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HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 401k Plan overview

Plan NameHAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND
Plan identification number 501

HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES HAGERSTOWN TEAMSTERS AND MOTOR has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES HAGERSTOWN TEAMSTERS AND MOTOR
Employer identification number (EIN):520629995
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01TOM KRAUSE2023-04-13 MICHAEL UNDERKOFFLER2023-04-13
5012020-07-01TOM KRAUSE2022-04-14 MICHAEL UNDERKOFFLER2022-04-14
5012019-07-01TOM KRAUSE2021-04-08 MATT HOFFMAN2021-04-12
5012018-07-01TOM KRAUSE2020-04-02 DENNIE GANDEE2020-04-03
5012017-07-01TOM KRAUSE2019-04-09 TOM VENTURA2019-04-09
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01TOM KRAUSE & TOM VENTURA
5012011-07-01TOM KRAUSE TOM VENTURA2013-01-26
5012010-07-01TOM KRAUSE TOM VENTURA2012-01-12
5012009-07-01TOM KRAUSE TOM VENTURA2011-01-26
5012009-07-01TOM KRAUSE TOM VENTURA2011-01-26

Plan Statistics for HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

401k plan membership statisitcs for HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

Measure Date Value
2021: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01668
Total number of active participants reported on line 7a of the Form 55002021-07-01543
Number of retired or separated participants receiving benefits2021-07-01155
Total of all active and inactive participants2021-07-01698
Number of employers contributing to the scheme2021-07-017
2020: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01662
Total number of active participants reported on line 7a of the Form 55002020-07-01495
Number of retired or separated participants receiving benefits2020-07-01173
Total of all active and inactive participants2020-07-01668
Number of employers contributing to the scheme2020-07-017
2019: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01650
Total number of active participants reported on line 7a of the Form 55002019-07-01465
Number of retired or separated participants receiving benefits2019-07-01197
Total of all active and inactive participants2019-07-01662
Number of employers contributing to the scheme2019-07-016
2018: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01646
Total number of active participants reported on line 7a of the Form 55002018-07-01446
Number of retired or separated participants receiving benefits2018-07-01204
Total of all active and inactive participants2018-07-01650
Number of employers contributing to the scheme2018-07-016
2017: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01632
Total number of active participants reported on line 7a of the Form 55002017-07-01419
Number of retired or separated participants receiving benefits2017-07-01227
Total of all active and inactive participants2017-07-01646
Number of employers contributing to the scheme2017-07-016
2016: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01644
Total number of active participants reported on line 7a of the Form 55002016-07-01389
Number of retired or separated participants receiving benefits2016-07-01243
Total of all active and inactive participants2016-07-01632
Number of employers contributing to the scheme2016-07-016
2015: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-01385
Number of retired or separated participants receiving benefits2015-07-01259
Total of all active and inactive participants2015-07-01644
Number of employers contributing to the scheme2015-07-016
2014: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01676
Total number of active participants reported on line 7a of the Form 55002014-07-01389
Number of retired or separated participants receiving benefits2014-07-01279
Total of all active and inactive participants2014-07-01668
Number of employers contributing to the scheme2014-07-017
2013: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01705
Total number of active participants reported on line 7a of the Form 55002013-07-01379
Number of retired or separated participants receiving benefits2013-07-01297
Total of all active and inactive participants2013-07-01676
Number of employers contributing to the scheme2013-07-017
2012: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01681
Total number of active participants reported on line 7a of the Form 55002012-07-01394
Number of retired or separated participants receiving benefits2012-07-01311
Total of all active and inactive participants2012-07-01705
Number of employers contributing to the scheme2012-07-017
2011: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01775
Total number of active participants reported on line 7a of the Form 55002011-07-01381
Number of retired or separated participants receiving benefits2011-07-01299
Total of all active and inactive participants2011-07-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01681
Number of employers contributing to the scheme2011-07-018
2010: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01800
Total number of active participants reported on line 7a of the Form 55002010-07-01439
Number of retired or separated participants receiving benefits2010-07-01334
Total of all active and inactive participants2010-07-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01775
Number of employers contributing to the scheme2010-07-0110
2009: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01866
Total number of active participants reported on line 7a of the Form 55002009-07-01451
Number of retired or separated participants receiving benefits2009-07-01348
Total of all active and inactive participants2009-07-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01800
Number of employers contributing to the scheme2009-07-0110

Financial Data on HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

Measure Date Value
2022 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$810,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$591,207
Total income from all sources (including contributions)2022-06-30$9,622,931
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$6,768,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$6,136,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$10,685,927
Value of total assets at end of year2022-06-30$26,726,646
Value of total assets at beginning of year2022-06-30$23,652,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$631,529
Total interest from all sources2022-06-30$1,555
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$251,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$251,770
Administrative expenses professional fees incurred2022-06-30$134,528
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$345,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$487,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$39,785
Administrative expenses (other) incurred2022-06-30$184,703
Liabilities. Value of operating payables at end of year2022-06-30$46,896
Liabilities. Value of operating payables at beginning of year2022-06-30$10,194
Total non interest bearing cash at end of year2022-06-30$7,026,722
Total non interest bearing cash at beginning of year2022-06-30$2,548,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$2,854,909
Value of net assets at end of year (total assets less liabilities)2022-06-30$25,916,577
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$23,061,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$12,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$15,171,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$17,942,176
Value of interest in common/collective trusts at end of year2022-06-30$1,706,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,462,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$2,285,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$2,285,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,555
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$43,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,022,093
Net investment gain or loss from common/collective trusts2022-06-30$-294,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$10,340,311
Employer contributions (assets) at end of year2022-06-30$872,835
Employer contributions (assets) at beginning of year2022-06-30$837,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$6,093,265
Contract administrator fees2022-06-30$299,334
Liabilities. Value of benefit claims payable at end of year2022-06-30$763,173
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$581,013
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$1,281,461
Aggregate carrying amount (costs) on sale of assets2022-06-30$1,281,461
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-06-30611436956
2021 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$591,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$766,549
Total income from all sources (including contributions)2021-06-30$11,852,185
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$7,639,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,990,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$10,158,550
Value of total assets at end of year2021-06-30$23,652,875
Value of total assets at beginning of year2021-06-30$19,615,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$648,590
Total interest from all sources2021-06-30$11,613
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$316,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$316,550
Administrative expenses professional fees incurred2021-06-30$128,411
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$351,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$39,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$51,033
Administrative expenses (other) incurred2021-06-30$211,085
Liabilities. Value of operating payables at end of year2021-06-30$10,194
Liabilities. Value of operating payables at beginning of year2021-06-30$78,121
Total non interest bearing cash at end of year2021-06-30$2,548,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,213,045
Value of net assets at end of year (total assets less liabilities)2021-06-30$23,061,668
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$18,848,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$13,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$17,942,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$16,169,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$2,285,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$2,352,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$2,352,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$11,613
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$357,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,365,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$9,806,989
Employer contributions (assets) at end of year2021-06-30$837,259
Employer contributions (assets) at beginning of year2021-06-30$1,042,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,632,826
Contract administrator fees2021-06-30$295,236
Liabilities. Value of benefit claims payable at end of year2021-06-30$581,013
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$688,428
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$4,514,008
Aggregate carrying amount (costs) on sale of assets2021-06-30$4,514,008
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-06-30611436956
2020 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$766,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$619,574
Total income from all sources (including contributions)2020-06-30$9,868,600
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$7,154,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,391,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$9,368,686
Value of total assets at end of year2020-06-30$19,615,172
Value of total assets at beginning of year2020-06-30$16,753,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$762,996
Total interest from all sources2020-06-30$22,399
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$364,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$364,637
Administrative expenses professional fees incurred2020-06-30$130,330
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$349,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$51,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$29,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$6,000
Administrative expenses (other) incurred2020-06-30$239,157
Liabilities. Value of operating payables at end of year2020-06-30$78,121
Liabilities. Value of operating payables at beginning of year2020-06-30$57,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,714,482
Value of net assets at end of year (total assets less liabilities)2020-06-30$18,848,623
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$16,134,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$10,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$16,169,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$14,088,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$2,352,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,929,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,929,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$22,399
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$304,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$112,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$9,019,189
Employer contributions (assets) at end of year2020-06-30$1,042,435
Employer contributions (assets) at beginning of year2020-06-30$706,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,086,998
Contract administrator fees2020-06-30$383,309
Liabilities. Value of benefit claims payable at end of year2020-06-30$688,428
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$556,350
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$7,946,296
Aggregate carrying amount (costs) on sale of assets2020-06-30$7,946,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-06-30611436956
2019 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$619,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$662,805
Total income from all sources (including contributions)2019-06-30$8,867,187
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$5,931,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$5,247,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$8,249,784
Value of total assets at end of year2019-06-30$16,753,715
Value of total assets at beginning of year2019-06-30$13,860,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$683,722
Total interest from all sources2019-06-30$35,960
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$294,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$294,168
Administrative expenses professional fees incurred2019-06-30$77,707
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$307,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$29,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$150,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$6,000
Administrative expenses (other) incurred2019-06-30$208,890
Liabilities. Value of operating payables at end of year2019-06-30$57,224
Liabilities. Value of operating payables at beginning of year2019-06-30$79,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,936,162
Value of net assets at end of year (total assets less liabilities)2019-06-30$16,134,141
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,197,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$14,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$14,088,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$11,389,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,929,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,707,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,707,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$35,960
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$370,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$287,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,942,537
Employer contributions (assets) at end of year2019-06-30$706,213
Employer contributions (assets) at beginning of year2019-06-30$613,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,876,428
Contract administrator fees2019-06-30$383,125
Liabilities. Value of benefit claims payable at end of year2019-06-30$556,350
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$576,949
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$7,019,631
Aggregate carrying amount (costs) on sale of assets2019-06-30$7,019,631
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2019-06-30611436956
2018 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$662,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$583,819
Total income from all sources (including contributions)2018-06-30$7,467,448
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,572,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,903,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$7,201,013
Value of total assets at end of year2018-06-30$13,860,784
Value of total assets at beginning of year2018-06-30$11,887,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$669,682
Total interest from all sources2018-06-30$10,289
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$210,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$210,065
Administrative expenses professional fees incurred2018-06-30$79,330
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$316,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$150,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$432,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$6,000
Administrative expenses (other) incurred2018-06-30$201,869
Liabilities. Value of operating payables at end of year2018-06-30$79,856
Liabilities. Value of operating payables at beginning of year2018-06-30$52,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,894,736
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,197,979
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$11,303,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$11,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$11,389,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$10,283,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,707,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$629,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$629,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$10,289
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$337,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$46,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$6,884,736
Employer contributions (assets) at end of year2018-06-30$613,095
Employer contributions (assets) at beginning of year2018-06-30$542,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,565,542
Contract administrator fees2018-06-30$376,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$576,949
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$531,706
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$7,935,489
Aggregate carrying amount (costs) on sale of assets2018-06-30$7,935,489
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-06-30611436956
2017 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$583,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$767,232
Total income from all sources (including contributions)2017-06-30$7,337,869
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$5,175,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,484,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$6,999,243
Value of total assets at end of year2017-06-30$11,887,062
Value of total assets at beginning of year2017-06-30$9,907,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$690,873
Total interest from all sources2017-06-30$1,510
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$165,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$165,297
Administrative expenses professional fees incurred2017-06-30$101,101
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$435,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$432,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$192,337
Other income not declared elsewhere2017-06-30$714
Administrative expenses (other) incurred2017-06-30$212,589
Liabilities. Value of operating payables at end of year2017-06-30$52,113
Liabilities. Value of operating payables at beginning of year2017-06-30$44,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,162,758
Value of net assets at end of year (total assets less liabilities)2017-06-30$11,303,243
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,140,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$11,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$10,283,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,015,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$629,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,157,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,157,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,510
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$490,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$171,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$6,563,415
Employer contributions (assets) at end of year2017-06-30$542,523
Employer contributions (assets) at beginning of year2017-06-30$541,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,994,101
Contract administrator fees2017-06-30$365,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$531,706
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$722,876
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$8,015,999
Aggregate carrying amount (costs) on sale of assets2017-06-30$8,015,999
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30NOVAK FRANCELLA,LLC
Accountancy firm EIN2017-06-30611436956
2016 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$767,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$816,321
Total income from all sources (including contributions)2016-06-30$6,997,343
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$6,084,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,417,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,918,768
Value of total assets at end of year2016-06-30$9,907,717
Value of total assets at beginning of year2016-06-30$9,043,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$666,146
Total interest from all sources2016-06-30$325
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$125,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$125,697
Administrative expenses professional fees incurred2016-06-30$85,689
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$382,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$192,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$27,985
Administrative expenses (other) incurred2016-06-30$213,861
Liabilities. Value of operating payables at end of year2016-06-30$44,356
Liabilities. Value of operating payables at beginning of year2016-06-30$58,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$913,214
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,140,485
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,227,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$11,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,015,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,141,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,157,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,336,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,336,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$325
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$367,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-47,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$6,536,111
Employer contributions (assets) at end of year2016-06-30$541,960
Employer contributions (assets) at beginning of year2016-06-30$538,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,050,665
Contract administrator fees2016-06-30$354,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$722,876
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$757,353
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$6,975,427
Aggregate carrying amount (costs) on sale of assets2016-06-30$6,975,427
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-06-30611436956
2015 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$816,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$631,810
Total income from all sources (including contributions)2015-06-30$6,906,923
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$5,936,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$5,232,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,819,988
Value of total assets at end of year2015-06-30$9,043,592
Value of total assets at beginning of year2015-06-30$7,888,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$704,462
Total interest from all sources2015-06-30$657
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$82,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$82,738
Administrative expenses professional fees incurred2015-06-30$119,699
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$422,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$27,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$48,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$729
Administrative expenses (other) incurred2015-06-30$224,524
Liabilities. Value of operating payables at end of year2015-06-30$58,968
Liabilities. Value of operating payables at beginning of year2015-06-30$62,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$970,286
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,227,271
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,256,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$11,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,141,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,206,212
Interest earned on other investments2015-06-30$523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,336,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,123,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,123,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$134
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$595,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$3,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,397,224
Employer contributions (assets) at end of year2015-06-30$538,105
Employer contributions (assets) at beginning of year2015-06-30$510,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,636,981
Contract administrator fees2015-06-30$348,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$757,353
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$568,451
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$8,625,929
Aggregate carrying amount (costs) on sale of assets2015-06-30$8,625,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-06-30611436956
2014 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$631,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$564,894
Total income from all sources (including contributions)2014-06-30$6,510,434
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$5,138,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,489,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,433,214
Value of total assets at end of year2014-06-30$7,888,795
Value of total assets at beginning of year2014-06-30$6,449,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$648,699
Total interest from all sources2014-06-30$472
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$37,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$37,853
Administrative expenses professional fees incurred2014-06-30$99,328
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$480,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$48,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$205,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$1,621
Administrative expenses (other) incurred2014-06-30$201,116
Liabilities. Value of operating payables at end of year2014-06-30$62,630
Liabilities. Value of operating payables at beginning of year2014-06-30$18,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,372,257
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,256,985
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,884,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$11,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,206,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,038,493
Interest earned on other investments2014-06-30$130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,123,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,721,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,721,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$342
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$512,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$38,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,952,873
Employer contributions (assets) at end of year2014-06-30$510,283
Employer contributions (assets) at beginning of year2014-06-30$483,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,976,963
Contract administrator fees2014-06-30$336,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$568,451
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$544,580
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$9,860,568
Aggregate carrying amount (costs) on sale of assets2014-06-30$9,860,568
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-06-30611436956
2013 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$564,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$520,395
Total income from all sources (including contributions)2013-06-30$6,896,361
Total of all expenses incurred2013-06-30$5,975,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,365,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,362,919
Value of total assets at end of year2013-06-30$6,449,622
Value of total assets at beginning of year2013-06-30$5,484,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$609,767
Total interest from all sources2013-06-30$448
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$35,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$35,166
Administrative expenses professional fees incurred2013-06-30$110,459
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$514,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$205,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$496,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$1,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$2,460
Other income not declared elsewhere2013-06-30$535,536
Administrative expenses (other) incurred2013-06-30$164,068
Liabilities. Value of operating payables at end of year2013-06-30$18,693
Liabilities. Value of operating payables at beginning of year2013-06-30$124,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$920,854
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,884,728
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,963,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$11,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,038,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,039,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,721,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,469,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,469,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$448
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,134,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-37,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,848,321
Employer contributions (assets) at end of year2013-06-30$483,995
Employer contributions (assets) at beginning of year2013-06-30$479,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,231,606
Contract administrator fees2013-06-30$323,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$544,580
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$393,444
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2013-06-30611436956
2012 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$520,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$765,548
Total income from all sources (including contributions)2012-06-30$6,822,335
Total of all expenses incurred2012-06-30$6,651,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$6,080,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,398,774
Value of total assets at end of year2012-06-30$5,484,269
Value of total assets at beginning of year2012-06-30$5,558,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$571,240
Total interest from all sources2012-06-30$567
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$12,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$12,835
Administrative expenses professional fees incurred2012-06-30$90,058
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$545,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$496,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$299,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$2,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$110,268
Other income not declared elsewhere2012-06-30$412,198
Administrative expenses (other) incurred2012-06-30$138,516
Liabilities. Value of operating payables at end of year2012-06-30$124,491
Liabilities. Value of operating payables at beginning of year2012-06-30$20,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$170,445
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,963,874
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,793,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$11,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,039,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,058,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,469,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,620,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,620,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$567
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$2,050,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-2,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,853,335
Employer contributions (assets) at end of year2012-06-30$479,443
Employer contributions (assets) at beginning of year2012-06-30$580,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,030,503
Contract administrator fees2012-06-30$331,066
Liabilities. Value of benefit claims payable at end of year2012-06-30$393,444
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$634,569
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30REGARDIE, BROOKS & LEWIS, CHTD.
Accountancy firm EIN2012-06-30521038701
2011 : HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$765,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$643,074
Total income from all sources (including contributions)2011-06-30$7,039,382
Total of all expenses incurred2011-06-30$6,426,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$5,854,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$6,820,473
Value of total assets at end of year2011-06-30$5,558,977
Value of total assets at beginning of year2011-06-30$4,824,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$572,166
Total interest from all sources2011-06-30$1,155
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$13,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$13,050
Administrative expenses professional fees incurred2011-06-30$97,723
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$615,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$299,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$1,222,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$110,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$128,505
Other income not declared elsewhere2011-06-30$204,700
Administrative expenses (other) incurred2011-06-30$153,460
Liabilities. Value of operating payables at end of year2011-06-30$20,711
Liabilities. Value of operating payables at beginning of year2011-06-30$7,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$612,458
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,793,429
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,180,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$11,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,058,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,045,435
Interest earned on other investments2011-06-30$308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,620,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,069,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,069,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$847
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$2,141,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$6,205,243
Employer contributions (assets) at end of year2011-06-30$580,181
Employer contributions (assets) at beginning of year2011-06-30$486,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,712,768
Contract administrator fees2011-06-30$309,383
Liabilities. Value of benefit claims payable at end of year2011-06-30$634,569
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$507,132
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30REGARDIE, BROOKS & LEWIS, CHTD.
Accountancy firm EIN2011-06-30521038701

Form 5500 Responses for HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

2021: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-00047901
Policy instance 2
Insurance contract or identification number47-MSL-00047901
Number of Individuals Covered543
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $14,054
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $175,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,054
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered1092
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $11,956
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $119,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,956
Additional information about fees paid to insurance brokerBASE COMMISSIONS
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10364
Policy instance 2
Insurance contract or identification numberSL10364
Number of Individuals Covered496
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $21,244
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $236,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,244
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered1194
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $11,639
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $116,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,639
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered1176
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $11,233
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $113,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,233
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10364
Policy instance 2
Insurance contract or identification numberSL10364
Number of Individuals Covered515
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $21,171
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $235,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,171
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered966
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $9,764
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $98,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,764
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10364
Policy instance 2
Insurance contract or identification numberSL10364
Number of Individuals Covered474
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $24,292
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $269,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,292
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-000113-0
Policy instance 2
Insurance contract or identification number47-MSL-000113-0
Number of Individuals Covered424
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $31,671
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $351,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered974
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $8,508
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $85,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered992
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $8,885
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $87,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,885
Insurance broker organization code?4
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4157
Policy instance 2
Insurance contract or identification number949-4157
Number of Individuals Covered435
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $41,790
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $464,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,790
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4157
Policy instance 2
Insurance contract or identification number949-4157
Number of Individuals Covered454
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $45,192
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 $502,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,192
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered1001
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $9,520
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $95,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,520
Insurance broker organization code?4
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4157
Policy instance 2
Insurance contract or identification number949-4157
Number of Individuals Covered435
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $48,047
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 $533,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,047
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 1
Insurance contract or identification number0138412
Number of Individuals Covered1006
Insurance policy start date2012-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $8,961
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $90,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,961
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10115
Policy instance 1
Insurance contract or identification numberSL10115
Number of Individuals Covered1171
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $36,322
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 $403,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,322
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0730893
Policy instance 3
Insurance contract or identification number0730893
Number of Individuals Covered328
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,273,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 2
Insurance contract or identification number0138412
Number of Individuals Covered963
Insurance policy start date2011-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $7,460
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $76,861
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,690
Insurance broker organization code?3
Insurance broker nameGATELY BENEFIT GROUP INS BROKERAGE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 3
Insurance contract or identification number0138412
Number of Individuals Covered1012
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $966
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 2
Insurance contract or identification number0138412
Number of Individuals Covered1012
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $7,961
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E0115
Policy instance 1
Insurance contract or identification numberSE3E0115
Number of Individuals Covered360
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $61,745
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $686,051
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 3
Insurance contract or identification number0138412
Number of Individuals Covered1544
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $1,248
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPADD
Welfare Benefit Premiums Paid to CarrierUSD $11,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0138412
Policy instance 2
Insurance contract or identification number0138412
Number of Individuals Covered1544
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $9,362
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E0115
Policy instance 1
Insurance contract or identification numberSE3E0115
Number of Individuals Covered1082
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $56,849
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $631,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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