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WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 401k Plan overview

Plan NameWEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND
Plan identification number 501

WEST VIRGINIA PIPE TRADES 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)

401k Sponsoring company profile

WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND
Employer identification number (EIN):556030152
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-06-01EDWARD M. D'AQUILA, JR.2024-03-12
5012021-06-01EDWARD M. D'AQUILA, JR.2023-02-16
5012020-06-01EDWARD M. D'AQUILA, JR.2022-03-01
5012019-06-01DONALD WAGENHEIM2021-02-16
5012018-06-01DONALD WAGENHEIM2020-03-04
5012017-06-01
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01DONALD WAGENHEIM
5012012-06-01DONALD WAGENHEIM
5012011-06-01PATRICIA D. IGNACE JEFFERY BERESFORD2013-01-02
5012010-06-01PATRICIA D. IGNACE JEFFERY BERESFORD2011-12-09
5012009-06-01PATRICIA D. IGNACE JEFFERY BERESFORD2011-02-16

Plan Statistics for WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND

401k plan membership statisitcs for WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND

Measure Date Value
2022: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-06-011,104
Total number of active participants reported on line 7a of the Form 55002022-06-01459
Number of retired or separated participants receiving benefits2022-06-01312
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-01771
Number of employers contributing to the scheme2022-06-0173
2021: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-06-011,319
Total number of active participants reported on line 7a of the Form 55002021-06-01709
Number of retired or separated participants receiving benefits2021-06-01395
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-011,104
Number of employers contributing to the scheme2021-06-0199
2020: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-06-011,187
Total number of active participants reported on line 7a of the Form 55002020-06-01860
Number of retired or separated participants receiving benefits2020-06-01459
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-011,319
Number of employers contributing to the scheme2020-06-0189
2019: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-06-011,114
Total number of active participants reported on line 7a of the Form 55002019-06-01871
Number of retired or separated participants receiving benefits2019-06-01316
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-011,187
Number of employers contributing to the scheme2019-06-0199
2018: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-06-011,192
Total number of active participants reported on line 7a of the Form 55002018-06-01804
Number of retired or separated participants receiving benefits2018-06-01310
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-011,114
Number of employers contributing to the scheme2018-06-01102
2017: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-06-011,201
Total number of active participants reported on line 7a of the Form 55002017-06-01836
Number of retired or separated participants receiving benefits2017-06-01356
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-011,192
Number of employers contributing to the scheme2017-06-01103
2016: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-06-011,086
Total number of active participants reported on line 7a of the Form 55002016-06-01833
Number of retired or separated participants receiving benefits2016-06-01368
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-011,201
Number of employers contributing to the scheme2016-06-01104
2015: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-06-011,097
Total number of active participants reported on line 7a of the Form 55002015-06-01779
Number of retired or separated participants receiving benefits2015-06-01307
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-011,086
Number of employers contributing to the scheme2015-06-0179
2014: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-06-011,110
Total number of active participants reported on line 7a of the Form 55002014-06-01763
Number of retired or separated participants receiving benefits2014-06-01334
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-011,097
Number of employers contributing to the scheme2014-06-0171
2013: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-06-011,002
Total number of active participants reported on line 7a of the Form 55002013-06-01771
Number of retired or separated participants receiving benefits2013-06-01339
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-011,110
Number of employers contributing to the scheme2013-06-0197
2012: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-06-011,019
Total number of active participants reported on line 7a of the Form 55002012-06-01663
Number of retired or separated participants receiving benefits2012-06-01339
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-011,002
Number of employers contributing to the scheme2012-06-0195
2011: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-06-011,077
Total number of active participants reported on line 7a of the Form 55002011-06-01678
Number of retired or separated participants receiving benefits2011-06-01341
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-011,019
Number of employers contributing to the scheme2011-06-0169
2010: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-06-011,041
Total number of active participants reported on line 7a of the Form 55002010-06-01722
Number of retired or separated participants receiving benefits2010-06-01355
Number of other retired or separated participants entitled to future benefits2010-06-010
Total of all active and inactive participants2010-06-011,077
2009: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-06-011,103
Total number of active participants reported on line 7a of the Form 55002009-06-01703
Number of retired or separated participants receiving benefits2009-06-01338
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-011,041
Number of employers contributing to the scheme2009-06-0183

Financial Data on WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND

Measure Date Value
2023 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-05-31$-9,208
Total unrealized appreciation/depreciation of assets2023-05-31$-9,208
Total transfer of assets from this plan2023-05-31$3,172,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$3,404,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$1,055,146
Total income from all sources (including contributions)2023-05-31$9,616,835
Total loss/gain on sale of assets2023-05-31$-4,001
Total of all expenses incurred2023-05-31$10,016,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$9,635,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$8,604,764
Value of total assets at end of year2023-05-31$3,103,280
Value of total assets at beginning of year2023-05-31$4,326,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$380,332
Total interest from all sources2023-05-31$14,557
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$26,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$26,680
Administrative expenses professional fees incurred2023-05-31$240,331
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$456,036
Assets. Other investments not covered elsewhere at end of year2023-05-31$75,935
Assets. Other investments not covered elsewhere at beginning of year2023-05-31$90,057
Income. Received or receivable in cash from other sources (including rollovers)2023-05-31$-246,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$478,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-31$741,178
Other income not declared elsewhere2023-05-31$1,006,474
Administrative expenses (other) incurred2023-05-31$18,124
Liabilities. Value of operating payables at end of year2023-05-31$2,546,168
Liabilities. Value of operating payables at beginning of year2023-05-31$111,644
Total non interest bearing cash at end of year2023-05-31$289,830
Total non interest bearing cash at beginning of year2023-05-31$775,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-399,167
Value of net assets at end of year (total assets less liabilities)2023-05-31$-300,858
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$3,271,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$11,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$1,159,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$1,180,534
Interest earned on other investments2023-05-31$5,344
Income. Interest from US Government securities2023-05-31$2,867
Income. Interest from corporate debt instruments2023-05-31$2,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$148,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$92,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$92,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-05-31$3,864
Expenses. Payments to insurance carriers foe the provision of benefits2023-05-31$977,990
Asset value of US Government securities at end of year2023-05-31$160,254
Asset value of US Government securities at beginning of year2023-05-31$165,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-22,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31Yes
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$8,394,935
Employer contributions (assets) at end of year2023-05-31$716,426
Employer contributions (assets) at beginning of year2023-05-31$1,195,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$8,657,680
Asset. Corporate debt instrument debt (other) at end of year2023-05-31$74,637
Asset. Corporate debt instrument debt (other) at beginning of year2023-05-31$84,502
Contract administrator fees2023-05-31$110,138
Liabilities. Value of benefit claims payable at end of year2023-05-31$857,970
Liabilities. Value of benefit claims payable at beginning of year2023-05-31$943,502
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Aggregate proceeds on sale of assets2023-05-31$292,796
Aggregate carrying amount (costs) on sale of assets2023-05-31$296,797
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2023-05-31383806684
2022 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$-39,698
Total unrealized appreciation/depreciation of assets2022-05-31$-39,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$1,055,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$1,480,431
Total income from all sources (including contributions)2022-05-31$14,622,101
Total loss/gain on sale of assets2022-05-31$-46,994
Total of all expenses incurred2022-05-31$14,418,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$13,731,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$13,342,267
Value of total assets at end of year2022-05-31$4,326,147
Value of total assets at beginning of year2022-05-31$4,548,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$687,108
Total interest from all sources2022-05-31$10,540
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$34,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$34,818
Administrative expenses professional fees incurred2022-05-31$295,866
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$619,428
Assets. Other investments not covered elsewhere at end of year2022-05-31$90,057
Assets. Other investments not covered elsewhere at beginning of year2022-05-31$99,270
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$-376,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$741,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$395,806
Other income not declared elsewhere2022-05-31$1,386,836
Administrative expenses (other) incurred2022-05-31$37,680
Liabilities. Value of operating payables at end of year2022-05-31$111,644
Liabilities. Value of operating payables at beginning of year2022-05-31$35,894
Total non interest bearing cash at end of year2022-05-31$775,600
Total non interest bearing cash at beginning of year2022-05-31$440,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$203,350
Value of net assets at end of year (total assets less liabilities)2022-05-31$3,271,001
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$3,067,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$19,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$1,180,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$2,093,599
Interest earned on other investments2022-05-31$5,841
Income. Interest from US Government securities2022-05-31$1,553
Income. Interest from corporate debt instruments2022-05-31$2,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$92,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$68,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$68,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$153
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$3,888,587
Asset value of US Government securities at end of year2022-05-31$165,879
Asset value of US Government securities at beginning of year2022-05-31$174,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-65,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$13,099,146
Employer contributions (assets) at end of year2022-05-31$1,195,617
Employer contributions (assets) at beginning of year2022-05-31$1,139,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$9,843,056
Asset. Corporate debt instrument debt (other) at end of year2022-05-31$84,502
Asset. Corporate debt instrument debt (other) at beginning of year2022-05-31$135,733
Contract administrator fees2022-05-31$334,462
Liabilities. Value of benefit claims payable at end of year2022-05-31$943,502
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$1,444,537
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$2,034,100
Aggregate carrying amount (costs) on sale of assets2022-05-31$2,081,094
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2022-05-31383806684
2021 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$35,797
Total unrealized appreciation/depreciation of assets2021-05-31$35,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$1,480,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$1,557,043
Total income from all sources (including contributions)2021-05-31$13,372,322
Total loss/gain on sale of assets2021-05-31$289,869
Total of all expenses incurred2021-05-31$14,378,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$13,579,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$11,891,981
Value of total assets at end of year2021-05-31$4,548,082
Value of total assets at beginning of year2021-05-31$5,630,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$798,641
Total interest from all sources2021-05-31$9,228
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$56,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$46,875
Administrative expenses professional fees incurred2021-05-31$377,953
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$664,824
Participant contributions at end of year2021-05-31$0
Participant contributions at beginning of year2021-05-31$12,818
Assets. Other investments not covered elsewhere at end of year2021-05-31$99,270
Assets. Other investments not covered elsewhere at beginning of year2021-05-31$140,796
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$-194,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$395,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$577,793
Other income not declared elsewhere2021-05-31$1,098,808
Administrative expenses (other) incurred2021-05-31$30,595
Liabilities. Value of operating payables at end of year2021-05-31$35,894
Liabilities. Value of operating payables at beginning of year2021-05-31$45,492
Total non interest bearing cash at end of year2021-05-31$440,575
Total non interest bearing cash at beginning of year2021-05-31$589,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$-1,005,834
Value of net assets at end of year (total assets less liabilities)2021-05-31$3,067,651
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$4,073,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$24,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$2,093,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$2,042,106
Interest earned on other investments2021-05-31$2,799
Income. Interest from US Government securities2021-05-31$2,901
Income. Interest from corporate debt instruments2021-05-31$3,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$68,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$82,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$82,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$492
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$4,416,392
Asset value of US Government securities at end of year2021-05-31$174,915
Asset value of US Government securities at beginning of year2021-05-31$113,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$-10,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$11,421,577
Employer contributions (assets) at end of year2021-05-31$1,139,354
Employer contributions (assets) at beginning of year2021-05-31$710,170
Income. Dividends from common stock2021-05-31$10,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$9,163,123
Asset. Corporate debt instrument debt (other) at end of year2021-05-31$135,733
Asset. Corporate debt instrument debt (other) at beginning of year2021-05-31$152,864
Contract administrator fees2021-05-31$365,968
Assets. Corporate common stocks other than exployer securities at end of year2021-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-05-31$1,209,315
Liabilities. Value of benefit claims payable at end of year2021-05-31$1,444,537
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$1,511,551
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$5,460,256
Aggregate carrying amount (costs) on sale of assets2021-05-31$5,170,387
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2021-05-31383806684
2020 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$168,644
Total unrealized appreciation/depreciation of assets2020-05-31$168,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,557,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,677,858
Total income from all sources (including contributions)2020-05-31$13,669,558
Total loss/gain on sale of assets2020-05-31$-2,362
Total of all expenses incurred2020-05-31$13,481,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$12,694,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$12,692,790
Value of total assets at end of year2020-05-31$5,630,528
Value of total assets at beginning of year2020-05-31$5,562,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$786,236
Total interest from all sources2020-05-31$13,672
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$72,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$53,413
Administrative expenses professional fees incurred2020-05-31$481,859
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$568,497
Participant contributions at end of year2020-05-31$12,818
Participant contributions at beginning of year2020-05-31$176,068
Assets. Other investments not covered elsewhere at end of year2020-05-31$140,796
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$111,164
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$-920,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$577,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$556,626
Other income not declared elsewhere2020-05-31$643,007
Administrative expenses (other) incurred2020-05-31$28,916
Liabilities. Value of operating payables at end of year2020-05-31$45,492
Liabilities. Value of operating payables at beginning of year2020-05-31$92,179
Total non interest bearing cash at end of year2020-05-31$589,080
Total non interest bearing cash at beginning of year2020-05-31$429,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$188,539
Value of net assets at end of year (total assets less liabilities)2020-05-31$4,073,485
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$3,884,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$34,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$2,042,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$2,095,518
Interest earned on other investments2020-05-31$7,641
Income. Interest from US Government securities2020-05-31$1,284
Income. Interest from corporate debt instruments2020-05-31$3,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$82,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$132,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$132,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$1,214
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$1,967,743
Asset value of US Government securities at end of year2020-05-31$113,541
Asset value of US Government securities at beginning of year2020-05-31$153,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$81,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$13,044,851
Employer contributions (assets) at end of year2020-05-31$710,170
Employer contributions (assets) at beginning of year2020-05-31$745,159
Income. Dividends from common stock2020-05-31$18,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$10,727,040
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$152,864
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-31$104,907
Contract administrator fees2020-05-31$240,737
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$1,209,315
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$1,057,745
Liabilities. Value of benefit claims payable at end of year2020-05-31$1,511,551
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$1,585,679
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$2,236,721
Aggregate carrying amount (costs) on sale of assets2020-05-31$2,239,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2020-05-31383806684
2019 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$62,244
Total unrealized appreciation/depreciation of assets2019-05-31$62,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$1,677,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$2,087,327
Total income from all sources (including contributions)2019-05-31$12,604,208
Total loss/gain on sale of assets2019-05-31$26,893
Total of all expenses incurred2019-05-31$14,039,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$13,307,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$11,633,105
Value of total assets at end of year2019-05-31$5,562,804
Value of total assets at beginning of year2019-05-31$7,407,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$732,635
Total interest from all sources2019-05-31$28,884
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$77,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$56,191
Administrative expenses professional fees incurred2019-05-31$406,634
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$606,095
Participant contributions at end of year2019-05-31$176,068
Participant contributions at beginning of year2019-05-31$50,602
Assets. Other investments not covered elsewhere at end of year2019-05-31$111,164
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$406,417
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$-490,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$556,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$427,874
Other income not declared elsewhere2019-05-31$723,628
Administrative expenses (other) incurred2019-05-31$30,798
Liabilities. Value of operating payables at end of year2019-05-31$92,179
Liabilities. Value of operating payables at beginning of year2019-05-31$128,924
Total non interest bearing cash at end of year2019-05-31$429,218
Total non interest bearing cash at beginning of year2019-05-31$497,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-1,435,661
Value of net assets at end of year (total assets less liabilities)2019-05-31$3,884,946
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$5,320,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$40,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$2,095,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$2,329,513
Interest earned on other investments2019-05-31$12,080
Income. Interest from US Government securities2019-05-31$7,124
Income. Interest from corporate debt instruments2019-05-31$6,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$132,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$153,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$153,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$2,899
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$494,999
Asset value of US Government securities at end of year2019-05-31$153,583
Asset value of US Government securities at beginning of year2019-05-31$616,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$51,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$11,517,368
Employer contributions (assets) at end of year2019-05-31$745,159
Employer contributions (assets) at beginning of year2019-05-31$977,350
Income. Dividends from common stock2019-05-31$21,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$12,812,235
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$104,907
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$378,632
Contract administrator fees2019-05-31$254,993
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$1,057,745
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$1,569,583
Liabilities. Value of benefit claims payable at end of year2019-05-31$1,585,679
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$1,958,403
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$6,114,088
Aggregate carrying amount (costs) on sale of assets2019-05-31$6,087,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2019-05-31383806684
2018 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$-34,122
Total unrealized appreciation/depreciation of assets2018-05-31$-34,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,087,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,267,789
Total income from all sources (including contributions)2018-05-31$11,530,310
Total loss/gain on sale of assets2018-05-31$53,314
Total of all expenses incurred2018-05-31$14,639,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$13,868,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$11,013,486
Value of total assets at end of year2018-05-31$7,407,934
Value of total assets at beginning of year2018-05-31$10,697,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$770,789
Total interest from all sources2018-05-31$99,761
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$82,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$37,277
Administrative expenses professional fees incurred2018-05-31$347,222
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$555,908
Participant contributions at end of year2018-05-31$50,602
Participant contributions at beginning of year2018-05-31$56,937
Assets. Other investments not covered elsewhere at end of year2018-05-31$406,417
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$659,243
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$-1,179,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$427,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$448,058
Other income not declared elsewhere2018-05-31$325,565
Administrative expenses (other) incurred2018-05-31$75,168
Liabilities. Value of operating payables at end of year2018-05-31$128,924
Liabilities. Value of operating payables at beginning of year2018-05-31$45,744
Total non interest bearing cash at end of year2018-05-31$497,811
Total non interest bearing cash at beginning of year2018-05-31$481,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-3,109,256
Value of net assets at end of year (total assets less liabilities)2018-05-31$5,320,607
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$8,429,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$79,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$2,329,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$1,282,007
Interest earned on other investments2018-05-31$31,422
Income. Interest from US Government securities2018-05-31$7,401
Income. Interest from corporate debt instruments2018-05-31$52,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$153,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$790,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$790,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$8,296
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$431,487
Asset value of US Government securities at end of year2018-05-31$616,417
Asset value of US Government securities at beginning of year2018-05-31$1,318,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$-10,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$11,637,346
Employer contributions (assets) at end of year2018-05-31$977,350
Employer contributions (assets) at beginning of year2018-05-31$665,357
Income. Dividends from common stock2018-05-31$45,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$13,437,290
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$378,632
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$2,400,033
Contract administrator fees2018-05-31$269,079
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$1,569,583
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$2,594,945
Liabilities. Value of benefit claims payable at end of year2018-05-31$1,958,403
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$2,222,045
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$19,456,415
Aggregate carrying amount (costs) on sale of assets2018-05-31$19,403,101
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2018-05-31383806684
2017 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$163,064
Total unrealized appreciation/depreciation of assets2017-05-31$163,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$2,267,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$2,021,126
Total income from all sources (including contributions)2017-05-31$9,467,110
Total loss/gain on sale of assets2017-05-31$132,517
Total of all expenses incurred2017-05-31$14,879,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$13,981,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$8,849,618
Value of total assets at end of year2017-05-31$10,697,652
Value of total assets at beginning of year2017-05-31$15,863,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$898,118
Total interest from all sources2017-05-31$127,319
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$190,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$74,392
Administrative expenses professional fees incurred2017-05-31$352,301
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$617,992
Participant contributions at end of year2017-05-31$56,937
Participant contributions at beginning of year2017-05-31$78,658
Assets. Other investments not covered elsewhere at end of year2017-05-31$659,243
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$876,469
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$-20,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$448,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$468,668
Administrative expenses (other) incurred2017-05-31$168,417
Liabilities. Value of operating payables at end of year2017-05-31$45,744
Liabilities. Value of operating payables at beginning of year2017-05-31$65,296
Total non interest bearing cash at end of year2017-05-31$481,226
Total non interest bearing cash at beginning of year2017-05-31$391,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$-5,412,291
Value of net assets at end of year (total assets less liabilities)2017-05-31$8,429,863
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$13,842,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$112,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$1,282,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$4,029,055
Interest earned on other investments2017-05-31$25,187
Income. Interest from US Government securities2017-05-31$20,712
Income. Interest from corporate debt instruments2017-05-31$74,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$790,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$726,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$726,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$6,449
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$480,567
Asset value of US Government securities at end of year2017-05-31$1,318,914
Asset value of US Government securities at beginning of year2017-05-31$1,740,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$3,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$8,252,444
Employer contributions (assets) at end of year2017-05-31$665,357
Employer contributions (assets) at beginning of year2017-05-31$928,813
Income. Dividends from common stock2017-05-31$116,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$13,500,716
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$2,400,033
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$2,461,826
Contract administrator fees2017-05-31$264,462
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$2,594,945
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$4,162,084
Liabilities. Value of benefit claims payable at end of year2017-05-31$2,222,045
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$1,955,830
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$17,009,552
Aggregate carrying amount (costs) on sale of assets2017-05-31$16,877,035
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2017-05-31383806684
2016 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$91,867
Total unrealized appreciation/depreciation of assets2016-05-31$91,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$2,021,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,682,093
Total income from all sources (including contributions)2016-05-31$9,302,922
Total loss/gain on sale of assets2016-05-31$-163,163
Total of all expenses incurred2016-05-31$14,783,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$13,418,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$8,883,296
Value of total assets at end of year2016-05-31$15,863,280
Value of total assets at beginning of year2016-05-31$21,004,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$1,364,902
Total interest from all sources2016-05-31$148,080
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$354,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$118,807
Administrative expenses professional fees incurred2016-05-31$816,926
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$472,088
Participant contributions at end of year2016-05-31$78,658
Participant contributions at beginning of year2016-05-31$114,346
Assets. Other investments not covered elsewhere at end of year2016-05-31$876,469
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$25,278
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$-856,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$468,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$367,043
Administrative expenses (other) incurred2016-05-31$115,180
Liabilities. Value of operating payables at end of year2016-05-31$65,296
Liabilities. Value of operating payables at beginning of year2016-05-31$516,155
Total non interest bearing cash at end of year2016-05-31$391,032
Total non interest bearing cash at beginning of year2016-05-31$960,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-5,480,497
Value of net assets at end of year (total assets less liabilities)2016-05-31$13,842,154
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$19,322,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$135,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$4,029,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$7,027,073
Interest earned on other investments2016-05-31$26,384
Income. Interest from US Government securities2016-05-31$35,712
Income. Interest from corporate debt instruments2016-05-31$70,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$726,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,823,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,823,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$15,715
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$4,355
Asset value of US Government securities at end of year2016-05-31$1,740,669
Asset value of US Government securities at beginning of year2016-05-31$2,046,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-12,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$9,267,284
Employer contributions (assets) at end of year2016-05-31$928,813
Employer contributions (assets) at beginning of year2016-05-31$1,093,694
Income. Dividends from common stock2016-05-31$236,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$13,414,162
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$2,461,826
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$2,022,243
Contract administrator fees2016-05-31$297,350
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$4,162,084
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$5,524,192
Liabilities. Value of benefit claims payable at end of year2016-05-31$1,955,830
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$1,165,938
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$27,957,138
Aggregate carrying amount (costs) on sale of assets2016-05-31$28,120,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2016-05-31383806684
2015 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$121,602
Total unrealized appreciation/depreciation of assets2015-05-31$121,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,682,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,703,095
Total income from all sources (including contributions)2015-05-31$11,346,757
Total loss/gain on sale of assets2015-05-31$190,400
Total of all expenses incurred2015-05-31$11,673,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$10,199,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$10,439,858
Value of total assets at end of year2015-05-31$21,004,744
Value of total assets at beginning of year2015-05-31$21,352,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$1,474,273
Total interest from all sources2015-05-31$152,300
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$468,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$191,731
Administrative expenses professional fees incurred2015-05-31$796,577
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$522,635
Participant contributions at end of year2015-05-31$114,346
Participant contributions at beginning of year2015-05-31$19,341
Assets. Other investments not covered elsewhere at end of year2015-05-31$25,278
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$70,870
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$-3,942,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$367,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$36,589
Administrative expenses (other) incurred2015-05-31$227,283
Liabilities. Value of operating payables at end of year2015-05-31$516,155
Liabilities. Value of operating payables at beginning of year2015-05-31$671,241
Total non interest bearing cash at end of year2015-05-31$960,093
Total non interest bearing cash at beginning of year2015-05-31$1,520,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$-327,206
Value of net assets at end of year (total assets less liabilities)2015-05-31$19,322,651
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$19,649,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$130,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$7,027,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$6,633,691
Interest earned on other investments2015-05-31$2,415
Income. Interest from US Government securities2015-05-31$60,852
Income. Interest from corporate debt instruments2015-05-31$74,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,823,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$2,169,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$2,169,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$14,356
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$4,740
Asset value of US Government securities at end of year2015-05-31$2,046,930
Asset value of US Government securities at beginning of year2015-05-31$1,962,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-26,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$13,859,631
Employer contributions (assets) at end of year2015-05-31$1,093,694
Employer contributions (assets) at beginning of year2015-05-31$1,176,319
Income. Dividends from common stock2015-05-31$277,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$10,194,950
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$2,022,243
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$1,776,720
Contract administrator fees2015-05-31$320,092
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$5,524,192
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$5,980,625
Liabilities. Value of benefit claims payable at end of year2015-05-31$1,165,938
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$1,031,854
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$6,233
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$11,354,644
Aggregate carrying amount (costs) on sale of assets2015-05-31$11,164,244
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2015-05-31383806684
2014 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$382,457
Total unrealized appreciation/depreciation of assets2014-05-31$382,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$1,703,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$950,542
Total income from all sources (including contributions)2014-05-31$12,129,285
Total loss/gain on sale of assets2014-05-31$107,180
Total of all expenses incurred2014-05-31$10,082,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$9,240,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$10,910,899
Value of total assets at end of year2014-05-31$21,352,952
Value of total assets at beginning of year2014-05-31$18,553,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$841,993
Total interest from all sources2014-05-31$143,634
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$501,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$91,376
Administrative expenses professional fees incurred2014-05-31$290,862
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$522,770
Participant contributions at end of year2014-05-31$19,341
Participant contributions at beginning of year2014-05-31$101,558
Assets. Other investments not covered elsewhere at end of year2014-05-31$70,870
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$175,987
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$-6,294,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$36,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$128,229
Administrative expenses (other) incurred2014-05-31$100,433
Liabilities. Value of operating payables at end of year2014-05-31$671,241
Liabilities. Value of operating payables at beginning of year2014-05-31$145,956
Total non interest bearing cash at end of year2014-05-31$1,520,300
Total non interest bearing cash at beginning of year2014-05-31$580,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$2,046,594
Value of net assets at end of year (total assets less liabilities)2014-05-31$19,649,857
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$17,603,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$114,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$6,633,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$5,362,555
Interest earned on other investments2014-05-31$5,459
Income. Interest from US Government securities2014-05-31$26,839
Income. Interest from corporate debt instruments2014-05-31$93,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$2,169,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$2,936,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$2,936,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$18,234
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$4,351
Asset value of US Government securities at end of year2014-05-31$1,962,433
Asset value of US Government securities at beginning of year2014-05-31$1,526,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$83,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$16,682,976
Employer contributions (assets) at end of year2014-05-31$1,176,319
Employer contributions (assets) at beginning of year2014-05-31$579,779
Income. Dividends from common stock2014-05-31$409,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$9,236,347
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$1,776,720
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$1,999,687
Contract administrator fees2014-05-31$336,692
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$5,980,625
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$5,151,939
Liabilities. Value of benefit claims payable at end of year2014-05-31$1,031,854
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$804,586
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$6,233
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$10,415
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$19,169,342
Aggregate carrying amount (costs) on sale of assets2014-05-31$19,062,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2014-05-31383806684
2013 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$400,535
Total unrealized appreciation/depreciation of assets2013-05-31$400,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$950,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$1,382,863
Total income from all sources (including contributions)2013-05-31$9,838,881
Total loss/gain on sale of assets2013-05-31$383,496
Total of all expenses incurred2013-05-31$7,490,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$6,617,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$8,627,872
Value of total assets at end of year2013-05-31$18,553,805
Value of total assets at beginning of year2013-05-31$16,638,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$873,431
Total interest from all sources2013-05-31$93,542
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$461,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$191,797
Administrative expenses professional fees incurred2013-05-31$93,910
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-05-31$51,240
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$632,499
Participant contributions at end of year2013-05-31$101,558
Participant contributions at beginning of year2013-05-31$101,708
Assets. Other investments not covered elsewhere at end of year2013-05-31$175,987
Assets. Other investments not covered elsewhere at beginning of year2013-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$-1,192,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$128,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$139,157
Administrative expenses (other) incurred2013-05-31$459,708
Liabilities. Value of operating payables at end of year2013-05-31$145,956
Liabilities. Value of operating payables at beginning of year2013-05-31$79,274
Total non interest bearing cash at end of year2013-05-31$580,579
Total non interest bearing cash at beginning of year2013-05-31$354,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$2,348,093
Value of net assets at end of year (total assets less liabilities)2013-05-31$17,603,263
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$15,255,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$113,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$5,362,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$5,030,807
Interest earned on other investments2013-05-31$2,133
Income. Interest from US Government securities2013-05-31$17,772
Income. Interest from corporate debt instruments2013-05-31$64,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$2,936,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$3,803,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$3,803,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$8,904
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$1,217
Asset value of US Government securities at end of year2013-05-31$1,526,530
Asset value of US Government securities at beginning of year2013-05-31$225,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$-128,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$9,188,253
Employer contributions (assets) at end of year2013-05-31$579,779
Employer contributions (assets) at beginning of year2013-05-31$493,260
Income. Dividends from preferred stock2013-05-31$1,844
Income. Dividends from common stock2013-05-31$268,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$6,616,140
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$1,999,687
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$185,500
Contract administrator fees2013-05-31$206,255
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$5,151,939
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$6,237,651
Liabilities. Value of benefit claims payable at end of year2013-05-31$804,586
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$1,303,589
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$10,415
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$14,597
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$28,667,546
Aggregate carrying amount (costs) on sale of assets2013-05-31$28,284,050
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2013-05-31383806684
2012 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-129,323
Total unrealized appreciation/depreciation of assets2012-05-31$-129,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,382,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,010,944
Total income from all sources (including contributions)2012-05-31$8,997,666
Total loss/gain on sale of assets2012-05-31$-111,488
Total of all expenses incurred2012-05-31$9,162,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$8,283,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$8,306,454
Value of total assets at end of year2012-05-31$16,638,033
Value of total assets at beginning of year2012-05-31$16,430,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$878,223
Total interest from all sources2012-05-31$53,164
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$499,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$123,184
Administrative expenses professional fees incurred2012-05-31$84,287
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-05-31$51,240
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-05-31$50,900
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$644,237
Participant contributions at end of year2012-05-31$101,708
Participant contributions at beginning of year2012-05-31$190,190
Assets. Other investments not covered elsewhere at end of year2012-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-05-31$64,120
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$-271,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$139,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$111,427
Administrative expenses (other) incurred2012-05-31$533,438
Liabilities. Value of operating payables at end of year2012-05-31$79,274
Liabilities. Value of operating payables at beginning of year2012-05-31$55,261
Total non interest bearing cash at end of year2012-05-31$354,805
Total non interest bearing cash at beginning of year2012-05-31$224,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-164,369
Value of net assets at end of year (total assets less liabilities)2012-05-31$15,255,170
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$15,419,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$104,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$5,030,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$3,196,418
Income. Interest from US Government securities2012-05-31$42,631
Income. Interest from corporate debt instruments2012-05-31$10,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$3,803,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$478,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$478,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$519
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$7,748
Asset value of US Government securities at end of year2012-05-31$225,963
Asset value of US Government securities at beginning of year2012-05-31$1,328,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$379,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$7,933,271
Employer contributions (assets) at end of year2012-05-31$493,260
Employer contributions (assets) at beginning of year2012-05-31$533,316
Income. Dividends from preferred stock2012-05-31$3,688
Income. Dividends from common stock2012-05-31$372,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$8,276,064
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$185,500
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$0
Contract administrator fees2012-05-31$155,501
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$6,237,651
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$10,242,064
Liabilities. Value of benefit claims payable at end of year2012-05-31$1,303,589
Liabilities. Value of benefit claims payable at beginning of year2012-05-31$955,683
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$14,597
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$9,798
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$11,654,557
Aggregate carrying amount (costs) on sale of assets2012-05-31$11,766,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2012-05-31383806684
2011 : WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$1,246,109
Total unrealized appreciation/depreciation of assets2011-05-31$1,246,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,010,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$657,827
Total income from all sources (including contributions)2011-05-31$10,566,104
Total loss/gain on sale of assets2011-05-31$183,678
Total of all expenses incurred2011-05-31$9,078,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$8,179,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$8,559,341
Value of total assets at end of year2011-05-31$16,430,483
Value of total assets at beginning of year2011-05-31$14,589,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$898,684
Total interest from all sources2011-05-31$79,092
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$439,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$90,798
Administrative expenses professional fees incurred2011-05-31$138,196
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-05-31$50,900
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-05-31$0
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$611,110
Participant contributions at end of year2011-05-31$190,190
Participant contributions at beginning of year2011-05-31$705,720
Assets. Other investments not covered elsewhere at end of year2011-05-31$64,120
Assets. Other investments not covered elsewhere at beginning of year2011-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$-1,954,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$111,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$73,264
Other income not declared elsewhere2011-05-31$38,957
Administrative expenses (other) incurred2011-05-31$508,477
Liabilities. Value of operating payables at end of year2011-05-31$55,261
Liabilities. Value of operating payables at beginning of year2011-05-31$68,007
Total non interest bearing cash at end of year2011-05-31$224,583
Total non interest bearing cash at beginning of year2011-05-31$628,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,487,833
Value of net assets at end of year (total assets less liabilities)2011-05-31$15,419,539
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$13,931,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$100,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$3,196,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$1,525,200
Interest earned on other investments2011-05-31$200
Income. Interest from US Government securities2011-05-31$77,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$478,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$2,528,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$2,528,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$1,247
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$3,992
Asset value of US Government securities at end of year2011-05-31$1,328,800
Asset value of US Government securities at beginning of year2011-05-31$2,606,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$19,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$9,903,032
Employer contributions (assets) at end of year2011-05-31$533,316
Employer contributions (assets) at beginning of year2011-05-31$470,388
Income. Dividends from preferred stock2011-05-31$3,688
Income. Dividends from common stock2011-05-31$344,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$8,175,595
Contract administrator fees2011-05-31$151,669
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$10,242,064
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$6,039,346
Liabilities. Value of benefit claims payable at end of year2011-05-31$955,683
Liabilities. Value of benefit claims payable at beginning of year2011-05-31$589,820
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$9,798
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$12,347
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$10,789,317
Aggregate carrying amount (costs) on sale of assets2011-05-31$10,605,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2011-05-31383806684

Form 5500 Responses for WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND

2022: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedYes
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: WEST VIRGINIA PIPE TRADES HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THP INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60016 )
Policy contract number1809180/1809181
Policy instance 4
Insurance contract or identification number1809180/1809181
Number of Individuals Covered518
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $626,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number01313187A
Policy instance 3
Insurance contract or identification number01313187A
Number of Individuals Covered72
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $126,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2764/2728
Policy instance 2
Insurance contract or identification number2764/2728
Number of Individuals Covered394
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberOK 005429
Policy instance 1
Insurance contract or identification numberOK 005429
Number of Individuals Covered400
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberOK 005429
Policy instance 1
Insurance contract or identification numberOK 005429
Number of Individuals Covered800
Insurance policy start date2020-11-02
Insurance policy end date2021-11-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2764/2728
Policy instance 2
Insurance contract or identification number2764/2728
Number of Individuals Covered740
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number01313187A
Policy instance 3
Insurance contract or identification number01313187A
Number of Individuals Covered68
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $104,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract number20019537
Policy instance 4
Insurance contract or identification number20019537
Number of Individuals Covered583
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $451,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 )
Policy contract number267730
Policy instance 5
Insurance contract or identification number267730
Number of Individuals Covered0
Insurance policy start date2021-06-01
Insurance policy end date2022-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,108,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract number25256/H2001
Policy instance 6
Insurance contract or identification number25256/H2001
Number of Individuals Covered131
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $68,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLSTATE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberL220253
Policy instance 7
Insurance contract or identification numberL220253
Number of Individuals Covered282
Insurance policy start date2022-02-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,152,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract number25256
Policy instance 6
Insurance contract or identification number25256
Number of Individuals Covered135
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 )
Policy contract number267730
Policy instance 5
Insurance contract or identification number267730
Number of Individuals Covered573
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,102,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract number20019537
Policy instance 4
Insurance contract or identification number20019537
Number of Individuals Covered679
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $331,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number01313187A
Policy instance 3
Insurance contract or identification number01313187A
Number of Individuals Covered56
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $77,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2764/2728
Policy instance 2
Insurance contract or identification number2764/2728
Number of Individuals Covered751
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberOK 005429
Policy instance 1
Insurance contract or identification numberOK 005429
Number of Individuals Covered810
Insurance policy start date2019-11-02
Insurance policy end date2020-11-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 6
Insurance contract or identification numberH2001
Number of Individuals Covered133
Insurance policy start date2020-02-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 )
Policy contract number267730
Policy instance 5
Insurance contract or identification number267730
Number of Individuals Covered533
Insurance policy start date2020-02-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,568,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract number20019309
Policy instance 4
Insurance contract or identification number20019309
Number of Individuals Covered685
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $391,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number01313187A
Policy instance 3
Insurance contract or identification number01313187A
Number of Individuals Covered51
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $93,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2764/2728
Policy instance 2
Insurance contract or identification number2764/2728
Number of Individuals Covered835
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberOK 005429
Policy instance 1
Insurance contract or identification numberOK 005429
Number of Individuals Covered796
Insurance policy start date2018-11-02
Insurance policy end date2019-11-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberOK 005429
Policy instance 1
Insurance contract or identification numberOK 005429
Number of Individuals Covered265
Insurance policy start date2017-11-02
Insurance policy end date2018-11-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2764/2728
Policy instance 2
Insurance contract or identification number2764/2728
Number of Individuals Covered778
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number01313187A
Policy instance 3
Insurance contract or identification number01313187A
Number of Individuals Covered66
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $96,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract number20019017
Policy instance 4
Insurance contract or identification number20019017
Number of Individuals Covered1069
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $279,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number17-030
Policy instance 4
Insurance contract or identification number17-030
Number of Individuals Covered1060
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $286,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number01313187A
Policy instance 3
Insurance contract or identification number01313187A
Number of Individuals Covered47
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $75,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2764/2728
Policy instance 2
Insurance contract or identification number2764/2728
Number of Individuals Covered756
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberOK 005429
Policy instance 1
Insurance contract or identification numberOK 005429
Number of Individuals Covered275
Insurance policy start date2016-11-02
Insurance policy end date2017-11-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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