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LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN 401k Plan overview

Plan NameLIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN
Plan identification number 505

LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN
Employer identification number (EIN):520940594
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052009-01-01WAYNE SETZER

Plan Statistics for LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN

401k plan membership statisitcs for LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN

Measure Date Value
2009: LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01297
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-01131
Total of all active and inactive participants2009-01-01303
Total participants2009-01-01303

Financial Data on LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN

Measure Date Value
2010 : LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$18,304
Total unrealized appreciation/depreciation of assets2010-12-31$18,304
Total transfer of assets from this plan2010-12-31$-1,117,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,037
Total income from all sources (including contributions)2010-12-31$355,124
Total of all expenses incurred2010-12-31$68,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$312,980
Value of total assets at end of year2010-12-31$0
Value of total assets at beginning of year2010-12-31$831,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,253
Total interest from all sources2010-12-31$130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$23,710
Administrative expenses professional fees incurred2010-12-31$1,405
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$286,756
Value of net assets at end of year (total assets less liabilities)2010-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$830,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$272,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$491,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$491,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$130
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$65,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$312,980
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$67,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BOND BEEBE ADVISORS AND ACCOUNTANTS
Accountancy firm EIN2010-12-31521044197

Form 5500 Responses for LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN

2009: LIFE INSURANCE FOR EMPLOYEES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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