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IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 401k Plan overview

Plan NameIRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN
Plan identification number 501

IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN Benefits

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

401k Sponsoring company profile

IRONWORKERS LOCAL 549-550 MEDICAL AND BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:IRONWORKERS LOCAL 549-550 MEDICAL AND BENEFIT PLAN
Employer identification number (EIN):510168650
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01BENGY SWANSON GINNY FAVEDE2018-10-22
5012016-04-01BENGY SWANSON KEITH LEPAGE2017-10-25
5012015-04-01BENGY SWANSON KEITH LEPAGE2016-12-07
5012015-04-01BENGY SWANSON KEITH LEPAGE2016-12-07
5012014-04-01BENGY SWANSON KEITH LEPAGE2015-11-23
5012013-04-01KEITH HUGHES KEITH LEPAGE2014-10-29
5012012-04-01KEITH HUGHES KEITH LEPAGE2013-10-10
5012011-04-01KEITH HUGHES ERIKKA STORCH2012-10-08
5012010-04-01KEITH HUGHES ERIKKA STORCH2011-10-28
5012009-04-01KEITH HUGHES ERIKKA STORCH2011-01-07

Plan Statistics for IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN

401k plan membership statisitcs for IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN

Measure Date Value
2022: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01859
Total number of active participants reported on line 7a of the Form 55002022-04-01606
Number of retired or separated participants receiving benefits2022-04-01313
Total of all active and inactive participants2022-04-01919
Number of employers contributing to the scheme2022-04-01116
2021: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01830
Total number of active participants reported on line 7a of the Form 55002021-04-01569
Number of retired or separated participants receiving benefits2021-04-01290
Total of all active and inactive participants2021-04-01859
Number of employers contributing to the scheme2021-04-01128
2020: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01854
Total number of active participants reported on line 7a of the Form 55002020-04-01562
Number of retired or separated participants receiving benefits2020-04-01268
Total of all active and inactive participants2020-04-01830
Number of employers contributing to the scheme2020-04-01114
2019: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01846
Total number of active participants reported on line 7a of the Form 55002019-04-01635
Number of retired or separated participants receiving benefits2019-04-01219
Total of all active and inactive participants2019-04-01854
Number of employers contributing to the scheme2019-04-01140
2018: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01872
Total number of active participants reported on line 7a of the Form 55002018-04-01625
Number of retired or separated participants receiving benefits2018-04-01221
Total of all active and inactive participants2018-04-01846
Number of employers contributing to the scheme2018-04-01133
2017: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01834
Total number of active participants reported on line 7a of the Form 55002017-04-01576
Number of retired or separated participants receiving benefits2017-04-01296
Total of all active and inactive participants2017-04-01872
Number of employers contributing to the scheme2017-04-01121
2016: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01928
Total number of active participants reported on line 7a of the Form 55002016-04-01542
Number of retired or separated participants receiving benefits2016-04-01292
Total of all active and inactive participants2016-04-01834
Number of employers contributing to the scheme2016-04-01128
2015: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01887
Total number of active participants reported on line 7a of the Form 55002015-04-01628
Number of retired or separated participants receiving benefits2015-04-01300
Total of all active and inactive participants2015-04-01928
Number of employers contributing to the scheme2015-04-01141
2014: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01871
Total number of active participants reported on line 7a of the Form 55002014-04-01597
Number of retired or separated participants receiving benefits2014-04-01290
Total of all active and inactive participants2014-04-01887
Number of employers contributing to the scheme2014-04-01149
2013: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01877
Total number of active participants reported on line 7a of the Form 55002013-04-01566
Number of retired or separated participants receiving benefits2013-04-01305
Total of all active and inactive participants2013-04-01871
Number of employers contributing to the scheme2013-04-01132
2012: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01877
Total number of active participants reported on line 7a of the Form 55002012-04-01563
Number of retired or separated participants receiving benefits2012-04-01314
Total of all active and inactive participants2012-04-01877
Number of employers contributing to the scheme2012-04-01131
2011: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01861
Total number of active participants reported on line 7a of the Form 55002011-04-01560
Number of retired or separated participants receiving benefits2011-04-01317
Total of all active and inactive participants2011-04-01877
Number of employers contributing to the scheme2011-04-01173
2010: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01851
Total number of active participants reported on line 7a of the Form 55002010-04-01549
Number of retired or separated participants receiving benefits2010-04-01312
Total of all active and inactive participants2010-04-01861
Number of employers contributing to the scheme2010-04-01136
2009: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,099
Total number of active participants reported on line 7a of the Form 55002009-04-01547
Number of retired or separated participants receiving benefits2009-04-01304
Total of all active and inactive participants2009-04-01851
Total participants2009-04-01851
Number of employers contributing to the scheme2009-04-01154

Financial Data on IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN

Measure Date Value
2023 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$1,063,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$1,178,768
Total income from all sources (including contributions)2023-03-31$10,368,399
Total of all expenses incurred2023-03-31$9,802,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$8,703,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$10,580,408
Value of total assets at end of year2023-03-31$13,711,104
Value of total assets at beginning of year2023-03-31$13,260,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$1,098,770
Total interest from all sources2023-03-31$19,404
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$147,111
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$147,111
Administrative expenses professional fees incurred2023-03-31$169,461
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$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$938,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$196,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$81,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$38,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$53,214
Administrative expenses (other) incurred2023-03-31$62,004
Liabilities. Value of operating payables at end of year2023-03-31$89,621
Liabilities. Value of operating payables at beginning of year2023-03-31$100,554
Total non interest bearing cash at end of year2023-03-31$3,799,347
Total non interest bearing cash at beginning of year2023-03-31$3,407,701
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$566,192
Value of net assets at end of year (total assets less liabilities)2023-03-31$12,647,908
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$12,081,716
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$25,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$6,662,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$6,910,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$2,178,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$1,810,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$1,810,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$19,404
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$1,428,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-378,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
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$9,641,589
Employer contributions (assets) at end of year2023-03-31$873,601
Employer contributions (assets) at beginning of year2023-03-31$1,051,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$7,274,585
Contract administrator fees2023-03-31$841,307
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$935,000
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$1,025,000
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
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31KOZICKI HUGHES TICKERHOOF
Accountancy firm EIN2023-03-31550526247
2022 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$1,178,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$1,324,180
Total income from all sources (including contributions)2022-03-31$10,886,825
Total of all expenses incurred2022-03-31$10,263,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$9,159,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$10,915,529
Value of total assets at end of year2022-03-31$13,260,484
Value of total assets at beginning of year2022-03-31$12,782,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,103,693
Total interest from all sources2022-03-31$436
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$143,524
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$143,524
Administrative expenses professional fees incurred2022-03-31$112,854
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$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$1,024,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$81,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$88,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$53,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$70,201
Other income not declared elsewhere2022-03-31$6
Administrative expenses (other) incurred2022-03-31$45,056
Liabilities. Value of operating payables at end of year2022-03-31$100,554
Liabilities. Value of operating payables at beginning of year2022-03-31$83,979
Total non interest bearing cash at end of year2022-03-31$3,407,701
Total non interest bearing cash at beginning of year2022-03-31$2,860,712
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$623,317
Value of net assets at end of year (total assets less liabilities)2022-03-31$12,081,716
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$11,458,399
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$26,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$6,910,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$7,455,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$1,810,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$1,701,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$1,701,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$436
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$1,408,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-172,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
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$9,891,063
Employer contributions (assets) at end of year2022-03-31$1,051,444
Employer contributions (assets) at beginning of year2022-03-31$676,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$7,751,054
Contract administrator fees2022-03-31$919,353
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$1,025,000
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$1,170,000
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
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2022-03-31550526247
2021 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$1,324,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$940,768
Total income from all sources (including contributions)2021-03-31$10,393,028
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$9,675,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$8,643,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$9,625,404
Value of total assets at end of year2021-03-31$12,782,579
Value of total assets at beginning of year2021-03-31$11,681,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$1,031,755
Total interest from all sources2021-03-31$749
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$200,092
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$200,092
Administrative expenses professional fees incurred2021-03-31$109,697
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$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$1,093,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$88,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$89,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$70,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$66,418
Other income not declared elsewhere2021-03-31$31
Administrative expenses (other) incurred2021-03-31$35,168
Liabilities. Value of operating payables at end of year2021-03-31$83,979
Liabilities. Value of operating payables at beginning of year2021-03-31$112,753
Total non interest bearing cash at end of year2021-03-31$2,860,712
Total non interest bearing cash at beginning of year2021-03-31$2,278,794
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$717,775
Value of net assets at end of year (total assets less liabilities)2021-03-31$11,458,399
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$10,740,624
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$10,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$7,455,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$5,188,625
Income. Interest from US Government securities2021-03-31$0
Income. Interest from corporate debt instruments2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$1,701,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$3,440,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$3,440,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$749
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$1,438,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$566,752
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$8,531,955
Employer contributions (assets) at end of year2021-03-31$676,868
Employer contributions (assets) at beginning of year2021-03-31$683,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$7,204,573
Contract administrator fees2021-03-31$876,680
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$1,170,000
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$761,597
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$0
Aggregate carrying amount (costs) on sale of assets2021-03-31$0
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2021-03-31550526247
2020 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$940,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$940,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$1,388,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$1,388,415
Total income from all sources (including contributions)2020-03-31$10,886,211
Total income from all sources (including contributions)2020-03-31$10,886,211
Total loss/gain on sale of assets2020-03-31$71,093
Total loss/gain on sale of assets2020-03-31$71,093
Total of all expenses incurred2020-03-31$9,645,664
Total of all expenses incurred2020-03-31$9,645,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$8,723,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$8,723,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$10,748,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$10,748,472
Value of total assets at end of year2020-03-31$11,681,392
Value of total assets at end of year2020-03-31$11,681,392
Value of total assets at beginning of year2020-03-31$10,888,492
Value of total assets at beginning of year2020-03-31$10,888,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$922,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$922,351
Total interest from all sources2020-03-31$16,080
Total interest from all sources2020-03-31$16,080
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$124,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
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$124,836
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$124,836
Administrative expenses professional fees incurred2020-03-31$136,225
Administrative expenses professional fees incurred2020-03-31$136,225
Was this plan covered by a fidelity bond2020-03-31Yes
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
Value of fidelity bond cover2020-03-31$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
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$1,332,530
Contributions received from participants2020-03-31$1,332,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$89,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$89,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$147,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$147,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$66,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$66,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$53,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$53,372
Other income not declared elsewhere2020-03-31$62
Other income not declared elsewhere2020-03-31$62
Administrative expenses (other) incurred2020-03-31$27,428
Administrative expenses (other) incurred2020-03-31$27,428
Liabilities. Value of operating payables at end of year2020-03-31$112,753
Liabilities. Value of operating payables at end of year2020-03-31$112,753
Liabilities. Value of operating payables at beginning of year2020-03-31$160,393
Liabilities. Value of operating payables at beginning of year2020-03-31$160,393
Total non interest bearing cash at end of year2020-03-31$2,278,794
Total non interest bearing cash at end of year2020-03-31$2,278,794
Total non interest bearing cash at beginning of year2020-03-31$1,750,562
Total non interest bearing cash at beginning of year2020-03-31$1,750,562
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
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$1,240,547
Value of net income/loss2020-03-31$1,240,547
Value of net assets at end of year (total assets less liabilities)2020-03-31$10,740,624
Value of net assets at end of year (total assets less liabilities)2020-03-31$10,740,624
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$9,500,077
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$9,500,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
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 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
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$10,553
Investment advisory and management fees2020-03-31$10,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$5,188,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$5,188,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$1,051,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$1,051,751
Interest earned on other investments2020-03-31$1,127
Interest earned on other investments2020-03-31$1,127
Income. Interest from US Government securities2020-03-31$3,168
Income. Interest from US Government securities2020-03-31$3,168
Income. Interest from corporate debt instruments2020-03-31$216
Income. Interest from corporate debt instruments2020-03-31$216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$3,440,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$3,440,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$2,943,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$2,943,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$2,943,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$2,943,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$11,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$11,569
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$1,885,400
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$1,885,400
Asset value of US Government securities at end of year2020-03-31$0
Asset value of US Government securities at end of year2020-03-31$0
Asset value of US Government securities at beginning of year2020-03-31$3,076,231
Asset value of US Government securities at beginning of year2020-03-31$3,076,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-74,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-74,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$9,415,942
Contributions received in cash from employer2020-03-31$9,415,942
Employer contributions (assets) at end of year2020-03-31$683,946
Employer contributions (assets) at end of year2020-03-31$683,946
Employer contributions (assets) at beginning of year2020-03-31$1,063,121
Employer contributions (assets) at beginning of year2020-03-31$1,063,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$6,837,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$6,837,913
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$0
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$856,231
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$856,231
Contract administrator fees2020-03-31$748,145
Contract administrator fees2020-03-31$748,145
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
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$761,597
Liabilities. Value of benefit claims payable at end of year2020-03-31$761,597
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$1,174,650
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$1,174,650
Did the plan have assets held for investment2020-03-31Yes
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
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
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$4,378,610
Aggregate proceeds on sale of assets2020-03-31$4,378,610
Aggregate carrying amount (costs) on sale of assets2020-03-31$4,307,517
Aggregate carrying amount (costs) on sale of assets2020-03-31$4,307,517
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
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
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm name2020-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2020-03-31550526247
Accountancy firm EIN2020-03-31550526247
2019 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$1,324,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$1,284,624
Total income from all sources (including contributions)2019-03-31$11,398,991
Total loss/gain on sale of assets2019-03-31$37,185
Total of all expenses incurred2019-03-31$10,161,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$9,259,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$11,133,592
Value of total assets at end of year2019-03-31$10,888,492
Value of total assets at beginning of year2019-03-31$9,610,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$902,313
Total interest from all sources2019-03-31$129,740
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$22,128
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$22,128
Administrative expenses professional fees incurred2019-03-31$123,478
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$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$1,427,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$147,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$135,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$53,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$14,405
Other income not declared elsewhere2019-03-31$804
Administrative expenses (other) incurred2019-03-31$49,911
Liabilities. Value of operating payables at end of year2019-03-31$96,919
Liabilities. Value of operating payables at beginning of year2019-03-31$74,712
Total non interest bearing cash at end of year2019-03-31$1,750,562
Total non interest bearing cash at beginning of year2019-03-31$1,379,425
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$1,237,618
Value of net assets at end of year (total assets less liabilities)2019-03-31$9,563,551
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$8,325,933
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$21,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$1,051,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$1,306,113
Interest earned on other investments2019-03-31$1,301
Income. Interest from US Government securities2019-03-31$76,297
Income. Interest from corporate debt instruments2019-03-31$40,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$2,943,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$1,734,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$1,734,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$11,276
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$1,933,404
Asset value of US Government securities at end of year2019-03-31$3,076,231
Asset value of US Government securities at beginning of year2019-03-31$2,917,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$75,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
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$9,705,940
Employer contributions (assets) at end of year2019-03-31$1,063,121
Employer contributions (assets) at beginning of year2019-03-31$598,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$7,325,656
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$856,231
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$1,539,283
Contract administrator fees2019-03-31$707,852
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$1,174,650
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$1,195,507
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$3,138,408
Aggregate carrying amount (costs) on sale of assets2019-03-31$3,101,223
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 name2019-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2019-03-31550526247
2018 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$1,284,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$843,352
Total income from all sources (including contributions)2018-03-31$9,487,930
Total loss/gain on sale of assets2018-03-31$31,017
Total of all expenses incurred2018-03-31$10,539,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$9,685,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$9,191,884
Value of total assets at end of year2018-03-31$9,610,557
Value of total assets at beginning of year2018-03-31$10,221,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$853,855
Total interest from all sources2018-03-31$150,916
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$31,018
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$31,018
Administrative expenses professional fees incurred2018-03-31$118,921
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$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$1,396,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$135,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$177,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$14,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$28,855
Other income not declared elsewhere2018-03-31$97,492
Administrative expenses (other) incurred2018-03-31$28,118
Liabilities. Value of operating payables at end of year2018-03-31$74,712
Liabilities. Value of operating payables at beginning of year2018-03-31$122,286
Total non interest bearing cash at end of year2018-03-31$1,379,425
Total non interest bearing cash at beginning of year2018-03-31$1,191,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-1,051,784
Value of net assets at end of year (total assets less liabilities)2018-03-31$8,325,933
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$9,377,717
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$29,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,306,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$1,727,462
Interest earned on other investments2018-03-31$411
Income. Interest from US Government securities2018-03-31$83,010
Income. Interest from corporate debt instruments2018-03-31$61,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$1,734,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$1,374,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$1,374,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$5,909
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$1,824,972
Asset value of US Government securities at end of year2018-03-31$2,917,695
Asset value of US Government securities at beginning of year2018-03-31$2,301,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$-14,397
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$7,794,983
Employer contributions (assets) at end of year2018-03-31$598,198
Employer contributions (assets) at beginning of year2018-03-31$644,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$7,860,887
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$1,539,283
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$2,805,644
Contract administrator fees2018-03-31$677,403
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$1,195,507
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$692,211
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$6,682,868
Aggregate carrying amount (costs) on sale of assets2018-03-31$6,651,851
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 name2018-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2018-03-31550526247
2017 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$843,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$834,530
Total income from all sources (including contributions)2017-03-31$8,439,241
Total loss/gain on sale of assets2017-03-31$42,385
Total of all expenses incurred2017-03-31$9,859,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$8,928,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$8,104,510
Value of total assets at end of year2017-03-31$10,221,069
Value of total assets at beginning of year2017-03-31$11,632,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$931,401
Total interest from all sources2017-03-31$170,901
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$51,659
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$46,199
Administrative expenses professional fees incurred2017-03-31$190,465
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$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$1,317,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$177,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$64,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$28,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$29,070
Other income not declared elsewhere2017-03-31$75
Administrative expenses (other) incurred2017-03-31$88,029
Liabilities. Value of operating payables at end of year2017-03-31$122,286
Liabilities. Value of operating payables at beginning of year2017-03-31$102,976
Total non interest bearing cash at end of year2017-03-31$1,191,168
Total non interest bearing cash at beginning of year2017-03-31$924,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-1,420,453
Value of net assets at end of year (total assets less liabilities)2017-03-31$9,377,717
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$10,798,170
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$25,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$1,727,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$551,687
Interest earned on other investments2017-03-31$571
Income. Interest from US Government securities2017-03-31$77,680
Income. Interest from corporate debt instruments2017-03-31$92,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$1,374,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$2,171,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$2,171,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$25
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$1,825,458
Asset value of US Government securities at end of year2017-03-31$2,301,192
Asset value of US Government securities at beginning of year2017-03-31$2,262,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$69,711
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$6,786,751
Employer contributions (assets) at end of year2017-03-31$644,288
Employer contributions (assets) at beginning of year2017-03-31$544,530
Income. Dividends from common stock2017-03-31$5,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$7,102,835
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$2,805,644
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$3,740,689
Contract administrator fees2017-03-31$627,472
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
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$1,372,948
Liabilities. Value of benefit claims payable at end of year2017-03-31$692,211
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$702,484
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$10,829,585
Aggregate carrying amount (costs) on sale of assets2017-03-31$10,787,200
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 name2017-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2017-03-31550526247
2016 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$834,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$851,351
Total income from all sources (including contributions)2016-03-31$6,935,861
Total loss/gain on sale of assets2016-03-31$-128,294
Total of all expenses incurred2016-03-31$9,254,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$8,256,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$6,852,633
Value of total assets at end of year2016-03-31$11,632,700
Value of total assets at beginning of year2016-03-31$13,968,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$997,957
Total interest from all sources2016-03-31$258,755
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$39,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$108,111
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$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$1,229,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$64,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$99,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$29,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$44,327
Other income not declared elsewhere2016-03-31$848
Administrative expenses (other) incurred2016-03-31$139,134
Liabilities. Value of operating payables at end of year2016-03-31$102,976
Liabilities. Value of operating payables at beginning of year2016-03-31$85,538
Total non interest bearing cash at end of year2016-03-31$924,404
Total non interest bearing cash at beginning of year2016-03-31$766,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-2,318,488
Value of net assets at end of year (total assets less liabilities)2016-03-31$10,798,170
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$13,116,658
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$39,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$551,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$960,424
Interest earned on other investments2016-03-31$510
Income. Interest from US Government securities2016-03-31$103,710
Income. Interest from corporate debt instruments2016-03-31$153,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$2,171,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$2,396,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$2,396,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$1,455
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$1,860,642
Asset value of US Government securities at end of year2016-03-31$2,262,005
Asset value of US Government securities at beginning of year2016-03-31$3,307,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-87,152
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$5,623,211
Employer contributions (assets) at end of year2016-03-31$544,530
Employer contributions (assets) at beginning of year2016-03-31$470,591
Income. Dividends from common stock2016-03-31$39,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$6,395,750
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$3,740,689
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$4,301,986
Contract administrator fees2016-03-31$711,202
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
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$1,372,948
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$1,665,590
Liabilities. Value of benefit claims payable at end of year2016-03-31$702,484
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$721,486
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$17,638,045
Aggregate carrying amount (costs) on sale of assets2016-03-31$17,766,339
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 name2016-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2016-03-31550526247
2015 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$851,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$742,140
Total income from all sources (including contributions)2015-03-31$7,851,743
Total loss/gain on sale of assets2015-03-31$147,169
Total of all expenses incurred2015-03-31$9,776,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$8,878,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$7,382,986
Value of total assets at end of year2015-03-31$13,968,009
Value of total assets at beginning of year2015-03-31$15,784,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$898,596
Total interest from all sources2015-03-31$353,894
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$99,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$99,433
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$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$1,141,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$99,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$159,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$44,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$72,582
Other income not declared elsewhere2015-03-31$14,302
Administrative expenses (other) incurred2015-03-31$149,705
Liabilities. Value of operating payables at end of year2015-03-31$85,538
Liabilities. Value of operating payables at beginning of year2015-03-31$96,501
Total non interest bearing cash at end of year2015-03-31$766,950
Total non interest bearing cash at beginning of year2015-03-31$1,138,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-1,925,211
Value of net assets at end of year (total assets less liabilities)2015-03-31$13,116,658
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$15,041,869
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$47,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$960,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$1,005,116
Interest earned on other investments2015-03-31$14,267
Income. Interest from US Government securities2015-03-31$175,069
Income. Interest from corporate debt instruments2015-03-31$163,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$2,396,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,523,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,523,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$1,477
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$196,089
Asset value of US Government securities at end of year2015-03-31$3,307,135
Asset value of US Government securities at beginning of year2015-03-31$4,027,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$-146,381
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$6,241,257
Employer contributions (assets) at end of year2015-03-31$470,591
Employer contributions (assets) at beginning of year2015-03-31$553,881
Income. Dividends from common stock2015-03-31$99,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$8,682,269
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$4,301,986
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$5,178,559
Contract administrator fees2015-03-31$602,355
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
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$1,665,590
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$2,198,284
Liabilities. Value of benefit claims payable at end of year2015-03-31$721,486
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$573,057
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$11,421,723
Aggregate carrying amount (costs) on sale of assets2015-03-31$11,274,554
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 name2015-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2015-03-31550526247
2014 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$742,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$757,036
Total income from all sources (including contributions)2014-03-31$8,284,517
Total loss/gain on sale of assets2014-03-31$405,942
Total of all expenses incurred2014-03-31$8,328,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$7,360,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$7,423,552
Value of total assets at end of year2014-03-31$15,784,009
Value of total assets at beginning of year2014-03-31$15,842,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$967,900
Total interest from all sources2014-03-31$399,276
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$55,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$142,630
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$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$1,178,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$159,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$181,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$72,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$31,939
Other income not declared elsewhere2014-03-31$163,689
Administrative expenses (other) incurred2014-03-31$204,543
Liabilities. Value of operating payables at end of year2014-03-31$96,501
Liabilities. Value of operating payables at beginning of year2014-03-31$89,018
Total non interest bearing cash at end of year2014-03-31$1,138,648
Total non interest bearing cash at beginning of year2014-03-31$15,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-43,817
Value of net assets at end of year (total assets less liabilities)2014-03-31$15,041,869
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$15,085,686
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$52,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$1,005,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$983,268
Interest earned on other investments2014-03-31$16,313
Income. Interest from US Government securities2014-03-31$191,923
Income. Interest from corporate debt instruments2014-03-31$189,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,523,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,837,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,837,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$1,454
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$196,147
Asset value of US Government securities at end of year2014-03-31$4,027,103
Asset value of US Government securities at beginning of year2014-03-31$5,060,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$-163,284
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$6,244,936
Employer contributions (assets) at end of year2014-03-31$553,881
Employer contributions (assets) at beginning of year2014-03-31$456,830
Income. Dividends from common stock2014-03-31$55,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$7,164,287
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$5,178,559
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$4,603,442
Contract administrator fees2014-03-31$568,622
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
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$2,198,284
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$2,703,917
Liabilities. Value of benefit claims payable at end of year2014-03-31$573,057
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$636,079
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$9,079,821
Aggregate carrying amount (costs) on sale of assets2014-03-31$8,673,879
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 name2014-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2014-03-31550526247
2013 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$757,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$724,025
Total income from all sources (including contributions)2013-03-31$7,668,048
Total loss/gain on sale of assets2013-03-31$247,701
Total of all expenses incurred2013-03-31$7,600,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$6,827,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$6,639,382
Value of total assets at end of year2013-03-31$15,842,722
Value of total assets at beginning of year2013-03-31$15,742,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$772,816
Total interest from all sources2013-03-31$372,910
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$79,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$151,701
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
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$1,259,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$181,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$356,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$31,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$71,532
Other income not declared elsewhere2013-03-31$321,268
Administrative expenses (other) incurred2013-03-31$75,673
Liabilities. Value of operating payables at end of year2013-03-31$89,018
Liabilities. Value of operating payables at beginning of year2013-03-31$30,998
Total non interest bearing cash at end of year2013-03-31$15,920
Total non interest bearing cash at beginning of year2013-03-31$7,941
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$67,520
Value of net assets at end of year (total assets less liabilities)2013-03-31$15,085,686
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$15,018,166
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$60,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$983,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$1,223,374
Interest earned on other investments2013-03-31$9,655
Income. Interest from US Government securities2013-03-31$192,223
Income. Interest from corporate debt instruments2013-03-31$170,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,837,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,164,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,164,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$972
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$218,221
Asset value of US Government securities at end of year2013-03-31$5,060,330
Asset value of US Government securities at beginning of year2013-03-31$5,210,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$6,811
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$5,380,255
Employer contributions (assets) at end of year2013-03-31$456,830
Employer contributions (assets) at beginning of year2013-03-31$540,424
Income. Dividends from common stock2013-03-31$79,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$6,609,491
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$4,603,442
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$4,833,945
Contract administrator fees2013-03-31$484,725
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
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$2,703,917
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$2,404,537
Liabilities. Value of benefit claims payable at end of year2013-03-31$636,079
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$621,495
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$22,819,962
Aggregate carrying amount (costs) on sale of assets2013-03-31$22,572,261
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 name2013-03-31BODKIN WILSON & KOZICKI PLLC
Accountancy firm EIN2013-03-31550526247
2012 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$724,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$838,604
Total income from all sources (including contributions)2012-03-31$7,480,724
Total loss/gain on sale of assets2012-03-31$96,455
Total of all expenses incurred2012-03-31$6,950,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$6,232,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$6,790,429
Value of total assets at end of year2012-03-31$15,742,191
Value of total assets at beginning of year2012-03-31$15,326,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$717,981
Total interest from all sources2012-03-31$342,776
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$40,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$155,906
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
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$1,332,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$356,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$314,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$71,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$116,694
Other income not declared elsewhere2012-03-31$384,736
Administrative expenses (other) incurred2012-03-31$31,919
Liabilities. Value of operating payables at end of year2012-03-31$30,998
Liabilities. Value of operating payables at beginning of year2012-03-31$68,910
Total non interest bearing cash at end of year2012-03-31$7,941
Total non interest bearing cash at beginning of year2012-03-31$4,905
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$530,294
Value of net assets at end of year (total assets less liabilities)2012-03-31$15,018,166
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$14,487,872
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$74,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$1,223,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$1,126,577
Interest earned on other investments2012-03-31$99
Income. Interest from US Government securities2012-03-31$176,729
Income. Interest from corporate debt instruments2012-03-31$164,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,164,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,812,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$1,812,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$975
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$224,056
Asset value of US Government securities at end of year2012-03-31$5,210,944
Asset value of US Government securities at beginning of year2012-03-31$4,321,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$-174,637
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$5,458,030
Employer contributions (assets) at end of year2012-03-31$540,424
Employer contributions (assets) at beginning of year2012-03-31$479,152
Income. Dividends from common stock2012-03-31$40,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$6,008,393
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$4,833,945
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$4,408,103
Contract administrator fees2012-03-31$455,836
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
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$2,404,537
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$2,858,528
Liabilities. Value of benefit claims payable at end of year2012-03-31$621,495
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$653,000
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
Aggregate proceeds on sale of assets2012-03-31$12,575,390
Aggregate carrying amount (costs) on sale of assets2012-03-31$12,478,935
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 name2012-03-31BODKIN WILSON & KOZICKI PLLC
Accountancy firm EIN2012-03-31550526247
2011 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$204,122
Total unrealized appreciation/depreciation of assets2011-03-31$204,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$838,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$472,955
Total income from all sources (including contributions)2011-03-31$7,656,165
Total loss/gain on sale of assets2011-03-31$222,428
Total of all expenses incurred2011-03-31$7,223,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$6,504,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$6,328,851
Value of total assets at end of year2011-03-31$15,326,476
Value of total assets at beginning of year2011-03-31$14,527,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$718,290
Total interest from all sources2011-03-31$339,321
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$57,534
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$104,625
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
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$1,340,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$314,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$289,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$116,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$39,322
Other income not declared elsewhere2011-03-31$359,544
Administrative expenses (other) incurred2011-03-31$78,589
Liabilities. Value of operating payables at end of year2011-03-31$68,910
Liabilities. Value of operating payables at beginning of year2011-03-31$42,633
Total non interest bearing cash at end of year2011-03-31$4,905
Total non interest bearing cash at beginning of year2011-03-31$100
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$432,921
Value of net assets at end of year (total assets less liabilities)2011-03-31$14,487,872
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$14,054,951
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$78,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$1,126,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$995,650
Income. Interest from US Government securities2011-03-31$185,127
Income. Interest from corporate debt instruments2011-03-31$153,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,812,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$751,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$751,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$573
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$219,245
Asset value of US Government securities at end of year2011-03-31$4,321,786
Asset value of US Government securities at beginning of year2011-03-31$5,112,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$144,365
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$4,988,333
Employer contributions (assets) at end of year2011-03-31$479,152
Employer contributions (assets) at beginning of year2011-03-31$427,208
Income. Dividends from common stock2011-03-31$57,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$6,285,709
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$4,408,103
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$4,140,189
Contract administrator fees2011-03-31$456,644
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
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$2,858,528
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$2,809,807
Liabilities. Value of benefit claims payable at end of year2011-03-31$653,000
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$391,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$803
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$5,691,783
Aggregate carrying amount (costs) on sale of assets2011-03-31$5,469,355
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 name2011-03-31BODKIN WILSON & KOZICKI PLLC
Accountancy firm EIN2011-03-31550526247

Form 5500 Responses for IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN

2022: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 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 – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number
Policy instance 2
Number of Individuals Covered919
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
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 providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $17,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRX (BENECARD) (National Association of Insurance Commissioners NAIC id number: 62199 )
Policy contract number
Policy instance 6
Number of Individuals Covered919
Insurance policy start date2022-05-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $49,994
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,994
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract number
Policy instance 5
Number of Individuals Covered313
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $810,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberERL L20101596
Policy instance 4
Insurance contract or identification numberERL L20101596
Number of Individuals Covered919
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $550,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 )
Policy contract number
Policy instance 3
Number of Individuals Covered919
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $18,193
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,193
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 1
Number of Individuals Covered606
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $386,458
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $386,458
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract number
Policy instance 7
Number of Individuals Covered919
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $49,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number
Policy instance 2
Number of Individuals Covered859
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $50,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 1
Number of Individuals Covered569
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $374,019
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $374,019
DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 )
Policy contract number
Policy instance 3
Number of Individuals Covered859
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $15,996
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,996
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberERL L20101596
Policy instance 4
Insurance contract or identification numberERL L20101596
Number of Individuals Covered859
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $495,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract number
Policy instance 5
Number of Individuals Covered290
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $862,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRX (BENECARD) (National Association of Insurance Commissioners NAIC id number: 62199 )
Policy contract number
Policy instance 6
Number of Individuals Covered859
Insurance policy start date2021-05-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $63,017
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,017
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 1
Number of Individuals Covered562
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $378,601
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $378,601
DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 )
Policy contract number
Policy instance 3
Number of Individuals Covered830
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $14,169
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,169
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number
Policy instance 2
Number of Individuals Covered830
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $51,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract number
Policy instance 4
Number of Individuals Covered830
Insurance policy start date2020-04-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $334
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $334
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberERL L20101596
Policy instance 5
Insurance contract or identification numberERL L20101596
Number of Individuals Covered830
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $499,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract number
Policy instance 6
Number of Individuals Covered268
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $887,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRX (BENECARD) (National Association of Insurance Commissioners NAIC id number: 62199 )
Policy contract number
Policy instance 7
Number of Individuals Covered830
Insurance policy start date2020-05-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $51,107
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,107
DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 )
Policy contract number
Policy instance 5
Number of Individuals Covered854
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $17,359
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,359
UNITED HEALTHCARE OF OHIO (National Association of Insurance Commissioners NAIC id number: 95186 )
Policy contract number
Policy instance 8
Number of Individuals Covered219
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $230,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number
Policy instance 4
Number of Individuals Covered854
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $51,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered854
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $476,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberERL L20101596
Policy instance 7
Insurance contract or identification numberERL L20101596
Number of Individuals Covered854
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $134,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 2
Number of Individuals Covered635
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $377,031
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $377,031
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number
Policy instance 3
Number of Individuals Covered219
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $991,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract number
Policy instance 6
Number of Individuals Covered854
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $46,506
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,506
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number
Policy instance 3
Number of Individuals Covered221
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,407,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered846
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $476,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract number
Policy instance 6
Number of Individuals Covered846
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $53,948
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,948
DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 )
Policy contract number
Policy instance 5
Number of Individuals Covered846
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $17,739
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,739
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number
Policy instance 4
Number of Individuals Covered846
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $49,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 2
Number of Individuals Covered625
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $344,250
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $344,250
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered872
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 $308,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 2
Number of Individuals Covered576
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $305,365
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $305,365
Insurance broker nameANTHEM BLUE CROSS AND BLUE SHIELD
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number
Policy instance 3
Number of Individuals Covered296
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,466,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number
Policy instance 4
Number of Individuals Covered872
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedDEATH
Welfare Benefit Premiums Paid to CarrierUSD $49,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 )
Policy contract number
Policy instance 5
Number of Individuals Covered872
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $17,079
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,079
Insurance broker nameDELTA DENTAL OF WEST VIRGINIA
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract number
Policy instance 6
Number of Individuals Covered872
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50,467
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,467
Insurance broker nameENVISION INSURANCE COMPANY
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number
Policy instance 2
Number of Individuals Covered928
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $301,364
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301,364
Insurance broker nameANTHEM BLUE CROSS AND BLUE SHIELD
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered928
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $231,492
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $231,492
Insurance broker nameHCC LIFE INSURANCE COMPANY
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered887
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $196,089
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $196,089
Insurance broker nameHCC LIFE INSURANCE COMPANY
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered871
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $196,147
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $196,147
Insurance broker nameHCC LIFE INSURANCE COMPANY
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 1
Insurance contract or identification numberHCL18881
Number of Individuals Covered635
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $202,414
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $202,414
Insurance broker organization code?3
Insurance broker nameHCC LIFE INSURANCE COMPANY
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1024
Policy instance 1
Insurance contract or identification numberSL1024
Number of Individuals Covered610
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,678
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 $152,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18881
Policy instance 2
Insurance contract or identification numberHCL18881
Number of Individuals Covered637
Insurance policy start date2012-01-01
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
Welfare Benefit Premiums Paid to CarrierUSD $51,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1024
Policy instance 1
Insurance contract or identification numberSL1024
Number of Individuals Covered872
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $7,809
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 $216,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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