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STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 401k Plan overview

Plan NameSTEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND
Plan identification number 503

STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE
Employer identification number (EIN):470587913
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-04-01GARY DIXON2023-12-20 ALEX JAMBOR2023-12-21
5032021-04-01GARY DIXON2023-01-16 ALEX JAMBOR2023-01-17
5032020-04-01BRAD BIRD2022-01-17 ALEX JAMBOR2022-01-17
5032019-04-01BRAD BIRD2021-01-14 ALEX JAMBOR2021-01-14
5032018-04-01BRAD BIRD2020-01-14 ALEX JAMBOR2020-01-14
5032017-04-01
5032016-04-01
5032015-04-01
5032014-04-01MARK ONDRACEK ROBERT BARNES2015-12-23
5032013-04-01MARK ONDRACEK ROBERT BARNES2015-01-14
5032012-04-01MARK ONDRACEK ROBERT BARNES2014-01-13
5032011-04-01MARK ONDRACEK ROBERT BARNES2013-01-14
5032010-04-01MARK MCCOLLEY ROBERT BARNES2012-01-12
5032009-04-01MARK MCCOLLEY ROBERT BARNES2011-01-12

Plan Statistics for STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND

401k plan membership statisitcs for STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND

Measure Date Value
2022: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-04-011,289
Total number of active participants reported on line 7a of the Form 55002022-04-011,128
Number of retired or separated participants receiving benefits2022-04-01316
Total of all active and inactive participants2022-04-011,444
2021: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-04-011,236
Total number of active participants reported on line 7a of the Form 55002021-04-011,000
Number of retired or separated participants receiving benefits2021-04-01289
Total of all active and inactive participants2021-04-011,289
Number of employers contributing to the scheme2021-04-0153
2020: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-04-011,250
Total number of active participants reported on line 7a of the Form 55002020-04-01964
Number of retired or separated participants receiving benefits2020-04-01272
Total of all active and inactive participants2020-04-011,236
Number of employers contributing to the scheme2020-04-0157
2019: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-04-011,163
Total number of active participants reported on line 7a of the Form 55002019-04-01984
Number of retired or separated participants receiving benefits2019-04-01262
Total of all active and inactive participants2019-04-011,246
Number of employers contributing to the scheme2019-04-0165
2018: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-04-011,085
Total number of active participants reported on line 7a of the Form 55002018-04-01893
Number of retired or separated participants receiving benefits2018-04-01270
Total of all active and inactive participants2018-04-011,163
Number of employers contributing to the scheme2018-04-0162
2017: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-04-011,041
Total number of active participants reported on line 7a of the Form 55002017-04-01820
Number of retired or separated participants receiving benefits2017-04-01265
Total of all active and inactive participants2017-04-011,085
Number of employers contributing to the scheme2017-04-0158
2016: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-04-011,041
Total number of active participants reported on line 7a of the Form 55002016-04-01779
Number of retired or separated participants receiving benefits2016-04-01278
Total of all active and inactive participants2016-04-011,057
Number of employers contributing to the scheme2016-04-0161
2015: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-04-01954
Total number of active participants reported on line 7a of the Form 55002015-04-01778
Number of retired or separated participants receiving benefits2015-04-01263
Total of all active and inactive participants2015-04-011,041
Number of employers contributing to the scheme2015-04-0160
2014: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-04-01893
Total number of active participants reported on line 7a of the Form 55002014-04-01700
Number of retired or separated participants receiving benefits2014-04-01254
Total of all active and inactive participants2014-04-01954
Number of employers contributing to the scheme2014-04-0151
2013: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-04-01839
Total number of active participants reported on line 7a of the Form 55002013-04-01646
Number of retired or separated participants receiving benefits2013-04-01247
Total of all active and inactive participants2013-04-01893
Number of employers contributing to the scheme2013-04-0152
2012: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-04-01797
Total number of active participants reported on line 7a of the Form 55002012-04-01602
Number of retired or separated participants receiving benefits2012-04-01237
Total of all active and inactive participants2012-04-01839
Number of employers contributing to the scheme2012-04-0164
2011: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-04-01857
Total number of active participants reported on line 7a of the Form 55002011-04-01565
Number of retired or separated participants receiving benefits2011-04-01232
Total of all active and inactive participants2011-04-01797
Number of employers contributing to the scheme2011-04-0144
2010: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-04-01908
Total number of active participants reported on line 7a of the Form 55002010-04-01652
Number of retired or separated participants receiving benefits2010-04-01205
Total of all active and inactive participants2010-04-01857
Number of employers contributing to the scheme2010-04-0145
2009: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-04-01914
Total number of active participants reported on line 7a of the Form 55002009-04-01695
Number of retired or separated participants receiving benefits2009-04-01213
Total of all active and inactive participants2009-04-01908
Number of employers contributing to the scheme2009-04-0164

Financial Data on STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND

Measure Date Value
2023 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-923,532
Total unrealized appreciation/depreciation of assets2023-03-31$-923,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$2,881,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$2,345,339
Total income from all sources (including contributions)2023-03-31$21,806,253
Total loss/gain on sale of assets2023-03-31$-117,613
Total of all expenses incurred2023-03-31$20,586,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$19,031,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$22,575,538
Value of total assets at end of year2023-03-31$35,958,223
Value of total assets at beginning of year2023-03-31$34,202,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$1,554,939
Total interest from all sources2023-03-31$487,626
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$488,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$488,746
Administrative expenses professional fees incurred2023-03-31$572,568
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$2,500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,574,191
Assets. Other investments not covered elsewhere at end of year2023-03-31$100,262
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$82,728
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$18,502,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$665,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$439,779
Other income not declared elsewhere2023-03-31$358,856
Administrative expenses (other) incurred2023-03-31$936,408
Liabilities. Value of operating payables at end of year2023-03-31$879,351
Liabilities. Value of operating payables at beginning of year2023-03-31$256,899
Total non interest bearing cash at end of year2023-03-31$1,939,114
Total non interest bearing cash at beginning of year2023-03-31$1,210,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$1,219,852
Value of net assets at end of year (total assets less liabilities)2023-03-31$33,076,782
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$31,856,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$45,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$14,470,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$14,390,599
Income. Interest from US Government securities2023-03-31$132,195
Income. Interest from corporate debt instruments2023-03-31$355,431
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$528,969
Asset value of US Government securities at end of year2023-03-31$8,822,435
Asset value of US Government securities at beginning of year2023-03-31$7,719,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-1,063,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$21,001,347
Employer contributions (assets) at end of year2023-03-31$2,274,842
Employer contributions (assets) at beginning of year2023-03-31$1,795,645
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$7,685,343
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$8,563,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Liabilities. Value of benefit claims payable at end of year2023-03-31$2,002,090
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$2,088,440
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$3,954,821
Aggregate carrying amount (costs) on sale of assets2023-03-31$4,072,434
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2023-03-31470387937
2022 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-825,629
Total unrealized appreciation/depreciation of assets2022-03-31$-825,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$2,345,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$2,550,823
Total income from all sources (including contributions)2022-03-31$20,718,178
Total loss/gain on sale of assets2022-03-31$-59,503
Total of all expenses incurred2022-03-31$20,733,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$19,264,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$20,020,888
Value of total assets at end of year2022-03-31$34,202,269
Value of total assets at beginning of year2022-03-31$34,423,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,469,805
Total interest from all sources2022-03-31$361,066
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$551,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$551,279
Administrative expenses professional fees incurred2022-03-31$568,032
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$2,500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$1,404,208
Assets. Other investments not covered elsewhere at end of year2022-03-31$82,728
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$82,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$18,824,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$439,779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$146,260
Administrative expenses (other) incurred2022-03-31$845,959
Liabilities. Value of operating payables at end of year2022-03-31$256,899
Liabilities. Value of operating payables at beginning of year2022-03-31$478,805
Total non interest bearing cash at end of year2022-03-31$1,210,983
Total non interest bearing cash at beginning of year2022-03-31$1,798,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-15,797
Value of net assets at end of year (total assets less liabilities)2022-03-31$31,856,930
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$31,872,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$55,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$14,390,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$15,084,688
Income. Interest from US Government securities2022-03-31$121,188
Income. Interest from corporate debt instruments2022-03-31$239,878
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$440,104
Asset value of US Government securities at end of year2022-03-31$7,719,040
Asset value of US Government securities at beginning of year2022-03-31$8,466,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$670,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$18,616,680
Employer contributions (assets) at end of year2022-03-31$1,795,645
Employer contributions (assets) at beginning of year2022-03-31$1,629,543
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$8,563,495
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$7,215,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Liabilities. Value of benefit claims payable at end of year2022-03-31$2,088,440
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$2,072,018
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$10,677,778
Aggregate carrying amount (costs) on sale of assets2022-03-31$10,737,281
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2022-03-31470387937
2021 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$-240,916
Total unrealized appreciation/depreciation of assets2021-03-31$-240,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$2,550,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$2,951,223
Total income from all sources (including contributions)2021-03-31$25,079,071
Total loss/gain on sale of assets2021-03-31$11,274
Total of all expenses incurred2021-03-31$19,101,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$17,692,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$18,869,856
Value of total assets at end of year2021-03-31$34,423,550
Value of total assets at beginning of year2021-03-31$28,845,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$1,408,242
Total interest from all sources2021-03-31$403,314
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$293,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$293,051
Administrative expenses professional fees incurred2021-03-31$509,294
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$2,500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$1,352,023
Assets. Other investments not covered elsewhere at end of year2021-03-31$82,714
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$73,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-03-31$17,193,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$146,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$655,440
Administrative expenses (other) incurred2021-03-31$836,383
Liabilities. Value of operating payables at end of year2021-03-31$478,805
Liabilities. Value of operating payables at beginning of year2021-03-31$782,782
Total non interest bearing cash at end of year2021-03-31$1,798,194
Total non interest bearing cash at beginning of year2021-03-31$4,103,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$5,978,009
Value of net assets at end of year (total assets less liabilities)2021-03-31$31,872,727
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$25,894,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$62,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$15,084,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$8,458,145
Income. Interest from US Government securities2021-03-31$101,737
Income. Interest from corporate debt instruments2021-03-31$301,577
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$498,849
Asset value of US Government securities at end of year2021-03-31$8,466,538
Asset value of US Government securities at beginning of year2021-03-31$8,446,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$5,742,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$17,517,833
Employer contributions (assets) at end of year2021-03-31$1,629,543
Employer contributions (assets) at beginning of year2021-03-31$1,578,602
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$7,215,613
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$5,530,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Liabilities. Value of benefit claims payable at end of year2021-03-31$2,072,018
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$2,168,441
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$10,218,398
Aggregate carrying amount (costs) on sale of assets2021-03-31$10,207,124
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2021-03-31470387937
2020 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$610,043
Total unrealized appreciation/depreciation of assets2020-03-31$610,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$2,951,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$2,177,209
Total income from all sources (including contributions)2020-03-31$17,945,862
Total loss/gain on sale of assets2020-03-31$69,330
Total of all expenses incurred2020-03-31$17,660,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$16,314,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$18,901,546
Value of total assets at end of year2020-03-31$28,845,941
Value of total assets at beginning of year2020-03-31$27,786,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$1,346,196
Total interest from all sources2020-03-31$347,930
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$345,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$345,283
Administrative expenses professional fees incurred2020-03-31$488,787
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$2,500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$1,273,440
Assets. Other investments not covered elsewhere at end of year2020-03-31$73,359
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$65,016
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$15,996,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$655,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$565,125
Other income not declared elsewhere2020-03-31$190,999
Administrative expenses (other) incurred2020-03-31$808,928
Liabilities. Value of operating payables at end of year2020-03-31$782,782
Liabilities. Value of operating payables at beginning of year2020-03-31$718,535
Total non interest bearing cash at end of year2020-03-31$4,103,458
Total non interest bearing cash at beginning of year2020-03-31$3,659,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$285,199
Value of net assets at end of year (total assets less liabilities)2020-03-31$25,894,718
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$25,609,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$48,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$8,458,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$10,023,381
Income. Interest from US Government securities2020-03-31$172,551
Income. Interest from corporate debt instruments2020-03-31$175,379
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$318,376
Asset value of US Government securities at end of year2020-03-31$8,446,686
Asset value of US Government securities at beginning of year2020-03-31$6,801,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-2,519,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$17,628,106
Employer contributions (assets) at end of year2020-03-31$1,578,602
Employer contributions (assets) at beginning of year2020-03-31$1,743,884
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$5,530,251
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$4,928,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Liabilities. Value of benefit claims payable at end of year2020-03-31$2,168,441
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$1,458,674
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$7,266,310
Aggregate carrying amount (costs) on sale of assets2020-03-31$7,196,980
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2020-03-31470387937
2019 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-249,242
Total unrealized appreciation/depreciation of assets2019-03-31$-249,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$2,177,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$1,378,995
Total income from all sources (including contributions)2019-03-31$17,468,492
Total loss/gain on sale of assets2019-03-31$-29,193
Total of all expenses incurred2019-03-31$14,176,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$12,925,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$16,717,129
Value of total assets at end of year2019-03-31$27,786,728
Value of total assets at beginning of year2019-03-31$23,696,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$1,251,761
Total interest from all sources2019-03-31$319,678
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$491,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$491,495
Administrative expenses professional fees incurred2019-03-31$453,383
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$2,500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$1,243,473
Assets. Other investments not covered elsewhere at end of year2019-03-31$65,016
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$48,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$12,597,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$565,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$736,466
Other income not declared elsewhere2019-03-31$218,625
Administrative expenses (other) incurred2019-03-31$756,376
Liabilities. Value of operating payables at end of year2019-03-31$718,535
Liabilities. Value of operating payables at beginning of year2019-03-31$132,879
Total non interest bearing cash at end of year2019-03-31$3,659,041
Total non interest bearing cash at beginning of year2019-03-31$1,909,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$3,291,656
Value of net assets at end of year (total assets less liabilities)2019-03-31$25,609,519
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$22,317,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$42,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$10,023,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$10,098,881
Income. Interest from US Government securities2019-03-31$127,754
Income. Interest from corporate debt instruments2019-03-31$191,924
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$327,989
Asset value of US Government securities at end of year2019-03-31$6,801,798
Asset value of US Government securities at beginning of year2019-03-31$4,862,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$15,473,656
Employer contributions (assets) at end of year2019-03-31$1,743,884
Employer contributions (assets) at beginning of year2019-03-31$1,241,620
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$4,928,483
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$4,799,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Liabilities. Value of benefit claims payable at end of year2019-03-31$1,458,674
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$1,246,116
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$6,447,286
Aggregate carrying amount (costs) on sale of assets2019-03-31$6,476,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2019-03-31470387937
2018 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-163,039
Total unrealized appreciation/depreciation of assets2018-03-31$-163,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$1,378,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$1,524,947
Total income from all sources (including contributions)2018-03-31$16,279,670
Total loss/gain on sale of assets2018-03-31$-83,132
Total of all expenses incurred2018-03-31$12,253,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$11,064,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$14,541,347
Value of total assets at end of year2018-03-31$23,696,858
Value of total assets at beginning of year2018-03-31$19,816,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$1,189,037
Total interest from all sources2018-03-31$244,683
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$341,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$341,839
Administrative expenses professional fees incurred2018-03-31$435,386
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$2,500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$1,162,561
Assets. Other investments not covered elsewhere at end of year2018-03-31$48,869
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$44,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$10,769,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$736,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$429,420
Other income not declared elsewhere2018-03-31$370,811
Administrative expenses (other) incurred2018-03-31$713,254
Liabilities. Value of operating payables at end of year2018-03-31$132,879
Liabilities. Value of operating payables at beginning of year2018-03-31$70,351
Total non interest bearing cash at end of year2018-03-31$1,909,530
Total non interest bearing cash at beginning of year2018-03-31$323,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$4,026,430
Value of net assets at end of year (total assets less liabilities)2018-03-31$22,317,863
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$18,291,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$40,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$10,098,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$9,446,483
Income. Interest from US Government securities2018-03-31$93,333
Income. Interest from corporate debt instruments2018-03-31$151,350
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$294,971
Asset value of US Government securities at end of year2018-03-31$4,862,412
Asset value of US Government securities at beginning of year2018-03-31$4,099,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$1,027,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$13,378,786
Employer contributions (assets) at end of year2018-03-31$1,241,620
Employer contributions (assets) at beginning of year2018-03-31$991,338
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$4,799,080
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$4,481,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Liabilities. Value of benefit claims payable at end of year2018-03-31$1,246,116
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$1,454,596
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$5,029,903
Aggregate carrying amount (costs) on sale of assets2018-03-31$5,113,035
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2018-03-31470387937
2017 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$29,907
Total unrealized appreciation/depreciation of assets2017-03-31$29,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$1,524,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$1,564,043
Total income from all sources (including contributions)2017-03-31$14,339,570
Total loss/gain on sale of assets2017-03-31$-78,318
Total of all expenses incurred2017-03-31$13,755,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$12,643,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$12,241,390
Value of total assets at end of year2017-03-31$19,816,380
Value of total assets at beginning of year2017-03-31$19,271,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$1,112,288
Total interest from all sources2017-03-31$214,779
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$240,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$240,107
Administrative expenses professional fees incurred2017-03-31$386,688
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$2,500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$1,122,690
Assets. Other investments not covered elsewhere at end of year2017-03-31$44,579
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$44,440
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$12,322,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$429,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$252,216
Other income not declared elsewhere2017-03-31$336,045
Administrative expenses (other) incurred2017-03-31$686,038
Liabilities. Value of operating payables at end of year2017-03-31$70,351
Liabilities. Value of operating payables at beginning of year2017-03-31$527,079
Total non interest bearing cash at end of year2017-03-31$323,911
Total non interest bearing cash at beginning of year2017-03-31$115,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$583,880
Value of net assets at end of year (total assets less liabilities)2017-03-31$18,291,433
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$17,707,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$39,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$9,446,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$8,585,626
Income. Interest from US Government securities2017-03-31$59,757
Income. Interest from corporate debt instruments2017-03-31$150,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$4,040
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$321,307
Asset value of US Government securities at end of year2017-03-31$4,099,256
Asset value of US Government securities at beginning of year2017-03-31$5,285,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$1,355,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$11,118,700
Employer contributions (assets) at end of year2017-03-31$991,338
Employer contributions (assets) at beginning of year2017-03-31$939,091
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$4,481,393
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$4,048,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Liabilities. Value of benefit claims payable at end of year2017-03-31$1,454,596
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$1,036,964
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$8,420,235
Aggregate carrying amount (costs) on sale of assets2017-03-31$8,498,553
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2017-03-31470387937
2016 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$26,815
Total unrealized appreciation/depreciation of assets2016-03-31$26,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$1,564,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$2,107,329
Total income from all sources (including contributions)2016-03-31$11,255,892
Total loss/gain on sale of assets2016-03-31$-26,337
Total of all expenses incurred2016-03-31$12,545,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$11,436,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$11,033,849
Value of total assets at end of year2016-03-31$19,271,596
Value of total assets at beginning of year2016-03-31$21,104,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,108,611
Total income from rents2016-03-31$1,470
Total interest from all sources2016-03-31$201,792
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$371,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$371,513
Administrative expenses professional fees incurred2016-03-31$422,349
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$2,500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$935,830
Assets. Other investments not covered elsewhere at end of year2016-03-31$44,440
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$28,046
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$11,097,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$252,216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$207,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$876,413
Other income not declared elsewhere2016-03-31$126,731
Administrative expenses (other) incurred2016-03-31$641,384
Liabilities. Value of operating payables at end of year2016-03-31$527,079
Liabilities. Value of operating payables at beginning of year2016-03-31$511,028
Total non interest bearing cash at end of year2016-03-31$115,732
Total non interest bearing cash at beginning of year2016-03-31$9,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-1,289,120
Value of net assets at end of year (total assets less liabilities)2016-03-31$17,707,553
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$18,996,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$44,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$8,585,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$5,008,917
Income. Interest from US Government securities2016-03-31$79,804
Income. Interest from corporate debt instruments2016-03-31$115,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$3,118,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$3,118,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$6,924
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$339,230
Asset value of US Government securities at end of year2016-03-31$5,285,611
Asset value of US Government securities at beginning of year2016-03-31$10,321,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-479,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$10,098,019
Employer contributions (assets) at end of year2016-03-31$939,091
Employer contributions (assets) at beginning of year2016-03-31$926,836
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$4,048,880
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$1,483,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Liabilities. Value of benefit claims payable at end of year2016-03-31$1,036,964
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$719,888
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$18,266,261
Aggregate carrying amount (costs) on sale of assets2016-03-31$18,292,598
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31O'DONNELL,FICENEC,WILLS & FERDIG,LL
Accountancy firm EIN2016-03-31470387937
2015 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$44,940
Total unrealized appreciation/depreciation of assets2015-03-31$44,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$2,107,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$903,836
Total income from all sources (including contributions)2015-03-31$11,191,937
Total loss/gain on sale of assets2015-03-31$-44,763
Total of all expenses incurred2015-03-31$11,204,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$10,099,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$10,735,029
Value of total assets at end of year2015-03-31$21,104,002
Value of total assets at beginning of year2015-03-31$19,913,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,105,269
Total income from rents2015-03-31$2,291
Total interest from all sources2015-03-31$106,994
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$189,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$189,310
Administrative expenses professional fees incurred2015-03-31$286,891
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$2,500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$901,230
Assets. Other investments not covered elsewhere at end of year2015-03-31$28,046
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$18,753
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-03-31$9,745,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$207,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$171,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$876,413
Other income not declared elsewhere2015-03-31$70,604
Administrative expenses (other) incurred2015-03-31$769,852
Liabilities. Value of operating payables at end of year2015-03-31$511,028
Liabilities. Value of operating payables at beginning of year2015-03-31$280,148
Total non interest bearing cash at end of year2015-03-31$9,073
Total non interest bearing cash at beginning of year2015-03-31$343,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-12,491
Value of net assets at end of year (total assets less liabilities)2015-03-31$18,996,673
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$19,009,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$48,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$5,008,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$3,471,863
Income. Interest from US Government securities2015-03-31$98,883
Income. Interest from corporate debt instruments2015-03-31$802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$3,118,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$579,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$579,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$7,309
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$353,209
Asset value of US Government securities at end of year2015-03-31$10,321,322
Asset value of US Government securities at beginning of year2015-03-31$14,608,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$87,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$9,833,799
Employer contributions (assets) at end of year2015-03-31$926,836
Employer contributions (assets) at beginning of year2015-03-31$717,452
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$1,483,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Liabilities. Value of benefit claims payable at end of year2015-03-31$719,888
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$623,688
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$2,751
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$5,716,796
Aggregate carrying amount (costs) on sale of assets2015-03-31$5,761,559
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2015-03-31470387937
2014 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$-78,317
Total unrealized appreciation/depreciation of assets2014-03-31$-78,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$903,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$836,309
Total income from all sources (including contributions)2014-03-31$10,427,692
Total loss/gain on sale of assets2014-03-31$-39,906
Total of all expenses incurred2014-03-31$9,493,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$8,543,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$9,737,385
Value of total assets at end of year2014-03-31$19,913,000
Value of total assets at beginning of year2014-03-31$18,910,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$949,134
Total income from rents2014-03-31$2,291
Total interest from all sources2014-03-31$141,905
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$125,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$125,430
Administrative expenses professional fees incurred2014-03-31$207,933
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$2,500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$917,347
Assets. Other investments not covered elsewhere at end of year2014-03-31$18,753
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$28,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$8,230,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$171,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$261,295
Other income not declared elsewhere2014-03-31$88,825
Administrative expenses (other) incurred2014-03-31$704,513
Liabilities. Value of operating payables at end of year2014-03-31$280,148
Liabilities. Value of operating payables at beginning of year2014-03-31$324,994
Total non interest bearing cash at end of year2014-03-31$343,132
Total non interest bearing cash at beginning of year2014-03-31$289,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$934,677
Value of net assets at end of year (total assets less liabilities)2014-03-31$19,009,164
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$18,074,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$36,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$3,471,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$2,420,784
Income. Interest from US Government securities2014-03-31$141,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$579,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$643
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$313,719
Asset value of US Government securities at end of year2014-03-31$14,608,235
Asset value of US Government securities at beginning of year2014-03-31$15,131,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$450,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$8,820,038
Employer contributions (assets) at end of year2014-03-31$717,452
Employer contributions (assets) at beginning of year2014-03-31$773,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Liabilities. Value of benefit claims payable at end of year2014-03-31$623,688
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$511,315
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$2,751
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$4,375
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$3,450,000
Aggregate carrying amount (costs) on sale of assets2014-03-31$3,489,906
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31O'DONNELL, FICENEC, WILLS & FERDIG
Accountancy firm EIN2014-03-31470387937
2013 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$-43,599
Total unrealized appreciation/depreciation of assets2013-03-31$-43,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$836,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$739,641
Total income from all sources (including contributions)2013-03-31$10,000,752
Total loss/gain on sale of assets2013-03-31$-32,441
Total of all expenses incurred2013-03-31$8,481,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$7,635,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$9,531,993
Value of total assets at end of year2013-03-31$18,910,796
Value of total assets at beginning of year2013-03-31$17,295,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$845,702
Total income from rents2013-03-31$2,291
Total interest from all sources2013-03-31$114,986
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$42,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$42,152
Administrative expenses professional fees incurred2013-03-31$148,287
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$750,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$914,465
Assets. Other investments not covered elsewhere at end of year2013-03-31$28,800
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$28,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-03-31$7,411,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$261,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$66,048
Other income not declared elsewhere2013-03-31$88,489
Administrative expenses (other) incurred2013-03-31$647,009
Liabilities. Value of operating payables at end of year2013-03-31$324,994
Liabilities. Value of operating payables at beginning of year2013-03-31$186,809
Total non interest bearing cash at end of year2013-03-31$289,948
Total non interest bearing cash at beginning of year2013-03-31$193,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,519,069
Value of net assets at end of year (total assets less liabilities)2013-03-31$18,074,487
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$16,555,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$50,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$2,420,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$836,153
Income. Interest from US Government securities2013-03-31$106,283
Income. Interest from corporate debt instruments2013-03-31$8,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$617
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$224,207
Asset value of US Government securities at end of year2013-03-31$15,131,736
Asset value of US Government securities at beginning of year2013-03-31$14,771,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$296,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$8,617,528
Employer contributions (assets) at end of year2013-03-31$773,858
Employer contributions (assets) at beginning of year2013-03-31$737,318
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$656,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Liabilities. Value of benefit claims payable at end of year2013-03-31$511,315
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$552,832
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$4,375
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$5,706
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$1,925,000
Aggregate carrying amount (costs) on sale of assets2013-03-31$1,957,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31O'DONNELL, FICENEC, WILLS & FERDIG
Accountancy firm EIN2013-03-31470387937
2012 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-1,218
Total unrealized appreciation/depreciation of assets2012-03-31$-1,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$739,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$893,326
Total income from all sources (including contributions)2012-03-31$8,899,270
Total of all expenses incurred2012-03-31$7,875,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$7,132,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$8,609,386
Value of total assets at end of year2012-03-31$17,295,059
Value of total assets at beginning of year2012-03-31$16,424,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$743,166
Total income from rents2012-03-31$2,278
Total interest from all sources2012-03-31$112,164
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$10,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$10,102
Administrative expenses professional fees incurred2012-03-31$113,338
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$750,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$947,729
Assets. Other investments not covered elsewhere at end of year2012-03-31$28,697
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$40,034
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$6,787,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$66,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$169,117
Other income not declared elsewhere2012-03-31$87,475
Administrative expenses (other) incurred2012-03-31$608,808
Liabilities. Value of operating payables at end of year2012-03-31$186,809
Liabilities. Value of operating payables at beginning of year2012-03-31$190,960
Total non interest bearing cash at end of year2012-03-31$193,888
Total non interest bearing cash at beginning of year2012-03-31$191,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$1,023,942
Value of net assets at end of year (total assets less liabilities)2012-03-31$16,555,418
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$15,531,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$21,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$836,153
Income. Interest from US Government securities2012-03-31$85,863
Income. Interest from corporate debt instruments2012-03-31$26,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$203
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$344,214
Asset value of US Government securities at end of year2012-03-31$14,771,243
Asset value of US Government securities at beginning of year2012-03-31$13,966,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$79,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$7,661,657
Employer contributions (assets) at end of year2012-03-31$737,318
Employer contributions (assets) at beginning of year2012-03-31$724,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$0
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$656,006
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$1,320,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Liabilities. Value of benefit claims payable at end of year2012-03-31$552,832
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$702,366
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$5,706
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$11,896
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2012-03-31470387937
2011 : STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$-1,487
Total unrealized appreciation/depreciation of assets2011-03-31$-1,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$893,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,165,239
Total income from all sources (including contributions)2011-03-31$8,749,045
Total loss/gain on sale of assets2011-03-31$-32,907
Total of all expenses incurred2011-03-31$7,829,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$7,058,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$8,394,286
Value of total assets at end of year2011-03-31$16,424,802
Value of total assets at beginning of year2011-03-31$15,777,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$770,349
Total income from rents2011-03-31$2,263
Total interest from all sources2011-03-31$163,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$98,688
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$750,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$931,598
Assets. Other investments not covered elsewhere at end of year2011-03-31$40,034
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$42,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-03-31$6,676,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$169,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$20,218
Other income not declared elsewhere2011-03-31$222,933
Administrative expenses (other) incurred2011-03-31$638,161
Liabilities. Value of operating payables at end of year2011-03-31$190,960
Liabilities. Value of operating payables at beginning of year2011-03-31$178,622
Total non interest bearing cash at end of year2011-03-31$191,705
Total non interest bearing cash at beginning of year2011-03-31$182,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$919,712
Value of net assets at end of year (total assets less liabilities)2011-03-31$15,531,476
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$14,611,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$33,500
Interest earned on other investments2011-03-31$390
Income. Interest from US Government securities2011-03-31$136,135
Income. Interest from corporate debt instruments2011-03-31$27,432
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$369,533
Asset value of US Government securities at end of year2011-03-31$13,966,748
Asset value of US Government securities at beginning of year2011-03-31$13,528,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$7,462,688
Employer contributions (assets) at end of year2011-03-31$724,729
Employer contributions (assets) at beginning of year2011-03-31$661,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$12,827
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$1,320,573
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$1,315,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Liabilities. Value of benefit claims payable at end of year2011-03-31$702,366
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$986,617
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$11,896
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$27,341
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$2,475,000
Aggregate carrying amount (costs) on sale of assets2011-03-31$2,507,907
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31O'DONNELL, FICENEC, WILLS & FERDIG,
Accountancy firm EIN2011-03-31470387937

Form 5500 Responses for STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND

2022: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan 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 number101933
Policy instance 2
Insurance contract or identification number101933
Number of Individuals Covered1403
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $861,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered1201
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $409,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered1117
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $354,475
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 number300314
Policy instance 2
Insurance contract or identification number300314
Number of Individuals Covered1308
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $796,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered1026
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $316,956
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 number300314
Policy instance 2
Insurance contract or identification number300314
Number of Individuals Covered1259
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $771,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered1033
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $283,616
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 number300314
Policy instance 2
Insurance contract or identification number300314
Number of Individuals Covered1265
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $734,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered914
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $240,030
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 number300314
Policy instance 2
Insurance contract or identification number300314
Number of Individuals Covered1139
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $618,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered848
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $210,489
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 number300314
Policy instance 2
Insurance contract or identification number300314
Number of Individuals Covered1054
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $575,908
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 number300314
Policy instance 3
Insurance contract or identification number300314
Number of Individuals Covered1043
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $496,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 096H3
Policy instance 2
Insurance contract or identification numberGLUG 096H3
Number of Individuals Covered947
Insurance policy start date2015-05-01
Insurance policy end date2016-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $142,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered802
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $188,437
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 number300314
Policy instance 3
Insurance contract or identification number300314
Number of Individuals Covered927
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $456,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 096H3
Policy instance 2
Insurance contract or identification numberGLUG 096H3
Number of Individuals Covered916
Insurance policy start date2014-05-01
Insurance policy end date2015-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $132,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered732
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $270,002
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 number300314
Policy instance 3
Insurance contract or identification number300314
Number of Individuals Covered881
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $439,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 096H3
Policy instance 2
Insurance contract or identification numberGLUG 096H3
Number of Individuals Covered844
Insurance policy start date2013-05-01
Insurance policy end date2014-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $127,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered695
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $262,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered685
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $241,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 096H3
Policy instance 2
Insurance contract or identification numberGLUG 096H3
Number of Individuals Covered827
Insurance policy start date2012-05-01
Insurance policy end date2013-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $121,877
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 number300314
Policy instance 3
Insurance contract or identification number300314
Number of Individuals Covered868
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $429,280
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 number04946
Policy instance 3
Insurance contract or identification number04946
Number of Individuals Covered805
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 096H3
Policy instance 2
Insurance contract or identification numberGLUG 096H3
Number of Individuals Covered764
Insurance policy start date2011-05-01
Insurance policy end date2012-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $114,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered628
Insurance policy start date2011-04-01
Insurance policy end date2012-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $232,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10082
Policy instance 1
Insurance contract or identification numberSL10082
Number of Individuals Covered637
Insurance policy start date2010-04-01
Insurance policy end date2011-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $220,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 096H3
Policy instance 2
Insurance contract or identification numberGLUG 096H3
Number of Individuals Covered755
Insurance policy start date2010-05-01
Insurance policy end date2011-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $108,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30014333
Policy instance 3
Insurance contract or identification number30014333
Number of Individuals Covered0
Insurance policy start date2010-04-01
Insurance policy end date2010-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,583
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 number04946
Policy instance 4
Insurance contract or identification number04946
Number of Individuals Covered813
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $421,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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