-12-31$6,944,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,546,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,334,492
Value of total assets at end of year2016-12-31$12,752,264
Value of total assets at beginning of year2016-12-31$12,702,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$397,778
Total interest from all sources2016-12-31$52,873
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$172,779
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$172,779
Administrative expenses professional fees incurred2016-12-31$110,807
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$64,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$41,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$76,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$285,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,201,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,300,000
Other income not declared elsewhere2016-12-31$650
Administrative expenses (other) incurred2016-12-31$282,278
Liabilities. Value of operating payables at end of year2016-12-31$41,756
Liabilities. Value of operating payables at beginning of year2016-12-31$63,612
Total non interest bearing cash at end of year2016-12-31$1,144,197
Total non interest bearing cash at beginning of year2016-12-31$898,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-233,062
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,559,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,793,040
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$4,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,966,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,778,941
Income. Interest from US Government securities2016-12-31$53
Income. Interest from corporate debt instruments2016-12-31$52,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,151,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$987,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$987,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$102
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$736,156
Asset value of US Government securities at end of year2016-12-31$77,104
Asset value of US Government securities at beginning of year2016-12-31$533,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$187,533
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$6,269,767
Employer contributions (assets) at end of year2016-12-31$668,583
Employer contributions (assets) at beginning of year2016-12-31$527,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,769,187
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$662,351
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$683,195
Liabilities. Value of benefit claims payable at end of year2016-12-31$949,530
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$546,055
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$5,551
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$7,237
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$440,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$443,706
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2016-12-31470836395
2015 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-64,595
Total unrealized appreciation/depreciation of assets2015-12-31$-64,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,909,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,650,646
Total income from all sources (including contributions)2015-12-31$6,475,441
Total loss/gain on sale of assets2015-12-31$18,266
Total of all expenses incurred2015-12-31$7,363,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,966,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,408,584
Value of total assets at end of year2015-12-31$12,702,707
Value of total assets at beginning of year2015-12-31$12,331,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$396,174
Total interest from all sources2015-12-31$58,005
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$166,900
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$166,900
Administrative expenses professional fees incurred2015-12-31$115,695
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$44,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$59,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$285,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$106,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,300,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,379,000
Administrative expenses (other) incurred2015-12-31$274,866
Liabilities. Value of operating payables at end of year2015-12-31$63,612
Liabilities. Value of operating payables at beginning of year2015-12-31$25,408
Total non interest bearing cash at end of year2015-12-31$898,892
Total non interest bearing cash at beginning of year2015-12-31$988,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-887,584
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,793,040
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,680,624
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$5,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,778,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,644,595
Income. Interest from US Government securities2015-12-31$18,746
Income. Interest from corporate debt instruments2015-12-31$39,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$987,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,389,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,389,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$588,264
Asset value of US Government securities at end of year2015-12-31$533,163
Asset value of US Government securities at beginning of year2015-12-31$835,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-111,719
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$6,364,269
Employer contributions (assets) at end of year2015-12-31$527,701
Employer contributions (assets) at beginning of year2015-12-31$505,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,319,007
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$683,195
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$847,369
Liabilities. Value of benefit claims payable at end of year2015-12-31$546,055
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$246,238
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$7,237
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$14,196
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$420,079
Aggregate carrying amount (costs) on sale of assets2015-12-31$401,813
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2015-12-31470836395
2014 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-49,541
Total unrealized appreciation/depreciation of assets2014-12-31$-49,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,650,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,878,969
Total income from all sources (including contributions)2014-12-31$6,135,056
Total loss/gain on sale of assets2014-12-31$-443
Total of all expenses incurred2014-12-31$4,994,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,650,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,790,171
Value of total assets at end of year2014-12-31$12,331,270
Value of total assets at beginning of year2014-12-31$11,419,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$344,940
Total interest from all sources2014-12-31$79,347
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$133,951
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$133,951
Administrative expenses professional fees incurred2014-12-31$84,504
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$52,003
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$78,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$106,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$221,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,379,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,557,356
Administrative expenses (other) incurred2014-12-31$255,225
Liabilities. Value of operating payables at end of year2014-12-31$25,408
Liabilities. Value of operating payables at beginning of year2014-12-31$26,149
Total non interest bearing cash at end of year2014-12-31$988,113
Total non interest bearing cash at beginning of year2014-12-31$711,704
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$1,140,071
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,680,624
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,540,553
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$5,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,644,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,463,024
Income. Interest from US Government securities2014-12-31$28,595
Income. Interest from corporate debt instruments2014-12-31$49,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,389,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$715,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$715,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,555
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$478,604
Asset value of US Government securities at end of year2014-12-31$835,396
Asset value of US Government securities at beginning of year2014-12-31$862,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$181,571
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$5,738,168
Employer contributions (assets) at end of year2014-12-31$505,760
Employer contributions (assets) at beginning of year2014-12-31$493,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,092,583
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$847,369
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$935,748
Liabilities. Value of benefit claims payable at end of year2014-12-31$246,238
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$295,464
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$14,196
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$15,806
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$67,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$67,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2014-12-31470836395
2013 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-130,630
Total unrealized appreciation/depreciation of assets2013-12-31$-130,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,878,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,577,530
Total income from all sources (including contributions)2013-12-31$6,142,674
Total loss/gain on sale of assets2013-12-31$18,010
Total of all expenses incurred2013-12-31$4,838,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,380,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,756,436
Value of total assets at end of year2013-12-31$11,419,522
Value of total assets at beginning of year2013-12-31$10,813,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$458,072
Total interest from all sources2013-12-31$115,585
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$79,749
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$79,749
Administrative expenses professional fees incurred2013-12-31$126,396
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$95,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$221,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$82,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,557,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,630,408
Administrative expenses (other) incurred2013-12-31$328,289
Liabilities. Value of operating payables at end of year2013-12-31$26,149
Liabilities. Value of operating payables at beginning of year2013-12-31$71,730
Total non interest bearing cash at end of year2013-12-31$711,704
Total non interest bearing cash at beginning of year2013-12-31$1,077,189
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$1,304,468
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,540,553
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,236,085
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$3,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,463,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,659,855
Income. Interest from US Government securities2013-12-31$24,851
Income. Interest from corporate debt instruments2013-12-31$86,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$715,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,165,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,165,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,620
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$425,103
Asset value of US Government securities at end of year2013-12-31$862,742
Asset value of US Government securities at beginning of year2013-12-31$1,810,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$303,524
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$5,661,214
Employer contributions (assets) at end of year2013-12-31$493,752
Employer contributions (assets) at beginning of year2013-12-31$635,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,955,031
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$935,748
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,342,221
Liabilities. Value of benefit claims payable at end of year2013-12-31$295,464
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$875,392
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$15,806
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$40,065
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$1,245,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,226,990
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2013-12-31470836395
2012 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-41,310
Total unrealized appreciation/depreciation of assets2012-12-31$-41,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,577,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,528,558
Total income from all sources (including contributions)2012-12-31$5,729,618
Total loss/gain on sale of assets2012-12-31$-3,946
Total of all expenses incurred2012-12-31$5,738,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,237,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,366,012
Value of total assets at end of year2012-12-31$10,813,615
Value of total assets at beginning of year2012-12-31$10,773,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$501,690
Total interest from all sources2012-12-31$144,178
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$76,945
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$76,945
Administrative expenses professional fees incurred2012-12-31$119,950
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$117,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$82,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$105,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,630,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,025,000
Administrative expenses (other) incurred2012-12-31$379,619
Liabilities. Value of operating payables at end of year2012-12-31$71,730
Liabilities. Value of operating payables at beginning of year2012-12-31$49,558
Total non interest bearing cash at end of year2012-12-31$1,077,189
Total non interest bearing cash at beginning of year2012-12-31$637,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-9,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,236,085
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,245,240
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$2,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,659,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,472,116
Income. Interest from US Government securities2012-12-31$71,291
Income. Interest from corporate debt instruments2012-12-31$71,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,165,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,500,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,500,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,449
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$179,248
Asset value of US Government securities at end of year2012-12-31$1,810,327
Asset value of US Government securities at beginning of year2012-12-31$1,981,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$187,739
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$5,248,598
Employer contributions (assets) at end of year2012-12-31$635,783
Employer contributions (assets) at beginning of year2012-12-31$554,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,057,835
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,342,221
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,453,669
Liabilities. Value of benefit claims payable at end of year2012-12-31$875,392
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$454,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$40,065
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$68,289
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$240,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$243,946
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 name2012-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2012-12-31470836395
2011 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$73,302
Total unrealized appreciation/depreciation of assets2011-12-31$73,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,528,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,813,000
Total income from all sources (including contributions)2011-12-31$5,766,212
Total loss/gain on sale of assets2011-12-31$-55,416
Total of all expenses incurred2011-12-31$5,721,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,241,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,467,263
Value of total assets at end of year2011-12-31$10,773,798
Value of total assets at beginning of year2011-12-31$12,014,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$480,588
Total interest from all sources2011-12-31$176,759
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,905
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$93,905
Administrative expenses professional fees incurred2011-12-31$114,424
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$214,898
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$105,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$94,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,025,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,883,000
Administrative expenses (other) incurred2011-12-31$358,122
Liabilities. Value of operating payables at end of year2011-12-31$49,558
Liabilities. Value of operating payables at beginning of year2011-12-31$72,839
Total non interest bearing cash at end of year2011-12-31$637,787
Total non interest bearing cash at beginning of year2011-12-31$679,220
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$44,234
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,245,240
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,201,006
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$8,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,472,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,461,717
Income. Interest from US Government securities2011-12-31$80,280
Income. Interest from corporate debt instruments2011-12-31$83,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,500,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,692,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,692,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12,893
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$154,507
Asset value of US Government securities at end of year2011-12-31$1,981,154
Asset value of US Government securities at beginning of year2011-12-31$2,824,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$10,399
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$5,252,365
Employer contributions (assets) at end of year2011-12-31$554,767
Employer contributions (assets) at beginning of year2011-12-31$442,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,086,883
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,453,669
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,723,371
Liabilities. Value of benefit claims payable at end of year2011-12-31$454,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$857,161
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$68,289
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$96,129
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$1,132,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,187,416
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 name2011-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2011-12-31470836395
2010 : CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$46,366
Total unrealized appreciation/depreciation of assets2010-12-31$46,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,813,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,127,625
Total income from all sources (including contributions)2010-12-31$5,731,868
Total loss/gain on sale of assets2010-12-31$-19,139
Total of all expenses incurred2010-12-31$7,578,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,059,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,185,734
Value of total assets at end of year2010-12-31$12,014,006
Value of total assets at beginning of year2010-12-31$14,175,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$519,258
Total interest from all sources2010-12-31$247,370
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,861
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$101,861
Administrative expenses professional fees incurred2010-12-31$115,671
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$266,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$94,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$121,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,883,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,120,000
Administrative expenses (other) incurred2010-12-31$397,127
Liabilities. Value of operating payables at end of year2010-12-31$72,839
Liabilities. Value of operating payables at beginning of year2010-12-31$92,005
Total non interest bearing cash at end of year2010-12-31$679,220
Total non interest bearing cash at beginning of year2010-12-31$418,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,847,116
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,201,006
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,048,122
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
Investment advisory and management fees2010-12-31$6,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,461,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,478,115
Income. Interest from US Government securities2010-12-31$247,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,692,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,923,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,923,027
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$118,654
Asset value of US Government securities at end of year2010-12-31$2,824,020
Asset value of US Government securities at beginning of year2010-12-31$4,064,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$169,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$4,919,018
Employer contributions (assets) at end of year2010-12-31$442,626
Employer contributions (assets) at beginning of year2010-12-31$363,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,941,072
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,723,371
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,686,209
Liabilities. Value of benefit claims payable at end of year2010-12-31$857,161
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$915,620
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$96,129
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$121,160
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$726,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$745,139
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 name2010-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2010-12-31470836395

Form 5500 Responses for CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN

2022: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
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: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 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: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number101935
Policy instance 3
Insurance contract or identification number101935
Number of Individuals Covered2018
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $18,800
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,874,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18800
Additional information about fees paid to insurance brokerPERSISTENCY BONUS & EVENT TICKET
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10470
Policy instance 2
Insurance contract or identification numberSL10470
Number of Individuals Covered745
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Welfare Benefit Premiums Paid to CarrierUSD $643,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered795
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $3,488
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,641
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3488
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number101935
Policy instance 3
Insurance contract or identification number101935
Number of Individuals Covered1914
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $24,659
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,724,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24659
Additional information about fees paid to insurance brokerPERSISTENCY BONUS & EVENT TICKET
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10470
Policy instance 2
Insurance contract or identification numberSL10470
Number of Individuals Covered671
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Welfare Benefit Premiums Paid to CarrierUSD $550,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered743
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $2,518
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2518
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered739
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $2,485
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2485
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE5F10001
Policy instance 2
Insurance contract or identification numberSE5F10001
Number of Individuals Covered621
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Welfare Benefit Premiums Paid to CarrierUSD $479,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number101935
Policy instance 3
Insurance contract or identification number101935
Number of Individuals Covered1851
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $16,720
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,196,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16720
Additional information about fees paid to insurance brokerPERSISTENCY BONUS & EVENT TICKET
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE5F10001
Policy instance 4
Insurance contract or identification numberSE5F10001
Number of Individuals Covered632
Insurance policy start date2019-06-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $268,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number101935
Policy instance 3
Insurance contract or identification number101935
Number of Individuals Covered1617
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $13,527
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,750,267
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13527
Additional information about fees paid to insurance brokerPERSISTENCY BONUS & EVENT TICKET
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSLS
Policy instance 2
Insurance contract or identification number4036150010SSLS
Number of Individuals Covered561
Insurance policy start date2019-01-01
Insurance policy end date2019-05-31
Total amount of fees paid to insurance companyUSD $8,338
Welfare Benefit Premiums Paid to CarrierUSD $165,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8338
Additional information about fees paid to insurance brokerENHANCED COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered1116
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $2,216
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2216
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number305040
Policy instance 3
Insurance contract or identification number305040
Number of Individuals Covered609
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $16,183
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,772,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16183
Additional information about fees paid to insurance brokerPERSISTENCY BONUS & EVENT TICKET
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSLS
Policy instance 2
Insurance contract or identification number4036150010SSLS
Number of Individuals Covered600
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $18,846
Welfare Benefit Premiums Paid to CarrierUSD $538,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18846
Additional information about fees paid to insurance brokerENHANCED COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered566
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $2,093
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2093
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number305040
Policy instance 3
Insurance contract or identification number305040
Number of Individuals Covered594
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $15,809
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,881,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15809
Additional information about fees paid to insurance brokerPERSISTENCY BONUS & EVENT TICKET
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSLS
Policy instance 2
Insurance contract or identification number4036150010SSLS
Number of Individuals Covered583
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $12,930
Welfare Benefit Premiums Paid to CarrierUSD $420,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12930
Additional information about fees paid to insurance brokerENHANCED COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered587
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $2,138
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2138
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered575
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $1,743
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1743
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSLS
Policy instance 2
Insurance contract or identification number4036150010SSLS
Number of Individuals Covered553
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $304,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number305040
Policy instance 3
Insurance contract or identification number305040
Number of Individuals Covered624
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,411,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSLS
Policy instance 2
Insurance contract or identification number4036150010SSLS
Number of Individuals Covered484
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $228,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number305040
Policy instance 3
Insurance contract or identification number305040
Number of Individuals Covered493
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,494,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered466
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $1,862
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1862
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered486
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $1,505
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1505
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSL
Policy instance 2
Insurance contract or identification number4036150010SSL
Number of Individuals Covered487
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $181,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number305040
Policy instance 3
Insurance contract or identification number305040
Number of Individuals Covered514
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,024,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSL
Policy instance 2
Insurance contract or identification number4036150010SSL
Number of Individuals Covered425
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $151,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered425
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $1,824
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1824
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036150010SSL
Policy instance 3
Insurance contract or identification number4036150010SSL
Number of Individuals Covered435
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Welfare Benefit Premiums Paid to CarrierUSD $152,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 2
Insurance contract or identification numberG0007R42
Number of Individuals Covered471
Insurance policy start date2011-01-01
Insurance policy end date2011-06-01
Welfare Benefit Premiums Paid to CarrierUSD $34,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered478
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $1,296
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 1
Insurance contract or identification numberG0007R42
Number of Individuals Covered526
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $1,863
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0007R42
Policy instance 2
Insurance contract or identification numberG0007R42
Number of Individuals Covered526
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $87,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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